05 March 2020
Investing
How Natural Language Processing can boost investment returns
Three papers at Inquire Europe’s 2019 investment seminar looked at the results of turning natural language into analysable data for […]
05 March 2020
04 March 2020
Quantitative finance
What is Natural Language Processing and how can it help us?
The 2019 Inquire Europe autumn seminar discussed how machine learning can assist investment professionals. We report on how computers are […]
03 February 2020
Investing
Factor investing in corporate bonds: the new kid on the block
Using factors when investing in corporate bonds is still in its infancy. However, interest among investors has been growing quickly. […]
16 January 2020
Investing
US dollar’s flight to end as hawks squeeze out doves
The US dollar appreciated against the euro and most emerging market currencies in 2019 despite decelerating growth and cuts in […]
15 January 2020
Investing
2020: Challenges ahead for corporate debt markets
After strong performance in 2019, risk premia in corporate debt markets are low, meaning there is little cushion should profit […]
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
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 […]
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 […]
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 […]
06 December 2019
Investing
2019 Inquire Europe seminar: 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 […]
27 November 2019
Thought leadership and the outlook
(Too) big tech: is European regulation possible in a disrupted world? (2/2)
What industrial policies should Europe implement in relation to big tech and in the context of information asymmetry, asked Professor […]
27 November 2019
Thought leadership and the outlook
(Too) big tech: it’s a headache, but what kind of regulation is needed? (1/2)
Markets are imperfect and large technology companies are a good example, presenting regulatory headaches, as we heard from Professor Jean […]
23 November 2019
Thought leadership and the outlook
2019 Investment Forum – US economic policy and outlook (5/5)
The drag on US growth from the trade war has roughly cancelled out the boost from tax and interest-rate cuts, […]
22 November 2019
Thought leadership and the outlook
2019 Investment Forum – China: evolving strategic objectives and a shifting landscape (4/5)
Presidential tweets have resonated in financial markets, but as Amy Celico from Albright Stonebridge Group told the BNP Paribas Asset […]
21 November 2019
Thought leadership and the outlook
2019 Investment Forum: Market regulation in a superstar economy (3/5)
The digital age has brought dramatic benefits to society, but also costs and it often falls to governments to implement […]
