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Posts From BNP Paribas Asset Management

For diversification and returns: private debt and real assets

For diversification and returns: private debt and real assets

🕔16:17, 2.Mar 2021

For diversification and returns: private debt and real assets Investing in private debt and real assets can offer investors benefits such as attractive risk-adjusted return potential and real diversification, setting these ‘alternative’ markets apart from their traditional public counterparts. Public

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BNP Paribas Asset Management launches first Inclusive Growth thematic fund

BNP Paribas Asset Management launches first Inclusive Growth thematic fund

🕔10:21, 26.Feb 2021

BNPP AM has restructured the BNP Paribas Human Development fund, now renamed BNP Paribas Inclusive Growth, and managed using a new investment strategy focused on inclusive growth1. It aims to generate returns …

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A Fertile Ground for Long-Term Alpha

A Fertile Ground for Long-Term Alpha

🕔12:15, 24.Feb 2021

In these extraordinary times the investment potential in Chinese equities remains extraordinary. This might sound debatable given current global uncertainties, but at BNP Paribas Asset Management, we believe the long-term growth prospects of the China’s vast, diverse equity markets and a steady move towards sustainable, quality growth …

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Asia & China Equities 2021 Outlook in 3-D

Asia & China Equities 2021 Outlook in 3-D

🕔14:46, 23.Feb 2021

Asia’s relatively effective pandemic control in 2020 has enabled a gradual normalisation of domestic demand. Asia remains the engine of global growth …

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What is the problem with cryptocurrency (bitcoin)?

What is the problem with cryptocurrency (bitcoin)?

🕔15:13, 18.Feb 2021

Bitcoin is again in the news. Some advocates of the cryptocurrency suggest its price is rising because bitcoin is challenging gold’s standing as the one supra-currency, the asset to own when fiat currencies are being debased. Does bitcoin offer something unique as …

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The Not-So-Great Rotation

The Not-So-Great Rotation

🕔09:31, 17.Feb 2021

Equity investors began 2021 focused on the expected level of earnings at the end of the year rather than on the inevitable challenges in generating them. With economies globally …

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The latest on the carbon trading market and a keen appetite for offshore wind assets

The latest on the carbon trading market and a keen appetite for offshore wind assets

🕔11:29, 16.Feb 2021

Carbon pricing in the EU Emissions Trading System, or ETS market, is entering a new phase, signalling that decarbonisaton is well under way in the energy sector and that reducing industrial CO2 emissions will be next, as the EU moves towards its net zero emissions target for 2050.

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A not-so-great rotation in developed market equities

A not-so-great rotation in developed market equities

🕔14:20, 15.Feb 2021

A not-so-great rotation in developed market equities Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges. In our view, the economic recovery and rebound in inflation will drive

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From Despair to Hope

From Despair to Hope

🕔14:55, 12.Feb 2021

In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields. A renewed ‘taper tantrum’ looks unlikely as excess capacity and high unemployment rates will prevent …

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Podcast: A true alternative – private debt and real assets

🕔13:19, 10.Feb 2021

Private debt and real asset markets can offer investors meaningful return potential along with diversification. David Bouchoucha, head of private debt and real assets, discusses the opportunities of this alternative investment segment. He underscores how important sustainability is in constructing a resilient portfolio.

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Addressing bias in artificial intelligence

Addressing bias in artificial intelligence

🕔12:59, 9.Feb 2021

Artificial intelligence (AI) has great potential, but care needs to be taken to ensure it doesn’t continue to propagate inherent biases that exist in society and hamper the achievement of diversity and inclusion goals.[1]

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Asset Allocation Monthly – Cautiously Optimistic

Asset Allocation Monthly – Cautiously Optimistic

🕔10:21, 8.Feb 2021

The evolution of the coranvirus pandemic gives reasons both for optimism and for pessimism, albeit over different time frames. The pessimism is more in the near term as production bottlenecks hit vaccine supply, countries stumble in rolling out the vaccines they …

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Use of Tokenisation Across the Alternative Investments Industry

Use of Tokenisation Across the Alternative Investments Industry

🕔12:54, 5.Feb 2021

Alternative investments are attracting ever more investors. According to the Chartered Alternative Investment Analyst (CAIA) Association, in the fifteen years between 2003 and 2018 the size of the global investment market doubled, while alternative investments almost tripled to USD 13.4 trillion. This would …

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Podcast: Spend, spend, but no inflation in sight

🕔11:56, 1.Feb 2021

US government spending to help the economy cope with the dire consequences of COVID-19 looks set to reach record peacetime levels, but absent a boost to inflation, it is unlikely to set in motion a push for higher interest rates anytime soon. Senior US economist Mark Allan explains.

