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
VIEW FROM THE MARKETS
Front of mind
View from the markets: What is (and is not) behind the bond sell-off and what it means for equities
By Daniel Morris
TAKE TWO
Front of mind
Take Two: US inflation slows; Eurozone economy edges ahead in Q2
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Scorchio!
By Chris Iggo
FROM CHI'S DESK
Front of mind
Asia can manage a global AI investment slowdown
By Chi Lo
TAKE TWO
Front of mind
Take Two: Stocks reach record highs; Eurozone and US business activity improves
By BNP Paribas Asset Management
FROM CHI'S DESK
Front of mind
US Fed’s constructive ambiguity – back to the old school
By Chi Lo
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives
Why an absolute return approach to fixed income could help investors navigate uncertainty
By James McAlevey & other authors
TALKING HEADS
Portfolio perspectives
Sustainable farming can offer portfolio diversification and inflation protection
By Maxence Foucault & other authors
Portfolio perspectives
Supporting decarbonisation: Why transition and sustainability-linked bonds can and should co-exist
By Jamison Friedland
Portfolio perspectives
US high yield: Selective opportunities in a bifurcated economy
By Jack Stephenson
Portfolio perspectives
Managing private asset allocations in open-ended funds
By Raul Leote De Carvalho & other authors
Portfolio perspectives
Emerging market equities offer a deep‑value play as the global growth engine turns green
By Edward Lees & 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
Filter the noise, focus on the top priorities in income bond investing
By BNP Paribas Asset Management
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