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: Never stop
TALKING HEADS
Front of mind
Is the market underestimating China’s AI potential?
By David Choa & other authors
TAKE TWO
Front of mind
Take Two: Fed and Bank of Japan raise interest rates; Bank of England stays on hold
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Déjà vu: What’s next for markets after the latest spike in oil prices?
By Daniel Morris
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
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives
AI’s climate challenges and the potential opportunities
By Crystal Geng & other authors
Portfolio perspectives
Technology outlook: Balancing rapid growth with long-term valuations
By Vincent Nichols
TALKING HEADS
Portfolio perspectives
Investing in environmental solutions: Navigating a new era of resource scarcity
By Edward Lees & other authors
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
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
Robots and Automation: Beyond AI
By Geoffroy Citerne
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
Forward thinking
Europe’s strategic autonomy: what we know and what is forecasted
By Lazare Hounhouayenou & other authors