Back to homepage

Posts From BNP Paribas Asset Management

Why investor appetite for sustainability-linked bonds is growing

Why investor appetite for sustainability-linked bonds is growing

🕔11:48, 30.Jul 2021

Climate action is high on everyone’s agenda, and as such, there is a lot of focus on green bonds. The Covid-19 pandemic has also shone a light on social bonds – securities designed to fund measures aimed at addressing social

Read Full Article
China – Economically inspiring

China – Economically inspiring

🕔12:29, 29.Jul 2021

China was first to recover economically from Covid-19. However, its stock exchanges do not reflect this: equities have been under pressure since the Chinese New Year. That should not be a surprise since China’s growth momentum has been fading. It

Read Full Article
The Next Phase

The Next Phase

🕔12:30, 28.Jul 2021

Mid-Year Outlook 2021 The view of investors on the outlook for US growth and inflation has varied significantly over the course of the year. Following the positive vaccine trial results last November, and particularly with the Democratic Senate victories in

Read Full Article
Focusing on the ‘S’ – What is in it for investors?

Focusing on the ‘S’ – What is in it for investors?

🕔09:59, 27.Jul 2021

Market weekly: Being inclusive can lead to better results. It can also raise a company’s standing among the general public, in the labour market, among suppliers and customers and with regulators and investors. In our view, organisations that are more

Read Full Article
Do earnings matter?

Do earnings matter?

🕔15:26, 26.Jul 2021

Weekly investment update: Beginning last year, many companies stopped providing forward guidance, that is, their view on whether sales and profits would be higher or lower than the last time they had spoken with analysts and investors. At the time,

Read Full Article
The threat from inflation

The threat from inflation

🕔16:30, 23.Jul 2021

Weekly investment update: Another month, another US inflation report beating market expectations. Headline year-on-year consumer price index (CPI) inflation has gone from 1.1% last November to 4.9% in May. Even though economists knew that base effects meant the rate of

Read Full Article
Supporting climate action and board diversity

Supporting climate action and board diversity

🕔14:05, 23.Jul 2021

As an active shareholder, we opposed 34% of resolutions, a rate that has been rising for several years and is up from 32% in 2020. That percentage was already 10 points above the rate in 2018. We opposed 911 resolutions

Read Full Article
Transitory or persistent?

Transitory or persistent?

🕔12:41, 23.Jul 2021

Weekly investment update: New cases have continued to climb around the world and are now at 440 000 per day, up from 390 000 last week. A rise in cases in Asia, Europe, and North America has offset a decline

Read Full Article
China’s bond defaults could be a blessing in disguise

China’s bond defaults could be a blessing in disguise

🕔14:46, 21.Jul 2021

Bond defaults have been rising since the start of the deleveraging process in 2017. This has pushed up corporate bond spreads, kept them high and made them volatile. Defaults used to affect mostly private companies: They accounted for more than

Read Full Article
Fixed income: 2021 reflation trade, where art thou?

Fixed income: 2021 reflation trade, where art thou?

🕔11:09, 20.Jul 2021

Market weekly: We recently saw the consensus view held by the market on US interest rates bowled over by the Federal Reserve. Whereas the market expected no or at the most one interest rate rise over the next two years,

Read Full Article
How can we tackle the effects of air pollution on human health?

How can we tackle the effects of air pollution on human health?

🕔12:05, 16.Jul 2021

Climate change impacts human health in a number of ways. Rising average temperatures mean a higher risk of heatwaves – at the time of writing, the US Pacific Northwest is experiencing ‘life-threatening’ temperatures. Indeed, the Lancet has described climate change

Read Full Article
Markets – Surfin’, surfin’, but mind the rocks

Markets – Surfin’, surfin’, but mind the rocks

🕔14:34, 15.Jul 2021

It is becoming clear that the post-Covid recovery will resynchronise in the second half of the year as economies reopen while vaccinations campaigns pick up speed, especially in continental Europe. Global trade is bouncing back at a faster-than-expected pace, resulting

Read Full Article
Asset allocation highlights – A challenge to the reflation trade

Asset allocation highlights – A challenge to the reflation trade

🕔15:47, 14.Jul 2021

The latest ‘dot plot’ published after the June meeting of the US Federal Open Market Committee (FOMC), showing the participants’ assessment of the appropriate future level for the federal funds rate, had 13 out of 18 FOMC members foreseeing a

Read Full Article
Infra debt: Investing in the backbone

Infra debt: Investing in the backbone

🕔10:29, 14.Jul 2021

Market weekly: Investors are continuing to search for sources of income in the current low-yield environment marked by, for example, modest returns from equities and bonds, bringing to the fore the merits of an allocation to infrastructure debt. This source

Read Full Article
Wake me up in Jackson Hole?