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Podcast: Let’s talk about ESG

Podcast: Let’s talk about ESG

🕔08:02, 28.Jan 2021

Covid-19 has exposed a lot of societal issues, be it job security or workplace safety, however the social aspect of ESG remains one of the least explored by investors today. Speaking to Citywire Selector, BNP Paribas Asset Management’s Jane Ambachtsheer, global head of sustainability, and Adam Kanzer, head of stewardship Americas, said lots …

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Welcome back Ms Yellen!

Welcome back Ms Yellen!

🕔15:48, 26.Jan 2021

Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the verge of being overwhelmed, particularly in the UK and the US.

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Equities look set for a positive 2021, however, risks linger (Podcast)

Equities look set for a positive 2021, however, risks linger (Podcast)

🕔12:55, 20.Jan 2021

Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However, risks linger, not least those related to the pandemic. Overall, this constellation makes for a stock pickers’ market, argues Guy Davies, CIO of Equities.

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We have always needed water and that is not going to change

We have always needed water and that is not going to change

🕔11:26, 19.Jan 2021

We have always needed water and that is not going to change Water: a pervasive resource and a portfolio staple The transition of many economies from a depletive to a sustainable model with better social and environmental outcomes creates a

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Understanding the impact of the global investment community on the real world (video)

🕔16:23, 14.Jan 2021

Understanding the impact of the global investment community on the real world Green Dream with BNP Paribas AM Jane Ambachtsheer BNP Paribas Asset Management’s global head of sustainability discusses the long-term impact of the financial industry on the planet and

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Legacy of the Lockdowns – Outlook

Legacy of the Lockdowns – Outlook

🕔09:35, 11.Dec 2020

In our 2021 Investment Outlook, we seek to help investors navigate the next phases of the pandemic, the legacy of the lockdowns, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at

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Investment Outlook 2021 – Legacy of the Lockdowns

Investment Outlook 2021 – Legacy of the Lockdowns

🕔09:54, 1.Dec 2020

Investment Outlook 2021 – Legacy of the Lockdowns   TAKEAWAYS The global economy faced a crisis of unprecedented magnitude following the coronavirus pandemic lockdowns. A sharp global contraction in early 2020, and possible renewed dip in Europe in the fourth

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BNP Paribas – High Hopes for a Cyclical Recovery (Video)

BNP Paribas – High Hopes for a Cyclical Recovery (Video)

🕔13:10, 23.Nov 2020

High Hopes for a Cyclical Recovery (Video) Asset Allocation Monthly In this Asset Allocation monthly video, we discuss the implications of the US elections and the news on potentially reliable Covid vaccines on our market views and our asset allocation

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Deep Decarbonization

Deep Decarbonization

🕔14:49, 20.Nov 2020

“Costs for renewable hydrogen are going down quickly. Electrolyzer costs have already been reduced by 60% in the last ten years, and are expected to halve in 2030 compared to today with economies of scale. In regions where renewable electricity

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High Hopes for a Cyclical Recovery

High Hopes for a Cyclical Recovery

🕔12:45, 19.Nov 2020

Asset Allocation Monthly Three key issues have dominated the macroeconomic outlook in recent weeks: The second wave of the virus, the possibility of a positive announcement on the vaccine front, and the outcome of the US elections. Markets have been

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US Elections 2020: Biden and the uncertain senate

US Elections 2020: Biden and the uncertain senate

🕔07:54, 17.Nov 2020

"Moreover, an end to the trade war does not mean the end to the tech war. There is a strong consensus in the US for curbing China’s access to critical technologies. Biden is unlikely to reverse the Trump administration’s tech

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US Election Preview: All or Nothing

US Election Preview: All or Nothing

🕔08:01, 23.Oct 2020

US Election Preview: All or Nothing The polls say Biden is the favoriete: With little time to go until the election, Biden has a substantial edge over Trump in the national polls, of around 10 percentage points. Biden has led

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Carbon neutrality is achievable by 2050 (Podcast)

Carbon neutrality is achievable by 2050 (Podcast)

🕔08:30, 21.Oct 2020

Market Weekly The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist

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Nieuw onderzoek van BNP Paribas Asset Management toont de potentiële impact van groene waterstof op de koolstofprijs

