22 September 2017
Markets and central banks
Financial markets skip to a happier beat
Financial markets kept calm and carried on over the summer, not knowing quite what to make of the many ‘known […]
22 September 2017
21 September 2017
Investing
Smart beta without the beta
Absolute return is seen as the holy grail of asset management: pure performance without market risk. Theoretically, any source of […]
20 September 2017
Investing
Standing by for the Federal Open Market Committee
Florida dodged a bullet as the worst fears over Hurricane Irma were fortunately not realized. The dangerous storm came ashore […]
19 September 2017
Markets and central banks
EMU stocks underperforming US stocks so far in 2017 – blame it on the USD!
With less than four months to go in 2017, returns of eurozone equities are failing to live up to the […]
15 September 2017
Investing
Disruptive technology – new growth opportunities in environmental markets
At Impax, BNP Paribas Asset Management’s partner specialising in environmental markets, we conduct our own proprietary research. This includes visiting […]
14 September 2017
Markets and central banks
US bond yields yoyo in early September
The first full trading week of September 2017 saw US interest rates breach the lower end of their recent range, […]
13 September 2017
Markets and central banks
European banking: set to shrug off slow revenue growth
European banks have frequently been in the headlines of the financial media this year. We have seen bank bailouts in […]
12 September 2017
Investing
How does ‘quantamental’ fit with factor investing?
‘Quantamental’ is a relatively new portmanteau word in asset management lingo. Its creation is indicative of a trend in our […]
11 September 2017
Investing
Disruptive technology – tearing up the US retail landscape (at a store near you)
We believe recent M&A activity indicating the first major combinations of traditional bricks-and-mortar retailers with major online retailers in the […]
07 September 2017
Investing
Momentum and individualism: another stereotype built on sand…
The momentum factor is the tendancy for stocks to show persistence in performance. In financial markets it can be thought […]
06 September 2017
Markets and central banks
Overview of what happened in equity markets in August 2017
Geopolitics came into play in August Financial markets clearly tracked the deterioration in the geopolitical and political climate in August. […]
02 September 2017
Investing
Indian reforms: looking beyond the rear-view mirror
Having inherited a regime with high inflation, elevated interest rates and a perceived lack of transparent governance, the current government, […]
3 weeks agoGraph of the week – the new mediocre
Cumulative US GDP growth in the current business cycle expansion (which ‘officially’ began in June 2009) compared to previous periods […]
31 August 2017
Markets and central banks
Thoughts on the economic fallout from tropical storm Harvey
Given the size and geography of the US, it is vulnerable to extreme climatic events including snowstorms, intense drought and, […]
30 August 2017
Markets and central banks
A weakening bias for the US dollar well into 2018
The US Dollar Index (USDX, DXY), made up of only G-10 currencies, has been weakening in fits and starts since […]
25 August 2017
Investing
Will China’s new political top table be more reformist?
There have been major personnel changes at all levels of the Chinese government since 2016 in preparation for the second […]
22 August 2017
Markets and central banks
Mid-August financial market wrap – US economic growth set to continue
The much anticipated, late-August calm in financial markets has taken a backseat amidst rising geopolitical concerns, increased uneasiness in response […]
21 August 2017
Thought leadership and the outlook
Second-quarter GDP growth in the developed economies: mostly good news
The summer is a good time to review the recent quarterly data for economic growth published in the leading developed economies. […]
