16 November 2018
Investing
Chart of the week: Rising cost of hedging US dollar exposure
Mind the gap! Over the course of 2018, the US Federal Reserve is on course to raise the federal funds […]
16 November 2018
15 November 2018
Investing
Currency risk: full hedging? Or is partial (or no) hedging better?
How should an investor with a medium-term horizon deal with currency risk? That is a crucial question given that, unlike […]
14 November 2018
Thought leadership and the outlook
Does a rise in market power explain the ills of developed economies?
The spectacular rise in market power of relatively few companies that practically monopolise their industries, especially in the US, has […]
13 November 2018
Investing
Towards lower-cost, tailor-made healthcare
Major changes are currently taking place in the healthcare sector, one of the most important being the development of personalised […]
12 November 2018
Markets and central banks
A duality in outcomes: ‘Good’ versus ‘bad’ emerging markets
Investors are right to question whether there is a debt crisis in emerging markets (EM). We have been concerned about the […]
09 November 2018
Markets and central banks
Unintended consequences of the Sino-US trade conflict (part 2)
US President Donald Trump believes that “trade wars are easy to win”. Many observers and investors agree with him as […]
08 November 2018
Markets and central banks
Unintended consequences of the Sino-US trade conflict (part 1)
China could gain greater political cohesion While many observers see China as the underdog in its trade conflict with the […]
07 November 2018
Thought leadership and the outlook
A post-election recipe: Gridlock with a dash of stimulus
As widely expected, Democrats captured control of the House of Representatives in the midterm elections on 06/11/18, emerging with a […]
06 November 2018
Investing
Equity markets in October
Despite rallying during the month’s last trading session, equity markets still ended October with their steepest monthly drop since May […]
05 November 2018
Investing
Persuading without being pushy
Canadian Jane Ambachtsheer has joined BNP Paribas Asset Management as its Global Head of Sustainability. “Without an eye for sustainability, […]
05 November 2018
Investing
Webcast: China’s consumption upgrading
China’s consumption upgrading: meet the multi-faceted Chinese consumer We are pleased to invite you to our upcoming 30-minute webcast on […]
03 November 2018
Investing
What’s hot: ESG exposure and portfolio construction (part 3 of 3)
The October 2018 Inquire Europe seminar brought together about 100 investment professionals and academics in Budapest, Hungary, to discuss “ESG […]
02 November 2018
Investing
SME lending for diversified and stable cash flows
Why is the market for alternative lending expanding? Traditional sources of return, i.e. stocks and bonds, face a number of […]
01 November 2018
Investing
What’s hot: ESG exposure and portfolio construction (part 2 of 3)
The October 2018 Inquire Europe seminar brought together about 100 investment professionals and academics in Budapest, Hungary, to discuss “ESG […]
31 October 2018
Markets and central banks
The six key themes for US Treasuries in Q4 2018
The primary themes impacting the yields of US Treasuries and the pricing of future levels of inflation (via breakeven inflation […]
30 October 2018
Investing
What’s hot: ESG exposure and portfolio construction (part 1 of 3)
The October 2018 Inquire Europe seminar brought together about 100 investment professionals and academics in Budapest, Hungary, to discuss “ESG […]
29 October 2018
Investing
Equity market valuations: Where are we now?
US multiples have fallen, but are still above their long-run averages; Europe is not obviously cheap Emerging markets and Japan […]
28 October 2018
Markets and central banks
CAUTION: Criticising the Fed will have consequences
It’s not the job of market participants to tell elected officials what to say or not to say, but it […]
