View from the markets: Déjà...
By Daniel Morris, Chief Market Strategist The latest oil price spike has been followed by rising government bond yields globally,…
18/09/26
Macroeconomics
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Article
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Article
From AI ecosystems to industrial...
By Vincent Nichols, Senior Investment Specialist, BNP Paribas AM The period spanning the second half of 2025 and the first…
14/09/26
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Article
Take Two: ECB raises rates;...
What do you need to know? The European Central Bank raised its benchmark interest rate by 25 basis points to…
14/09/26
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Article
View from the markets: Tightening...
The Iran conflict started in February, and markets have feared higher interest rates ever since. Europe raised rates this week…
11/09/26
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Article
Take Two: Bond sell-off endures;...
What do you need to know? Markets endured a volatile start to September as the global bond sell-off continued. Long-term…
07/09/26
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Article
View from the markets: Is...
By Daniel Morris, Chief Market Strategist Emerging market equities are having a good run. They have easily beaten developed markets…
04/09/26