Wake me up in Jackson Hole?

🕔10:35, 13.Jul 2021

Weekly investment update New Covid-19 cases around the world have risen and now stand at 390 000 a day. Rises in Europe, Asia, and Africa are offsetting a decline in South America. The UK accounts for more than a third

Read Full Article
Video: Data and tools to measure biodiversity dependencies and impacts

Video: Data and tools to measure biodiversity dependencies and impacts

🕔11:59, 8.Jul 2021

As the sustainable investor for a changing world, BNP Paribas Asset Management believes it is essential to understand the impact of environmental change on the economy as fully as possible. Accordingly, we have been assessing our dependencies and impacts to

Read Full Article
Video: Bringing sustainable insights and solutions to investors

Video: Bringing sustainable insights and solutions to investors

🕔11:39, 7.Jul 2021

As the sustainable investor for a changing world, BNP Paribas Asset Management is working to provide investors with sustainable investment solutions and investable insights through innovative and actionable research, Alex Bernhardt, the recently appointed global head of sustainability research, explains in

Read Full Article
Ecosystem restoration: Why should investors be interested?

Ecosystem restoration: Why should investors be interested?

🕔15:36, 6.Jul 2021

Market weekly: Addressing ecosystem restoration is just as pressing as tackling CO2 emissions and can generate billions of dollars of investment opportunities, as Ulrik Fugmann and Edward Lees, co-heads of the Environmental Strategies Group, explain. Much of the focus in the debate on

Read Full Article
Waiting for the summer

Waiting for the summer

🕔11:36, 5.Jul 2021

As economies reopen, stronger economic data demonstrates that the cyclical recovery is progressing well. Signs of an intensifying spread of the Delta variant of Covid-19 are, however, raising questions about the outlook. Worldwide new Covid-19 cases have now plateaued at

Read Full Article
Is diversification over?

Is diversification over?

🕔10:34, 2.Jul 2021

Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments. However, after an exceptional 2020, events so far in 2021 – with US equities outperforming other

Read Full Article
The Great Instability: Mega Trends for the 21st Century

The Great Instability: Mega Trends for the 21st Century

🕔10:55, 1.Jul 2021

In wealthier countries, at least, there is now a sense that we have turned a corner in the pandemic. But what awaits us on the other side? Will central bank and government responses to the crisis prove to have been

Read Full Article
Meeting critical metals demand for a sustainable future

Meeting critical metals demand for a sustainable future

🕔12:29, 30.Jun 2021

Growth in the net-zero digital economy relies on increased production of critical ICT metals and rare earths. How can we green the world and connect it, while limiting the social and environmental impact? There is much talk about the scope

Read Full Article
China’s PPI peaks, but lopsided recovery continues

China’s PPI peaks, but lopsided recovery continues

🕔14:27, 29.Jun 2021

Pressure appears to be building for the People’s Bank of China (PBoC) to shift its tighter policy rates stance to an easing bias in the coming months. The latest macroeconomic indicators for May 2021 show that China’s economic growth remains

Read Full Article
Podcast: There is more to emerging market equities

Podcast: There is more to emerging market equities

🕔14:27, 28.Jun 2021

Market weekly: Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that include, but also stretch beyond, China and the wider Asian region. Quang Nguyen, head of global emerging market equities,

Read Full Article
European Infrastructure Debt

European Infrastructure Debt

🕔16:45, 24.Jun 2021

Resilient and essential in the Post-Covid environment As an asset class, infrastructure debt possesses key characteristics that contribute to resilient performance. These include the large physical nature of the underlying asset, high barriers to entry and stable revenues linked to

