A study of BNP Paribas Asset Management’ Socially Responsible Investment (SRI) Best-In-Class universe of European stocks highlighted a size effect that determines financial performance. Study author Vincent Lapointe explains.
Investors are increasingly on edge as various signals suggest that times are changing.
Charles Alberti, Investment Specialist at THEAM, and Anne Poirrier-Hamon, Head of Product Strategy at BNP Paribas Asset Management, respond to Perspectives’ questions regarding the cutting-edge target date strategy designed to provide investors with upside potential as well as formal protection by the BNP Paribas Group.
The European central bank’s ability and willingness to take, if economic conditions require, non-conventional monetary policy measures has provoked reactions in senior ECB officials.
Major European sectors should do well in 2014 as company profitability recovers. Investors should look for large-cap companies offering longer-term growth and sustainable earnings, which together with attractive valuations can result in opportunities to take or expand positions.
Many European investors in low volatility equities were caught by surprise: the volatility of their low equity portfolios has been as high as the market volatility.
European equities set to shine on profits outlook, valuation and possible ECB policy support.
The attributes of emerging markets’ have long been recognised in the form of abundant economic literature on the subject.
Etienne Vincent, head of quantitative management at THEAM, explains the similarities between the four main recurring sources of outperformance in equity markets and the four cardinal virtues identified by Plato in his philosophical works
Three reasons why investors should consider small caps rather than their larger counterparts for their strategic asset allocation.
Portfolios of multiple Smart Beta indices can be replaced by more efficient robust portfolios with targeted factor exposures.
Each month, Christian Dargnat, Head of the distribution business line, gives a view on BNP Paribas Asset Management investment strategy.
The Responsible Investment Policy is an integral part of the BNP Paribas Asset Management (BNPP IP) approach.
Credits markets have realized excellent performances so far since the beginning of the year, and they can remain like this throughout 2014.
Interest-rate liberalisation will be crucial to the success of China’s broader financial reform ambitions.
One of the key elements of our research process is what we call ‘horizon scanning’. We have recently considered on that research the farm animal welfare.
In European equities, employing a “straw hats in winter” strategy – when something is not in demand, it should be available at a lower price – can produce attractive returns.
Each month, Christian Dargnat, Head of the distribution business line, gives a view on the investment strategy.