12 December 2018
Investing
US small caps: it is a very different world, so having a good pulse matters
Selecting and investing in small-cap stocks requires a skill set that is in tune with the segment’s very diverse and […]
12 December 2018
11 December 2018
Markets and central banks
Structural changes explain stagnating wages in US labour markets
The alarming rise in financial inequality has been a topic of much discussion in recent years. Parallels have been drawn […]
07 December 2018
Markets and central banks
Disruption at the ballot box – Italy 2018
Among developed nations Italy, along with the US and the UK, stands out on account of the combination of very […]
06 December 2018
Investing
Equity markets in November
After achieving some gains early in the month, followed by some volatility amid doubts on global growth and rising political […]
05 December 2018
Investing
Outlook 2019: a regime change in fixed-income: – asset allocation challenges
As markets face central bank quantitative tightening (QT), there are signs that we are on the brink of a regime […]
05 December 2018
Investing
Outlook 2019: investing for a sustainable future
An eventful ride We have seen unparalleled progress on global efforts to address the world’s biggest sustainability challenges, showcased by […]
04 December 2018
Investing
Outlook 2019: emerging markets – buy the dip in equities?
Emerging market (EM) equities fell into, and remained in, bear market territory in 2018, raising the question whether in 2019, […]
04 December 2018
Investing
Outlook 2019: emerging markets – opportunities in fixed income amid the furore
We have long argued that there is a real reason to worry about the fundamentals of many emerging markets (EM): […]
04 December 2018
Markets and central banks
Sino-US trade war: truce for now but risks have mutated
At the G20 summit on 1 December, China and the US agreed on a temporary trade-war truce. The US agreed to […]
03 December 2018
Investing
Outlook 2019: Markets – policy normalisation – a tricky balancing act
What are the key risks that investors face in 2019? We see risks coming mainly from three distinct sources: the […]
03 December 2018
Investing
Outlook 2019: Markets – adapting to quantitative tightening
Whereabouts are we in the credit cycle? Simply looking at measures of the credit cycle, for example, ratings upgrade-downgrade ratios […]
03 December 2018
Investing
Outlook 2019: Macroeconomics– waiting for inflation
Wage inflation has started to pick up. Is the revenge of the Phillips curve a theme for 2019? Investors have […]
03 December 2018
Investing
Outlook 2019: Regime change
As pronounced bouts of market volatility – in January/February and again in October – reminded investors in 2018, swings in […]
27 November 2018
Thought leadership and the outlook
BNP Paribas Asset Management Investment Forum: Great instability
How should investors respond to a world where the only constant is increasingly rapid, disruptive change? To deepen our understanding […]
26 November 2018
Investing
SME loans: a sweet spot in the bond market
At BNP Paribas Asset Management, Stéphane Blanchoz, Head of SME Alternative Financing, focuses on loans to small and medium-sized enterprises. […]
22 November 2018
Investing
If the renminbi breaks the 7/USD threshold – well, so what?
During the first half of November the renminbi has been trading around 6.95 against the US dollar (see exhibit 1 […]
21 November 2018
Investing
Real estate offers investors liquidity benefits in capricious times
Demand for physical property has shown little sign of diminishing in 2018 despite interest rates rising in the US and […]
19 November 2018
Investing
Decarbonising portfolios and the economy: getting real
Decarbonisation. Although it may be a bit of a mouthful, the word is cropping up increasingly in discussions between asset […]
