25 April 2018
Investing
New Russia sanctions: a one-off event or a signal of more to come?
This article was written by TKB Investment Partners. The US recently added several Russian entities and individuals to its sanctions […]
25 April 2018
24 April 2018
Investing
Some context on the environmental impact of a sustainable water strategy
This article was written by Impax Asset Management, a specialist asset manager experienced in investing in the opportunities arising from […]
20 April 2018
Markets and central banks
Thoughts on US breakeven inflation rates: a new Fed stance and trade concerns
In considering what drives breakeven inflation (BEI) rates, mostly the gap between the yield on 10-year US Treasury inflation-protected securities […]
18 April 2018
Markets and central banks
Brexit update – reaching a milestone and now facing other bumps in the road
In March, Britain and the EU reached a milestone agreement in their Brexit negotiations, but the road to a sensible […]
17 April 2018
Markets and central banks
Kuroda begins second term at Bank of Japan
On 9 April, Haruhiko Kuroda began his second term as governor of the Bank of Japan (BOJ), facing a familiar […]
16 April 2018
Markets and central banks
Webcast: A road map for navigating protectionism
A roadmap for protectionism – the elevator and the staircase We assess the risks of a full-blown global trade war […]
12 April 2018
Investing
Looser in emerging markets, tighter in developed: can the trend continue?
Last year, a combination of recovering but still below-potential growth and falling inflation allowed the central banks of many emerging […]
10 April 2018
Investing
Equity markets in March – trade, tech and monetary policy
Equity markets in March: another tumble After the sudden swoon in equities in early February and their rocky climb back […]
10 April 2018
Investing
Challenges and opportunities in US credit markets
For US credit markets, while January had provided investors with some optimism that the strength and stability of 2017 would […]
09 April 2018
Markets and central banks
Monthly market overview – March 2018
Andrew Craig, Head of Financial Market Analysis & Publications, presents our monthly market overview for March 2018: If you are […]
05 April 2018
Investing
“Infrastructure debt still delivers an attractive risk/reward”
Karen Azoulay, head of infrastructure debt, discusses how BNP Paribas Asset Management (BNPP AM) is positioned at a time when […]
04 April 2018
Investing
Factor investing – a source of diversification for fixed-income investors
In addition to its relevance to equity markets, smart beta – particularly factor investing – can be applied successfully to […]
03 April 2018
Investing
The growing options for investing in rented housing
The shortage of housing to both buy and rent in the Netherlands has attracted a lot of media attention since […]
29 March 2018
Markets and central banks
A roadmap for navigating protectionism
Financial markets have experienced another bout of volatility, this time related to an escalation in protectionism involving the US and […]
29 March 2018
Investing
Some thoughts on drawdowns and liquidity
In a previous article, entitled “Avoiding the perils of the ‘drawdown’”, I explored the concept of ‘drawdowns’, the heavy losses […]
28 March 2018
Investing
Global warming and environmental legislation: will ‘David’ defeat ‘Goliath’?
When the owner of a small Peruvian farm moved to sue a giant of the energy industry, no-one noticed, but, […]
26 March 2018
Markets and central banks
Trump’s China tariffs: consequences of the ‘America First’ trade agenda
President Trump signed an executive memorandum on Thursday, 22 March, instructing the US Trade Representative (USTR) to consider imposing tariff […]
26 March 2018
Markets and central banks
FOMC March 2018 – Chairman Jay Powell opens his account
A new era for US central banking began on 20-21 March as Federal Reserve chairman Jay Powell presided over his […]
