BNP AM

The sustainable investor for a changing world

Search for

Filter by

Asset class

Economics

Geography

Investing

PODCASTS
EQUITIES
Currencies

Inflation

US climate spending – How does it reduce inflation?
FORWARD THINKING | Blog - 4 Min

US climate spending – How does it reduce inflation?

Billions of dollars are set to be allocated to bolstering US infrastructure under the Inflation Reduction Act, a belated but...

EDWARD LEES
| 15.08.2022
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
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
Weekly market update – Worrywarts may yet smile
WEEKLY
MARKET UPDATE 28.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Worrywarts may yet smile

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

DANIEL MORRIS
| 28.07.2022
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
Weekly investment update – The credibility of the US Fed and a 100bp rate rise
WEEKLY
MARKET UPDATE 14.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – The credibility of the US Fed and a 100bp rate rise

US recession concerns are mounting, but still high inflation is underscoring the wide consensus among US policymakers for tightening up...

CHI LO
| 14.07.2022
Asset allocation video – Recession: The numbers say ‘soon’. Or do they?
PORTFOLIO PERSPECTIVES | Video - 2 Min

Asset allocation video – Recession: The numbers say ‘soon’. Or do they?

Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:...

DANIEL MORRIS
+1 other(s)
| 11.07.2022
Weekly investment update – Post Fourth of July blues
WEEKLY
MARKET UPDATE 07.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly investment update – Post Fourth of July blues

First-half returns on equities and bonds were frankly disastrous. Furthermore, establishing a reliable scenario that can stand the test of...

NATHALIE BENATIA
| 07.07.2022
Weekly investment update – What’s the word?
WEEKLY
MARKET UPDATE 30.06.2022
FRONT OF MIND | Blog - 2 Min

Weekly investment update – What’s the word?

Two words have battled for supremacy in investors’ minds over the course of the year: ‘Recession’ and ‘inflation’. The higher...

DANIEL MORRIS
| 30.06.2022
Asset allocation video – Taking risk off the table
PORTFOLIO PERSPECTIVES | Video - 2 Min

Asset allocation video – Taking risk off the table

Higher yields, worries about rising inflation and slowing growth, and the prospect of more - and larger - US rate...

MAYA BHANDARI
+1 other(s)
| 17.06.2022
Weekly investment update – Twists and turns
WEEKLY
MARKET UPDATE 16.06.2022
FRONT OF MIND | Blog - 4 Min

Weekly investment update – Twists and turns

Last Friday, after the latest inflation US data, everything seemed clear already: Higher-than-expected inflation in May would lead the Federal...

NATHALIE BENATIA
| 16.06.2022
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