Content (486)
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White papersBuilding resilience with flexible fixed income opportunities
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects a global expansion of 3.2% in 2025, buoyed by a rebound in activity, despite ongoing trade frictions. Across regions, diverging paths mark the outlook:
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PodcastElectrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.
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White papersAbsolute return bonds for an uncertain world
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching for strategies that can deliver consistent returns while protecting capital. Enter the global absolute return bond strategy – a flexible, dynamic investment approach that’s suited to the current environment.
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White papersFactors to watch in 2026: AI, geopolitics and credit stress
There are several factors in play which investors need to monitor closely this year. Geopolitics will likely dominate the discourse as will expectations over the potential of artificial intelligence and the continued stability of credit markets. Despite the uncertain backdrop, we believe the global economy and central bank policy will remain supportive for markets.
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VideoGiven the uncertainty over inflation, protection matters
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main central banks, monetary policy normalising gradually, and economic growth supportive. But appearances can deceive. There is potential for higher inflation, particularly in the services sector.
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VideoEuro credit update – Issuer selection will be key this year
After stronger-than-expected demand for credit in 2025, markets again look likely be able to handle an increase in new issuance of euro corporate bonds; overall, returns in the investment-grade and high-yield segments should be attractive, but market volatility and performance dispersion mean rigorous security selection will be essential.
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VideoMulti Asset - Eurozone equities have “more short-term potential”
Diversified multi-asset portfolios look set for attractive returns in 2026. The US continues to benefit from a balanced ‘Goldilocks’ economy with government stimulus bolstering growth. Fiscal expansion also beckons for the eurozone and Japan, creating an overall favourable setting for risky assets.
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White papersFixed income opportunities, a positive start for equities
Corporate bond returns are comprised of a risk-free yield and a credit spread, which compensate investors for taking on more risk relative to government bonds.
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White papersHow to invest in tomorrow’s four megatrends
Four clearly identifiable trends spanning the globe are shaping tomorrow’s world and with it, future opportunities for investors. Check out our infographic on these megatrends, the related investment themes and why investors should choose BNP Paribas Asset Management to gain exposure.
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PodcastRotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie.
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VideoInvestment outlook – Handling the shifting investment landscape
What to expect for the world economy in 2026? How will the US Federal Reserve respond to a softer labour market but sticky inflation?
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White papersInsurance outlook: Managing change is business as usual
Curve steepening combined with compressed equity and credit risk premia could pose a challenge for insurers, requiring skilful management of duration and risk.
