19 September 2019
Insights on market events
The longest ever expansion in US economic growth
The election campaign for the November 2020 US presidential election was launched by President Trump in June. ‘It’s the economy […]
19 September 2019
18 September 2019
Investing
Negative bond yields – what happens next?
The summer of 2019 has seen bond yields in developed economies fall to historically low levels. Interest rates on debt […]
17 September 2019
Investing
Chart of the week – Looking below the index: industry earnings and valuations
Forward earnings estimates for US and European equity indices suggest that profitability growth is unlikely to drive markets higher At […]
13 September 2019
Central bank watch
What’s the ECB’s objective? Thoughts after September’s meeting of the governing council
Future generations of savers may search for bonds bearing positive interest rates like pioneers in the US gold rushes during […]
12 September 2019
Investing
Is software a significant theme for emerging markets?
After penetrating the consumer space and bringing benefits including efficiency gains to homes and offices, software is set to take […]
10 September 2019
Investing
Paris welcomes ‘PRI in Person’ responsible investment conference
The Principles for Responsible Investment (PRI) is a group of some 2 300 leading asset owners, investment managers and service […]
09 September 2019
Sustainable investing
BNPP AM details engagement with issuers, regulators and public policymakers
Stewardship and engagement are important drivers of the move towards a more sustainable financial system in which investors are focused […]
06 September 2019
Investing
Is there a cost to sustainability?
Measuring the factor exposures of ESG and low-carbon investing in equities The rewards of being socially responsible Blending an ESG […]
04 September 2019
Investing
Developments and prospects for US inflation
From the perspective of US Treasury Inflation-Protected Securities (TIPS) investors, consumer price index (CPI) inflation continues to disappoint. Data released by the US Department […]
03 September 2019
Central bank watch
Shifts in trade policy drive equity markets in August
Financial markets continued to track news from the trade front. Equities fell in the very first trading sessions of August […]
28 August 2019
Emerging markets
China’s bank failures: a turning point for the system
Three recent bank failures show that China can take the short-term pain of financial clean-up and clear the way for […]
27 August 2019
Investing
Breakevens broken?
One interesting feature of the recent price action is that despite the high conviction among investors that central bankers will […]
23 August 2019
Investing
The ultimate question of the Hong Kong dollar peg
Recent socio-political turmoil has prompted investors to ask the ultimate question about the Hong Kong dollar peg: Does China still […]
21 August 2019
Markets and central banks
Chart of the week – Heaven in the havens?
Market volatility has been seesawing so far in August as various events have fuelled talk of global recession. While we […]
20 August 2019
Investing
Severe sell-off across Argentina looks overdone; caution still needed
The recent tumble and sell-off across Argentina assets on concerns over a shift to a populist regime that could rumble […]
19 August 2019
Investing
Putting sustainable investing at the core in Asia
Sustainable investment strategies are gaining momentum in Asia Pacific as ESG issues such as climate change, air pollution and plastic […]
14 August 2019
Emerging markets
The renminbi conundrum: the external surplus and the exchange rate
Here is the conundrum: Why is the renminbi-US dollar exchange rate still under pressure when China’s external surplus [1] has […]
13 August 2019
Insights on market events
Chart of the week – Choosing the other
It is a simple enough phenomenon in physics: when you push at one end of a closed tube with a […]
