Neutral on equities and underweight fixed income
Seizing the opportunities of the energy transition, environmental sustainability and inclusive growth
On the revenge of the Phillips curve, growth in the US and China, and risk in the eurozone
On credit, emerging markets and the US dollar
Political change of direction and populist government suggest future stress for Italian government debt
High levels of local concentration suggest employers have market power
The global economy will likely face a more challenging environment in 2019.
Out now: our take on markets and the economy and our asset class expectations
In connection with the COP24, held in Poland from 3 to 14 December, French daily l’Opinion, published an exclusive dossier: “Climate and biodiversity: why is the financial sector scaling up?” Frédéric Janbon, CEO and Board Member of BNP Paribas Asset Management Holding, is one of eight key observers to address the need to move to a low-carbon world. Read his opinion column below:
On 27 November, BNPP AM's approach to ESG and to ETF education received prizes during the 18th annual Investor Awards organised by leading online French publication Boursorama.
Understanding disruptive change and the opportunities it creates
Parvest Global Environment was awarded ‘Best fund’ in the ‘thematic funds’ category, while Parvest Sustainable Bond Euro ranked #1 in the category ‘government bonds’.
Orderly weakening may be a benign force for Asia's growth
Access to high-quality assets; portfolio diversification; and the ability to adjust exposure efficiently and effectively
Equity markets' usual year-end Santa Claus rally might get an additional boost
Trade diversion and Chinese demand could help EMs; reduced interdependence could encourage China
While superstar companies operate in a competition-free environment, others struggle in a world where pricing power is rare
Read the latest Multi Asset Spotlight!
A Global Commitment to eradicate plastic waste pollution at the source, has been signed by 250 organisations including many of the world's largest packaging producers, brands, retailers and recyclers, as well as governments and NGOs.
A look at developed and emerging equity valuations to assess which now appear attractive, at least from a stock multiples viewpoint
Join the 30-minute webcast on 12 November with Maxwell Yang and Jessica Tea
Fundamentals, market dynamics and technicals enable us to take advantage of market opportunities
Small caps are trading at a discount to large caps
Calculations are more effective than ideological treatises, says new Global Head of Sustainability
Effects could include reversal of globalisation and relocation of production, impacting jobs and growth
Plenty of dates to watch out for
Defensives such as REITs did well during the uncertainty
Growth dynamics and demographics add to the arguments in favour
Consider promising businesses that supply critical components and technology
On September 25th, BNPP AM was rewarded « Rising Star » in the Sales Service category at the ALFI Global Distribution Conference in Luxembourg, organised by the Association of the Luxembourg Fund Industry (ALFI).
BNPP AM’s Head of Global Sustainability, Jane Ambachtsheer joined BNP Paribas Group’s CEO Jean-Laurent Bonnafé on September 26th for the official launch of the Tobacco-Free Finance Pledge in New York, during a side event of the United Nations General Assembly.