Staying the course Markets this week have been gripped by apprehension over the potential fallout 7 minute read
Why the Banking Crisis Is a Big Deal Plus, utilities stocks that look promising and Pfizer’s stock prospects 1 minute read
Fibee talks: Meeting with Léa Dunand-Chatellet, Manager and Head of Responsible Investment at DNCA Finance After an hour of conversation with Léa Dunand-Chatellet, you come out, with the 7 minute read
Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected 4 minute read
Staying the course Markets this week have been gripped by apprehension over the potential fallout byBNP Paribas AM19 March 2023
Why the Banking Crisis Is a Big Deal Plus, utilities stocks that look promising and Pfizer’s stock prospects byMorningstar, Inc17 March 2023
Fibee talks: Meeting with Léa Dunand-Chatellet, Manager and Head of Responsible Investment at DNCA Finance After an hour of conversation with Léa Dunand-Chatellet, you come out, with the byFibee17 March 2023
Is the rebound in cyclical stocks sustainable? China’s recovery is stronger than the Party expected byDNCA Finance16 March 2023
19 March 2023 Staying the course Markets this week have been gripped by apprehension over the potential fallout byBNP Paribas AM7 minute read
26 February 2023 Allocating to private assets in open-ended funds rivate assets such as private equity and private debt have come to the fore as a byBNP Paribas AM5 minute read
24 February 2023 Markets: an East/West divide "Stagflation" (stubbornly high inflation and slowing economic growth) byBNP Paribas AM4 minute read
18 January 2023 The ‘four horsemen’ of 2023 A clean slate as we enter 2023 byBNP Paribas AM5 minute read
13 January 2023 Cheap talk can cloud insights on ‘green’ investments The winning paper at the fifth annual sustainable investment research (GRASFI) byBNP Paribas AM4 minute read
4 January 2023 Investment Outlook 2023 : The recession march The global economy seems on an inevitable march towards recession byBNP Paribas AM4 minute read
6 December 2022 Relief rally faces big test Most advanced economies appear to be moving towards slower growth and inflation: byBNP Paribas AM3 minute read
View on YouTube 28 October 2022 Talking heads – Focusing on the positives for Chinese equities In a continued correction, the Chinese equity market has underperformed other byBNP Paribas AM1 minute read
24 October 2022 Fixed income outlook – The pressure is on The US is facing slowing, but still strong demand and large negative supply byBNP Paribas AM14 minute read
18 October 2022 China’s property market – How seriously at risk is it? While China’s well-documented property sector woes have led some observers to byBNP Paribas AM4 minute read
14 October 2022 Battalions of sorrows Investors may have thought that they had seen the worst of it, or at least knew byBNP Paribas AM4 minute read
View on YouTube 1 October 2022 Talking heads – Slow-motion recession leaves equities exposed While equity markets are feeling the pinch from rising real rates, earnings byBNP Paribas AM1 minute read
29 September 2022 Climate and energy are more closely intertwined than ever The energy crisis was already wreaking amok with energy transition plans byBNP Paribas AM5 minute read
View on YouTube 19 September 2022 Talking heads – Opportunity knocks for global loans Senior secured corporate loans are debt instruments similar to high-yield bonds byBNP Paribas AM1 minute read
13 July 2022 An attractive, defensive investment: real estate debt Investors looking for alternatives to under-pressure equities and bonds, or just byBNP Paribas AM1 minute read
5 July 2022 Investing in influence: Investors, portfolio firms, and political giving The Global Research Alliance for Sustainable Finance and Investment is a byBNP Paribas AM5 minute read
28 June 2022 Talking heads – Loans: a potential sweet spot in SME lending In private markets, investing in loans can offer investors attractive features byBNP Paribas AM1 minute read
27 June 2022 A turning point in mid-June A turning point For the global economy and financial markets, the week ending 17 byBNP Paribas AM5 minute read
23 June 2022 Talking heads – Solutions to improve food security The war in Ukraine has highlighted the fragility of cross-border supply chains byBNP Paribas AM1 minute read
22 June 2022 Will value stocks continue to outperform expensive sector peers? Although half of that advantage in valuations is now gone, we believe it still byBNP Paribas AM3 minute read