Read Full Article
Podcast: Corporate bonds: Resilience amid rising inflation (or read the article)

Podcast: Corporate bonds: Resilience amid rising inflation (or read the article)

🕔14:29, 22.Jun 2021

Market weekly: Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually improving fundamentals, neutral central bank policy and no major supply-demand imbalances. Listen to

Read Full Article
Podcast: Asia: A good place to change climate change

Podcast: Asia: A good place to change climate change

🕔14:43, 18.Jun 2021

Market Weekly: On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately, exposed to its effects. That makes engaging with companies and working with the authorities

Read Full Article
Liquidity Solutions The Case For Sustainable Cash Management

Liquidity Solutions The Case For Sustainable Cash Management

🕔15:10, 17.Jun 2021

At its heart, sustainability is about protecting investors from reputational, operational and financial risks associated with controversial companies or countries, but it also provides a wealth of new investment opportunities to support a more responsible economy. This is why BNP

Read Full Article
What is the future for climate disclosure?

What is the future for climate disclosure?

🕔14:30, 17.Jun 2021

It’s only a matter of time before companies will have to report on their climate-related risks. They should get ahead by putting the processes in place to do so now, says Thibaud Clisson. For the financial sector to respond adequately

Read Full Article
A standalone Allocation to China

A standalone Allocation to China

🕔14:27, 16.Jun 2021

The growth in China’s GDP and equity market over the last 30 years has not been matched by its allocation in investor portfolios. Foreign investment amounts to only about 3% of China’s stock market capitalisation, even though the country now

Read Full Article
The Next (Re-opening) Wave

The Next (Re-opening) Wave

🕔16:54, 15.Jun 2021

Asset Allocation Monthly – June 2021: Investor attention is turning to where economic growth will accelerate next as vaccine rollouts allow more and more economies to reopen. The current leaders, the US and UK, will soon pass the baton to

Read Full Article
Video: Ecosystem restoration – Now is the time

Video: Ecosystem restoration – Now is the time

🕔15:30, 14.Jun 2021

Biodiversity and economic activity are closely linked, so biodiversity loss endangers the economy, us and our prosperity. Nature and healthy ecosystems provide ecosystem services ranging from pollination to flood protection worth an estimated USD 125 trillion dollars. That is almost

Read Full Article
Markets – The times, they are a-changin’

Markets – The times, they are a-changin’

🕔09:30, 11.Jun 2021

Having hit a record high in late April, global equities peaked again in May after a choppy spell. Inflation appears to worry investors less now than it did at the start of the year. The latest indicators are beginning to

Read Full Article
China in the global inflation scare

China in the global inflation scare

🕔10:03, 10.Jun 2021

Markets are worrying about rising inflation, but to date, there has been no evidence yet of ‘demand-pull’ inflation amplifying cost-push pressures, especially in Asia. There is also no sign of a global wage-price spiral. Nevertheless, we believe there are reasons

Read Full Article
European equities – Closing the gap

European equities – Closing the gap

🕔14:46, 9.Jun 2021

European equities have staged a spectacular rebound: Since their March 2020 low, they are up by more than 60%. So far this year, they have gained more than 13%. Still, there is the perception that the European market has significantly

Read Full Article
Podcast: European equities: About to catch up (podcast)

Podcast: European equities: About to catch up (podcast)

🕔14:44, 8.Jun 2021

Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as the economic recovery broadens and investors reassess their valuations relative to their more expensive US counterparts. Peter Abbott, European equities portfolio

Read Full Article
Sustainability by Nature

Sustainability by Nature

🕔02:31, 7.Jun 2021

Our biodiversity roadmap: We are in the midst of Earth’s sixth mass extinction event. Approximately 25% of all species on Earth is at risk of extinction by 2050, representing roughly one million species of plants and animals. By the end

Read Full Article
What do we need to do to decarbonise aviation?

What do we need to do to decarbonise aviation?

🕔13:11, 3.Jun 2021

The aviation industry and its emissions are both projected to grow over the coming decades. What policies and technologies can help limit the sector’s impact on the environment? It’s said that aviation only contributes around 2.5% to global CO2 emissions.

