What impact will de-globalization have on the markets? The Multi Asset Team at BNP Paribas is looking into this question and explaining the investment opportunities.
Investors appeared to finally price in robust growth and policy normalisation. However, the salient risks have not gone away: the Sino-US tariff row remains; the Fed and other central banks appear determined to normalise policy further; and Italian political turmoil looked unlikely to abate.
Computer scientists have reached impressive breakthroughs in AI. In China, the use of AI will particularly play an important role in the shift from a capital-intensive model to a consumption-based economy.
During Responsible Finance Week, BNPP AM presents the new edition of its Responsible Investor Report: "Investing for a better world".
BNPP AM recently became the first asset management sponsor of GRASFI, a network of leading research universities worldwide established to promote rigorous and impactful academic research into sustainable finance and investment.
BNP Paribas Asset Management has been ranked first for a second successive quarter for assets under management in SRI conviction funds in France, according to recent analysis from Novethic, the French sustainable finance research company.
Small Caps haben sich gut entwickelt. Aus Sicht von Eric McLaughlin, Senior Investment Specialist bei BNP Paribas, sind Aktien kleinerer Unternehmen im aktuellen Umfeld zu einer recht sicheren Wette geworden.
The US equity rally has been led by the IT sector. This has accounted for 20%-50% of US equity returns since 2016. The rally is now looking stretched on various metrics.
BNP Paribas Asset Management ist neuer Sponsor von GRASFI, einer Initiative weltweit führender Universitäten mit dem Ziel, zu einem ökologisch nachhaltigem Finanzsystem beizutragen.
Für den Ausverkauf von EM-Anleihen im August war vor allem der Verfall der türkischen Lira verantwortlich. Die Lage in der Türkei bleibt schwierig. Doch wird sie andere Schwellenländer wirklich nachhaltig negativ beeinflussen?
