Spotlight: AI
Our latest insights on AI
Portfolio perspectives
AI’s growing influence on fixed income markets
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
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
VIEW FROM THE MARKETS
Front of mind
View from the markets: The earnings season has been good, but is it good enough?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: Market performance diverges
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Why have emerging market tech stocks been so volatile?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: IMF lifts global growth forecast
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: A critical earnings season approaches
By Daniel Morris
TAKE TWO
Front of mind
Take Two: Fed signals further rate increase; US stocks hit record high
By BNP Paribas Asset Management
Portfolio perspectives
Investment strategies and asset allocation
TALKING HEADS
Portfolio perspectives
Sustainability as a driver of long-term investment outcomes
By Jane Ambachtsheer
MULTI-ASSET VIEWS
Portfolio perspectives
Multi-Asset Investment Views: “Will of the people”
By Laurent Clavel
FIXED INCOME OUTLOOK
Portfolio perspectives
Emerging Market Debt: Navigating the Disconnect
By Alaa Bushehri
TALKING HEADS
Portfolio perspectives
European strategic autonomy: a €1.8 trillion investment opportunity
By Lazare Hounhouayenou & other authors
TALKING HEADS
Portfolio perspectives
ETF inflows hit record highs as investors embrace global equities and active strategies
By Daniel Dornel & other authors
Portfolio perspectives
Multi-Asset Investment Views Quarterly Update – October 2026
By Laurent Clavel
Forward thinking
Trends shaping the future
Forward thinking
One Health through the lens of today’s investment megatrends
By Alexander Bernhardt & other authors
Forward thinking
How our approach to sustainability helps investors navigate a changing world
By BNP Paribas Asset Management
Forward thinking
European sovereignty: Energy security presents strategic investment advantage
By Ulrik Fugmann & other authors
Forward thinking
How fixed income investors can potentially capitalise on Europe’s strategic autonomy
By BNP Paribas Asset Management
Forward thinking
European defence: Strategic autonomy drives long-term investment potential
By Daniel Dornel
Forward thinking
Bridging the technology gap: How Europe is building its digital infrastructure
By Lazare Hounhouayenou & other authors