View from the markets: A...
By Daniel Morris, Chief Market Strategist As the third quarter earnings season kicks off, investors are nervous given the recent…
16/10/26
Macroeconomics
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Article
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Article
How our approach to sustainability...
By BNP Paribas Asset Management The world in which our clients invest is being reshaped by powerful structural forces: environmental…
12/10/26
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Article
European sovereignty: Energy security presents...
For decades, energy security was chiefly viewed through the lens of supply chain stability. But in Europe, it has evolved…
12/10/26
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Article
Take Two: Fed signals further...
What do you need to know? US interest rates are likely to increase again before the end of 2026, the…
12/10/26
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Article
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
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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