View from the markets: Is...
By Daniel Morris, Chief Market Strategist High-yield credit markets are often seen as ‘the canary in the coal mine’ when…
09/10/26
Macroeconomics
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Article
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Podcast
Inflation-linked bonds: protection in a...
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to…
08/10/26
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Article
How fixed income investors can...
By Fadi Berbari, Portfolio Manager, Fixed Income and Chiara Martinello, Investment Specialist The geopolitical landscape has undergone a significant shift…
06/10/26
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Article
European defence: Strategic autonomy drives...
By BNP Paribas Asset Management, Head of ETF Research, Daniel Dornel Europe is currently navigating a deep structural evolution. To…
05/10/26
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Article
Take Two: US equities enjoy...
What do you need to know? Overseas investors put a record $942 billion into US equities and investment fund shares…
05/10/26
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Article
View from the markets: Is...
By Daniel Morris, Chief Market Strategist The sell-off in government bonds shows no signs of abating, even if the impetus…
02/10/26