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 […]
3 weeks ago
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. […]
18 July 2017
Markets and central banks
US economic outlook: fortunately, there is more than Trumponomics
In the wake of the US presidential elections, the prospect of tax cuts, deregulation of the financial sector and infrastructure […]
18 July 2017
Investing
Eurozone economy: looks good, can hard economic data match the surveys?
Looking at leading indicators and the eurozone economic outlook, the scene is set for strong growth, in our views. Taken […]
18 July 2017
Markets and central banks
Implications of the glacial pace of unwinding non-conventional policies
In the immediate future, we do not necessarily see any risks arising from the current, very slow pace that central […]
18 July 2017
Investing
Again and again : political news in the US and Europe
Trumponomics in 2016 gives way to Trumpidation in 2017 The key worry for many in the markets following Donald Trump’s […]
18 July 2017
Investing
Low volatility, high valuations
Volatility of US equities is at historic lows The one thing we can say with certainty is that whenever the […]
18 July 2017
Investing
Structural reflections on the mid-year market outlook
Lessons to be learnt from the performance of Japan’s financial markets There are many reasons for the disappointing performance of […]
18 July 2017
Investing
Emerging markets: it all depends on China
Did you know that the technology sector now represents 25.6% of the MSCI emerging market equity index (relative to 23.2% […]
18 July 2017
Investing
Our asset class preferences at mid-year 2017
Which assets stand to benefit? The conundrum continuing to face investors is that valuations for most asset classes remain high […]
18 July 2017
Investing
Japan: a two-sided economy
In one aspect, Japan is somewhat comparable to the US: conditions in the labour market are tight, but wages are […]
27 June 2017
Thought leadership and the outlook
Avoiding the perils of the ‘drawdown’
As investors, we are constantly on the lookout for liquid assets offering attractive and steady returns. Although it is commonly […]
13 June 2017
Thought leadership and the outlook
What’s hot: finance in the 21st century
Please note that this article can contain technical language. For this reason, it is not recommended to readers without professional […]
14 February 2017
Thought leadership and the outlook
The US dollar… what else?
During the last three years the US dollar has appreciated by over 25% against major currencies (see Exhibit 1 below). […]
07 February 2017
Thought leadership and the outlook
A Goldilocks-style US labour market report for January 2017
In our business a Goldilocks scenario refers to a macro-economic environment where economic growth is strong enough to support earnings […]
26 January 2017
Investing
Being protected without killing your upside
Appetite among investors for funds with capital protection has been increasing in recent years. BNP Paribas Asset Management’ research examines […]
23 January 2017
Thought leadership and the outlook
Alternative debt: SME debt disintermediation to progress in 2017
This is the fifth extract from ‘Beyond the shadow of quantitative easing’, BNP Paribas Asset Management’ investment outlook for 2017, […]
16 January 2017
Thought leadership and the outlook
Factor investing: boosting returns from equity and credit markets – part 4 of 6
In this, the fourth of six extracts from ‘Beyond the shadow of quantitative easing’, BNP Paribas Asset Management’ informative overview […]