Nieuw onderzoek van BNP Paribas Asset Management toont de potentiële impact van groene waterstof op de koolstofprijs

🕔11:29, 5.Oct 2020

Persbericht Groene waterstof(1) zal een belangrijke pijler worden van de plannen voor duurzame ontwikkeling en emissiereductie van de Europese Unie (“EU”). Dit heeft aanzienlijke gevolgen voor zowel het decarbonisatietraject dat de EU de komende drie decennia zal volgen als voor

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Fintech In Emerging Markets

Fintech In Emerging Markets

🕔15:29, 14.Aug 2020

In emerging markets (EM), the path to progress and prosperity is made more difficult by considerable structural challenges. These challenges, such as entrenched economic interests, weak institutional checks and balances and overall lack of physical infrastructure, create barriers to inclusive

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US small caps set for ‘several years of dominance’

US small caps set for ‘several years of dominance’

🕔09:53, 14.Aug 2020

How have US small caps performed over the last cycle and since the pandemic? The most recent cycle began in 2013 and, leading up to the COVID-19 pandemic, US small caps had underperformed significantly. The outperformance of the S&P500 versus

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BNP Paribas Asset Management survey shows Covid-19 prompts rise in social considerations within investment decision making

BNP Paribas Asset Management survey shows Covid-19 prompts rise in social considerations within investment decision making

🕔15:23, 24.Jul 2020

The COVID-19 crisis has highlighted the need for greater awareness of social considerations in investment decision-making. To better understand investors’ approach to social …

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BNP Paribas AM Survey

BNP Paribas AM Survey

🕔13:09, 16.Jul 2020

The COVID-19 crisis has highlighted the need for greater awareness of social considerations in investment decision-making. To better understand investors’ approach to social …

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What to expect after the Great Pandemic of 2020

What to expect after the Great Pandemic of 2020

🕔14:49, 2.Jul 2020

An unprecedented health crisis has uprooted medical care, financial markets and the prospects for the global economy. It has left asset allocators reeling as some markets seek to find their footing after a sizeable sell-off, while other markets have benefited

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Longer-Term Asset Allocation Views: What To Expect After The Great Pandemic Of 2020

Longer-Term Asset Allocation Views: What To Expect After The Great Pandemic Of 2020

🕔15:12, 26.Jun 2020

An unprecedented health crisis has uprooted medical care, financial markets and the prospects for the global economy. It has left asset allocators reeling as some markets seek to find their footing after a sizeable sell-off, while other markets have benefited

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De Gevolgen Van De Coronacrisis Voor Nederlandse Pensioenfondsen

De Gevolgen Van De Coronacrisis Voor Nederlandse Pensioenfondsen

🕔09:52, 15.Jun 2020

De gevolgen van de Coronacrisis voor pensioenfondsen Ondanks alle onzekerheden rond de ontwikkeling van de Coronacrisis lijkt als een paal boven water te staan dat de gevolgen op economisch vlak ingrijpend zullen zijn. Ook pensioenfondsen in Nederland zullen hier niet

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Equity Risk Overlays Multi-Asset

Equity Risk Overlays Multi-Asset

🕔09:35, 1.Jun 2020

"For every complex problem there is an answer that is clear, simple, and wrong." Hedging equity portfolios against losses has become crucial for many equity asset owners after the long rally of 2009-2019 The rapid recovery following the Global Financial Crisis

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Asset allocation: navigating the corona storm

Asset allocation: navigating the corona storm

🕔13:58, 13.May 2020 Read Full Article
Less downside risk, but don’t chase markets

Less downside risk, but don’t chase markets

🕔16:02, 27.Mar 2020

The core asset class views dashboard reflects the key views of the Investment Committee of the Multi-Asset team  Despite investor scepticism, 2019 was a bull market for every asset class (Figure 1). Indeed, assets benefited from the strongly dovish stance

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No Time To Sell Risky Assets

No Time To Sell Risky Assets

🕔09:29, 26.Mar 2020

The COVID-19 pandemic has tragically already claimed the lives of over 10 000 people. Many more will die in the coming weeks. Governments have been obliged to take extreme social distancing measures to combat the virus, effectively putting society on

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Markets & The Coronavirus – An Update On Our Thinking

