14 January 2020
Investing
Fixed income outlook: the hunt for inflation
The most significant monetary policy developments in 2020 are unlikely to be policy rate changes; instead, many central bankers will […]
14 January 2020
14 January 2020
Investing
US jobs wonder – not quite what it seems
On the surface, the US job market is having a bumper run, with continuous growth signalling that more and more […]
14 January 2020
Investing
Emerging market fixed income – the outlook
Despite a sometimes challenging environment emerging market debt generated strong returns in 2019. All four principal emerging market debt categories […]
08 January 2020
Emerging markets
A scenario analysis for China’s 2020 outlook
Although recent data from China points to a broad-based recovery, downside risk to growth remains since business confidence has not […]
06 January 2020
Markets and central banks
2019: A happy ending
In 2019, global equities rose by 24.1% (MSCI AC World index in US dollar terms), marking the fourth largest annual […]
03 January 2020
Thought leadership and the outlook
The BNP Paribas Asset Management investment outlook for 2020
“HOTEL CALIFORNIA: no leaving QE” In 2020, investors may face a year of ‘lower for longer’ when it comes to […]
20 December 2019
Markets and central banks
Demystifying China’s local government debt
China’s local government debt (LGD) is like a mystery wrapped inside an enigma – few have an accurate understanding or […]
18 December 2019
Markets and central banks
Latest ECB monetary policy meeting: the aviary’s getting bigger
The first meeting of the ECB’s governing council chaired by Christine Lagarde will not go down in history for monetary […]
17 December 2019
Markets and central banks
Monetary policy at US Federal Reserve on hold
The Federal Open Market Committee left its federal funds target rate unchanged at 1.50% to 1.75% at its December 10-11 […]
12 December 2019
Investing
China themes for 2020 – growth and policy (2/2)
What to expect economically from superpower China in 2020? In the final part of this two-part series, senior economist Chi […]
11 December 2019
Investing
China themes for 2020 – trade war developments (1/2)
What are the key themes to watch for economic superpower China in 2020? In part 1 of this two-part series, […]
10 December 2019
Thought leadership and the outlook
Capture the essence of our Investment Forum in these videos and articles
From the prospects for China (despite the trade war ructions) to the outlook for the rival US economy in an […]
10 December 2019
Markets and central banks
The bond market’s compass is out of order
With eurozone interest rates well adrift from the basic calculation of ‘growth plus inflation’, anchorless fixed-income investors need something solid […]
10 December 2019
Investing
Time to put climate action back on track
Four years after the landmark Paris Agreement at the COP21 conference, it is becoming clear that climate change has been […]
06 December 2019
Investing
2019 Inquire Europe seminar (2/3): Deep learning framework for asset pricing models
Inquire Europe’s 2019 autumn seminar in Krakow, Poland, brought together some 100 investment professionals and academics to discuss recent advances […]
05 December 2019
Investing
Trade negotiations remain at the forefront for markets
Equity movements again mainly reflected hot and cold US and Chinese statements on the trade talks in November. The slightly […]
03 December 2019
Investing
How to allocate capital to green bonds? (3/3)
If green bonds are not a distinct asset class, how can investors include them in their capital allocation decisions? In […]
02 December 2019
Investing
COP25 meeting to take further steps in climate change fight
The international conference aims to take the next crucial steps in the UN climate change process after last year’s agreement on the […]