Read Full Article
China’s vast opportunity set – Best enjoyed undiluted

China’s vast opportunity set – Best enjoyed undiluted

🕔09:13, 3.Jun 2021

Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent. A

Read Full Article
World Environment Day 2021 – Putting ecosystem restoration on a pedestal

World Environment Day 2021 – Putting ecosystem restoration on a pedestal

🕔10:09, 2.Jun 2021

Reimagine. Recreate. Restore. Together, these form the theme of World Environment Day 2021 on 5 June, a day when the UN seeks to focus the attention of investors, businesses, governments and communities on the increasingly urgent need to restore the

Read Full Article
Podcast: Biodiversity – Why nature loss matters

Podcast: Biodiversity – Why nature loss matters

🕔14:07, 1.Jun 2021

Climate change and pollution are among the factors reducing biodiversity. The result is considerable damage to society and the economy. Robert-Alexandre Poujade, ESG analyst at our Sustainability Centre, warns not to underestimate the consequences of biodiversity loss and underscores the role

Read Full Article
Plant-Based Food and Alternative Proteins

Plant-Based Food and Alternative Proteins

🕔11:56, 31.May 2021

Evolving consumer tastes. In the USA and Europe, a growing number of people are cutting their meat intake or giving it up altogether. As a result, in addition to vegans and vegetarians, there are an increasing numbers of flexitarians –

Read Full Article
The inherent risks of crypto currencies – When bitcoin meets China’s CBDC

The inherent risks of crypto currencies – When bitcoin meets China’s CBDC

🕔12:12, 28.May 2021

Increasing regulatory control, due to central banks protecting their economic policy sovereignty and national governments seeking to control climate change, is an imminent risk for cryptocurrencies. In particular, China’s official digital currency is ‘anti-cryptos‘. Cryptocurrency anonymity, notably in the case

Read Full Article
US inflation blasts past expectations as economy reopens

US inflation blasts past expectations as economy reopens

🕔14:10, 27.May 2021

US core consumer prices jumped by 0.9% on the month in April. When combined with the big fall in prices 12 months ago dropping out of the annual calculation, year-on-year core consumer price index (CPI) inflation was pushed up to

Read Full Article
Inflation risks, regimes and implications for treasury markets

Inflation risks, regimes and implications for treasury markets

🕔12:55, 25.May 2021

On the tail of hard pandemic lockdowns that imposed the deepest economic contraction on record, the US economy is reopening amid a rapid COVID-19 vaccination roll-out and an avalanche of fiscal spending. So, investors are naturally now contemplating what kind

Read Full Article
Podcast: Risk-on to rock on in second half

Podcast: Risk-on to rock on in second half

🕔17:41, 24.May 2021

The economic recovery should broaden into a synchronised global upturn in the course of the second half of this year, favouring risky assets including commodities, equities generally and notably emerging market equities. An equity correction should be seen as a

Read Full Article
US inflation – Higher for longer?

US inflation – Higher for longer?

🕔11:45, 21.May 2021

US inflation looks set to rise significantly heading into the summer. Contrary to the view that this will be a temporary increase, a number of forces could combine to create greater structural pressure pushing prices higher for longer. Markets are

Read Full Article
How can the financial sector address the biodiversity crisis?

How can the financial sector address the biodiversity crisis?

🕔11:57, 20.May 2021

It’s never been more important for the financial sector to take steps to help safeguard the planet’s biodiversity. In which areas can it make a difference? Ahead of the 2021 International Day for Biological Diversity, Robert-Alexandre Poujade explores the possibilities.

Read Full Article
Video: Asset allocation video – Passing the baton

Video: Asset allocation video – Passing the baton

🕔13:35, 18.May 2021

Equity and fixed income markets have benefited from both stepped-up central bank support and governments shifting from austerity as a response to economic shocks to fiscal generosity. Equity valuations are now at 20-year highs, partly on the back of the

Read Full Article
Podcast: Recovery and structural shifts signal inflation ahead in the US

Podcast: Recovery and structural shifts signal inflation ahead in the US

🕔16:33, 17.May 2021

Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink of a secular shift away from the low-flation regime is a topic of intense debate among investors. Nowhere is this

Read Full Article

SEARCH