Markets & The Coronavirus – An Update On Our Thinking

🕔07:03, 12.Mar 2020

 Level 1 assets: our asset allocation was mostly unchanged during the selloff. We remain moderately long risk, notably via EM and US equities and underweight EMU duration, where we increased our position recently. Looking ahead: taking the above fundamental and

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Inflation-Linked Bond Outlook

Inflation-Linked Bond Outlook

🕔16:38, 24.Feb 2020

For some months, the investment team’s view has been that the US economy is transitioning from a (temporary) abovetrend growth phase in which growth was super-charged by fiscal stimulus, lower corporate tax rates and deregulation – to a more sustainable

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Gloom doesn’t mean depression

Gloom doesn’t mean depression

🕔16:53, 20.Jan 2020

Macro-Economic Outlook for 2020 – Manufacturing activity has fallen to levels not seen since the global financial crisis; rising trade and geopolitical tensions raise downside risks to business activity – But domestic demand is holding up well – And discussions

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2020 Outlook: Cautiously Constructive, Consciously Reactive

2020 Outlook: Cautiously Constructive, Consciously Reactive

🕔17:56, 13.Jan 2020

2019 turned out to be very different to what most market participants had expected at the turn of the year. This time last year, weakening data, escalating tension between the US and China and a seemingly agnostic Federal Reserve overtightening

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EROCI and the tough road ahead for oil

EROCI and the tough road ahead for oil

🕔17:33, 13.Jan 2020

W e l l s , w i r e s , a n d  w h e e l s … Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report we introduce the concept of

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Picking superstar companies in emerging markets

Picking superstar companies in emerging markets

🕔09:30, 15.Nov 2019

Size matters. Profitability matters. To identify superstar companies in emerging markets, however, we believe ‘economic moats’ is an important concept. This is also identifying the key factors driving that competitive advantage and how dependent the business is on superior management.

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Superstar firms – supersize or super-sustainable?

Superstar firms – supersize or super-sustainable?

🕔08:32, 15.Nov 2019

Is looking for superstar firms among disruptive tech, consumer innovators and small caps a quest for the obvious? Or does it make more sense generally to focus on companies that are sustainable, in both senses, as steady and resilient performers

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Asset Allocation Quarterly

Asset Allocation Quarterly

🕔18:26, 11.Nov 2019

SUMMARY – Transitioning to a reflation regime? – Several developments suggest that a move to a reflationary environment is a material risk, if not immediately. We explore supply shocks given ongoing de-globalisation; fiscal stimulus; and a more traditional route: an

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Asset allocation overview

Asset allocation overview

🕔08:43, 2.Oct 2019

ASSET ALLOCATION Neutral equities – With equities near all-time highs, and given the uncertain macro backdrop, we do not regard short-term risk/reward as very appealing. Underweight core EMU duration – Risks for fixed income markets are mounting, and a reflation

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Electric Vehicles in Emerging Markets

Electric Vehicles in Emerging Markets

🕔17:45, 30.Sep 2019

Emerging markets are at an interesting crossroads when it comes to the issue of climate change. As they continue to grow at an accelerating pace, their greenhouse gas (GHG) emissions are rising precipitously, with transport the second biggest contributor. Electric

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Longer-term asset allocation views: 2019 and beyond What to expect in the next 5-7 years

Longer-term asset allocation views: 2019 and beyond What to expect in the next 5-7 years

🕔15:51, 19.Sep 2019

In this publication, we describe in detail how we go about forecasting longer-term returns for a large number of asset classes. Our expectations for many assets are generally moderate compared to the returns of the past and lower than their

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The Biden administration is letting the DOL’s latest rule go into effect. Learn what this decision may mean for 401(k) professionals. https://bit.ly/3stCXPG #dolrule #dolfiduciaryrule #retirementplanprofessionals #retirementplanregulations #retirementplans

Compliance professionals in private banks have adopted new digital technologies to keep their skills and methods up to date. For more details from our Group Head of Risks & Compliance #Raoul_Jacot_Descombes, read his article in @letemps.

Commodity price trends and a robust housing market contribute to PM Mike Sewell’s outlook for a potential upside inflation surprise. https://trowe.com/3b5XK5Z

"A year after the #Covid19 outbreak triggered widespread social and economic upheaval, #Asia is emerging out of the crisis stronger and with greater influence on the world stage, pulling the ..." Read more by @PictetAM_NL on @Opinio_Pro -> https://www.opiniopro.com/2021/02/pictet-asset-management/new-asian-century-post-pandemic-opportunity/

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