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: 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
VIEW FROM THE MARKETS
Front of mind
View from the markets: Is high-yield credit flashing a warning sign?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: US equities enjoy record inflows; eurozone inflation rises
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: Is this the new (old) normal for government bond yields?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: OECD increases global GDP growth forecast; Nasdaq hits new high
By BNP Paribas Asset Management
Portfolio perspectives
Investment strategies and asset allocation
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
Portfolio perspectives
Fixed Income Quarterly Update – October 2026
By Olivier De Larouzière
Portfolio perspectives
Euro Credit Quarterly Update – October 2026
By Boutaïna Deixonne
Portfolio perspectives
Innovating with liquid alternative and buffer ETFs
By Vincent Bérard
TALKING HEADS
Portfolio perspectives
Inflation-linked bonds: protection in a more volatile inflation world
By Elida Rhenals & other authors
Forward thinking
Trends shaping the future
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
Forward thinking
Europe: Forging its own way
By Daniel Morris