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The Intelligence Report – 7 May 2019

Global views and trends

BNPP AM
 

The new EU taxonomy defining what is truly 'sustainable' will offer essential clarity and help counteract greenwashing. We also review the implications for investors of Chinese bonds becoming more prominent in global benchmarks. Elsewhere in Asia Pacific, we assess the state of investment stewardship. Finally, we note that Goldilocks may currently prevail on the economic scene, but her grip on the throne is tenuous at best.

 

The EU taxonomy: the metric system of the 21st century
The proposed classification will be a ‘living’ list of all economic activities that can genuinely be seen as environmentally sustainable, ensuring a common understanding of what is ‘green’.

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Chinese bonds: catch me if you can
Investors face radical changes to their portfolio allocations as Chinese bonds assume greater prominence in the global benchmarks that typically guide fixed income investments.

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Good stewardship is key to sustainable investment in Asia Pacific
Despite a major step-up in sustainable investment, standards vary greatly in Asia Pacific. Close engagement and stewardship can lead to real progress where needed.

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Beware the risks of a fragile Goldilocks
While markets are pricing in a Goldilocks setting, a global slowdown or the US economy overheating, leading to fresh Fed tightening, could expose just how fragile this backdrop is.

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The Intelligence Report appears roughly every two weeks and offers investors insights into the topics that we believe matter to them from around BNP Paribas Asset Management. Contact your local representative for more information.

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