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). […]
14 February 2017
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 […]
13 January 2017
Thought leadership and the outlook
Asset classes: a new landscape for 2017 – part 3 of 6
In the third extract from BNP Paribas Asset Management’ informative overview of the investment outlook for 2017, Daniel Morris, senior […]
04 January 2017
Thought leadership and the outlook
Outlook 2017: Beyond the shadow of quantitative easing – part 2 of 6
In this second extract from BNP Paribas Asset Management’ informative investment outlook for 2017, entitled Beyond the shadow quantitative easing, […]
14 December 2016
Thought leadership and the outlook
With Trump’s promised policies, the USD is already becoming “Great Again”
Since Trump’s election on 8 November 2016, the US dollar has outperformed all major currencies except for the Canadian dollar, […]
12 December 2016
Thought leadership and the outlook
Outlook 2017: Beyond the shadow of quantitative easing – part 1 of 6
Available now, BNP Paribas Asset Management’ 2017 investment outlook covers the global macroeconomic landscape and the prevailing influences on the […]
08 December 2016
Thought leadership and the outlook
With healthcare at a crossroads, what role for the pharma industry and investors?
The pharmaceutical (pharma) sector is a major focus for investors, not just from a financial viewpoint, given its weight in […]
02 November 2016
Markets and central banks
Waiting for the Fed ?
Most market participants anticipate no change in the policy rate following the upcoming FOMC meeting in the week commencing 07/11/16 […]
28 September 2016
Investing
Low volatility, the hidden factor
Robert Haugen, who discovered the low-volatility anomaly in 1972, wrote numerous articles and books to try to popularise what he […]
21 September 2016
Investing
Momentum, the unloved factor
Momentum is unloved: being a good follower is rarely seen as a strength, and few asset managers would brag about […]
19 September 2016
Investing
Quality, the positive factor
Quality is positive: it is about good companies that are efficient at managing their businesses profitably, creating shareholder value and […]
14 September 2016
Investing
Value, the obvious factor
Value is obvious: ‘buy cheap and sell expensive’ is probably the first piece of received market wisdom that any investor […]
07 September 2016
Thought leadership and the outlook
Economic data roundup – probability of US rate hike recedes after weak data
Recent bad news for the US economy seems to have been positively interpreted by financial markets. The sudden drop in the […]
05 September 2016
Thought leadership and the outlook
Investment outlook for the rest of 2016: Emerging Markets
What is the investment outlook for emerging markets? Could the chronic underperformance of emerging market equities of the last six […]
02 September 2016
Thought leadership and the outlook
Investment outlook for the rest of 2016: Japan
Even though foreign sales represent a smaller share of total corporate revenue for the MSCI Japan index than they do […]
