Spotlight: AI
Our latest insights on AI
Portfolio perspectives
AI’s growing influence on fixed income markets
By Chris Iggo
Forward thinking
Why technology is the cornerstone of European strategic autonomy
By Lazare Hounhouayenou & other authors
Portfolio perspectives
AI’s long-term investment potential continues to ratchet up
By Chris Iggo
Portfolio perspectives
AI: A sustainability risk and opportunity for long-term investors
By Alexander Bernhardt & other authors
Front of mind
Issues currently moving the markets
TAKE TWO
Front of mind
Take Two: ECB raises rates; China launches economic support package
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Tightening again
By Chris Iggo
Front of mind
Central bank independence faces its biggest stress test so far this century
By Isabelle Mateos Y Lago
TAKE TWO
Front of mind
Take Two: Bond sell-off endures; Eurozone inflation rises
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Is emerging market equity outperformance sustainable?
By Daniel Morris
VIEW FROM THE MARKETS
Front of mind
View from the markets: Bonds, panic…and crisis?
By Chris Iggo
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives
Seizing the euro fixed income opportunity with flexibility and diversification
By Johann Plé & other authors
Portfolio perspectives
From AI ecosystems to industrial strength: The case for US small caps
By Vincent Nichols
TALKING HEADS
Portfolio perspectives
A new paradigm for Emerging Market equities?
By Zhikai Chen & other authors
Portfolio perspectives
Picks, shovels and deep value: A re-examination of emerging market equities
By Zhikai Chen
TALKING HEADS
Portfolio perspectives
Euro short-duration bonds: Potential for stability and steady income
By Boutaïna Deixonne & other authors
MARKET VIEWS
Portfolio perspectives
Monthly Market Views: The prospect of rising rates and the data centre boost
By Chris Iggo & other authors
Forward thinking
Trends shaping the future
TALKING HEADS
Forward thinking
London Climate Action Week: In the heat of the moment, time to seek concrete solutions
By Thibaud Clisson & other authors
Forward thinking
Clean energy investment: Balancing energy security with net zero
By Nadia Grant & other authors
Forward thinking
Green is not enough: The need to scale up transition finance
By Malika Takhtayeva & other authors
Forward thinking
Why technology is the cornerstone of European strategic autonomy
By Lazare Hounhouayenou & other authors
Asset class views
Forward thinking
Unlocking green, social and sustainability bonds’ full potential
By Johann Plé & other authors
Forward thinking
Europe’s strategic autonomy: what we know and what is forecast
By Lazare Hounhouayenou & other authors