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The risks around China’s grassroots mortgage ‘boycott’
FRONT OF MIND | Blog - 3 Min

The risks around China’s grassroots mortgage ‘boycott’

China is seeing rising numbers of homebuyers stopping their mortgage payments to banks because cash-strapped developers are not delivering the...

CHI LO
| 26.07.2022
Asset allocation update – Adjusting our risk-taking views
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Adjusting our risk-taking views

In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well...

MAYA BHANDARI
| 14.07.2022
Geopolitical shocks compound long-term systemic risks for sovereign issuers
FRONT OF MIND | Blog - 4 Min

Geopolitical shocks compound long-term systemic risks for sovereign issuers

The war in Ukraine has acted to exacerbate or complicate more fundamental and pervasive climate change and energy risks for...

MALIKA TAKHTAYEVA
| 08.07.2022
Covid-driven pressures keep US house prices high in 2022
FRONT OF MIND | Blog - 4 Min

Covid-driven pressures keep US house prices high in 2022

Several factors will likely keep US house prices on an upward trajectory this year. Still low mortgage rates as well...

JOHN CAREY
| 14.06.2022
Investing in green, social and sustainability bonds
FORWARD THINKING | Blog - 3 Min

Investing in green, social and sustainability bonds

Green, social and sustainability bonds provide financial support for projects and activities that have a positive impact on the environment...

Fixed income outlook – Hitting the brakes (at least in the US)
QUARTERLY
FIXED INCOME OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Fixed income outlook – Hitting the brakes (at least in the US)

We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a...

OLIVIER DE LAROUZIERE
+1 other(s)
| 26.04.2022
Fixed income outlook – To neutral and beyond
PORTFOLIO PERSPECTIVES | White paper - 2 Min

Fixed income outlook – To neutral and beyond

With the US labour market at full employment, annual wage gains at 5% to 6%, and inflation at levels that...

DANIEL MORRIS
+1 other(s)
| 26.04.2022
Weekly investment update - Two steps forward, one step back
WEEKLY
MARKET UPDATE 07.04.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update - Two steps forward, one step back

On the one hand, most economies are still in the midst of reopening following intermittent lockdowns in 2021. GDP growth...

DANIEL MORRIS
| 07.04.2022
Weekly investment update - A bond rout in first quarter 2022
WEEKLY
MARKET UPDATE 31.03.2022
FRONT OF MIND | Blog - 4 Min

Weekly investment update - A bond rout in first quarter 2022

Data on inflation in the US and eurozone continues to surprise to the upside, roiling bond markets.  Expectations for US...

ANDREW CRAIG
| 31.03.2022
Talking heads – Geopolitical storm tugs at fixed income moorings
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Geopolitical storm tugs at fixed income moorings

Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation...

OLIVIER DE LAROUZIERE
+1 other(s)
| 21.03.2022
China’s policy pivot favours Asia credit
PORTFOLIO PERSPECTIVES | Blog - 4 Min

China’s policy pivot favours Asia credit

Faced with slowing economic growth, we believe Beijing has shifted its focus away from tackling the country’s medium-term structural problems....

JEAN-CHARLES SAMBOR
| 15.03.2022
What the Chinese policy pivot means for Asia credit
PORTFOLIO PERSPECTIVES | Blog - 2 Min

What the Chinese policy pivot means for Asia credit

Faced with a slowing economy, we believe Beijing has shifted its focus away from tackling the country’s medium-term structural problems....