Front of mind
Issues currently moving the markets
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
TAKE TWO
Front of mind
Take Two: Stocks reach record highs; Eurozone and US business activity improves
By BNP Paribas Asset Management
TAKE TWO
Front of mind
Take Two: Central banks keep rates on hold but divisions emerge
By BNP Paribas Asset Management
VIEW FROM THE MARKETS
Front of mind
View from the markets: The earnings season has been amazing. Why have stocks fallen?
By Daniel Morris
TAKE TWO
Front of mind
Take Two: ECB holds rates
By BNP Paribas Asset Management
Portfolio perspectives
Investment strategies and asset allocation
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
EQUITY OUTLOOK
Portfolio perspectives
Global equity outlook: A tale of two markets
By Daniel Morris
MARKET VIEWS
Portfolio perspectives
Monthly Market Views: Equity earnings boost and Asia’s move away from oil
By Daniel Morris & other authors
TALKING HEADS
Portfolio perspectives
The impact of AI on the media and advertising industries
By Matthijs Leendertse & other authors
Portfolio perspectives
The quiet outperformer: A compelling case for Global USD Sukuk
By Syed Haziq Zikri Syed Danial & 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
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
Forward thinking
Europe’s strategic autonomy: what we know and what is forecast
By Lazare Hounhouayenou & other authors
Corporate insights
Corporate news and sustainability insights
Stewardship
Transforming the global food system: The role of institutional investors
By Rachel Crossley
Sustainability
BNPP AM retains top rating of 5 out of 5 stars for the Policy, Governance and Strategy category in the Principles for Responsible Investment’s (PRI) Assessment Report 2025
By BNP Paribas Asset Management
Corporate news
Empowering Natural Capital while driving financial returns
By BNP Paribas Asset Management
Corporate news
A helping hand for nature offers promising prospects for pharmaceuticals
By BNP Paribas Asset Management
Corporate news
Closing the loop on AI and renewables: a promising investment landscape
By BNP Paribas Asset Management
Corporate news
A switch in the food chain that fosters a hopeful economic future
By BNP Paribas Asset Management