BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

PODCASTS
EQUITIES
Currencies

Front of mind

Issues currently moving the markets

Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog – 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While…

CHI LO
| 11.08.2022
Skies clear for billion-dollar US climate spending bill
FRONT OF MIND | Blog – 4 Min

Skies clear for billion-dollar US climate spending bill

A game-changing bill has been passed by the US Senate, paving the way for billions of US dollars of spending…

EDWARD LEES
+1 other(s)
| 09.08.2022
The Hong Kong dollar peg: Your questions answered
FRONT OF MIND | Blog – 3 Min

The Hong Kong dollar peg: Your questions answered

The Hong Kong Monetary Authority (HKMA) has intervened after three months of weakness to maintain the HKD/USD peg under the…

CHI LO
| 08.08.2022

The Big Question

What’s the risk of a US recession in 2023?

Tell us your view and discover ours

10%

25%

50%

75%

Submit

Portfolio perspectives

Investment strategies and asset allocation

Can equity value investing be sustainable?
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Can equity value investing be sustainable?

Traditional equity value indices, which incorporate only the least expensive companies, tend to be associated with a higher carbon footprint...

RAUL LEOTE DE CARVALHO
| 03.08.2022
Asset allocation highlights – Expectations out of line
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation highlights – Expectations out of line

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

MAYA BHANDARI
+1 other(s)
| 02.08.2022
Mid-year outlook takeaways – Chronicle of a recession foretold
MID-YEAR
INVESTMENT OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Mid-year outlook takeaways – Chronicle of a recession foretold

Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question...

DANIEL MORRIS
| 26.07.2022

The Big Topic

SUSTAINABILITY MATTERS

All our views, all in one place.

Forward thinking

Trends shaping the future

Measuring the impact of climate change on equity risk and portfolio choice
FORWARD THINKING | Blog - 4 Min

Measuring the impact of climate change on equity risk and portfolio choice

This article is part of our series on current academic research into a range of sustainable investment topics. The papers...

| 10.08.2022
Investment in nature-based solutions will be key to net zero
FORWARD THINKING | Blog - 4 Min

Investment in nature-based solutions will be key to net zero

Are forests the next big asset class for sustainability? Robert-Alexandre Poujade argues that nature-based solutions are an underexposed area for...

The promise of RNA tech for pest control and beyond
FORWARD THINKING | Audio - 2 Min

The promise of RNA tech for pest control and beyond

In the race to feed a growing world population effectively as well as develop environmentally sustainable crop protection solutions, messenger...

EDWARD LEES
+1 other(s)
| 25.07.2022

Viewpoint highlights

Subscribe to receive this week’s articles straight to your inbox.

Please enter a valid email
Please check the boxes below to subscribe

FOLLOW VIEWPOINT

Receive updates daily

Investor essentials

Our latest regular features, outlooks and reports