Content (583)
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White papersOne Health through the lens of today’s investment megatrends
The forces shaping human health outcomes are far broader than hospitals, pharmaceuticals and medical devices. Human health is dependent upon animal health and the health of the environment. Together the health of these three systems are inextricably intertwined, creating the One Health concept.
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PodcastInflation-linked bonds: protection in a more volatile inflation world
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment.
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White papersHow fixed income investors can potentially capitalise on Europe’s strategic autonomy
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.
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PodcastEurope’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape.
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White papersEurope: Forging its own way
The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe’s continued dependency on fossil fuel imports from the region, while the pace of its drive to expand renewable energy use has slackened.
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White papersAI’s climate challenges and the potential opportunities
Artificial intelligence has rapidly become the emblem of technological progress, promising breakthroughs across industries from energy optimisation to climate risk prediction.
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White papersTechnology outlook: Balancing rapid growth with long-term valuations
Technological innovations are disrupting virtually every part of the global economy – from consumption, financial transactions, manufacturing, energy and more.
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PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
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White papersSeizing the euro fixed income opportunity with flexibility and diversification
Europe’s fixed income landscape has undergone significant changes in recent years and become a segment difficult to ignore within the global bond universe.
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White papersFrom AI ecosystems to industrial strength: The case for US small caps
The period spanning the second half of 2025 and the first half of 2026 marked a watershed moment for smaller US companies, as they outperformed their larger counterparts by some margin – putting the asset class firmly back on the map for investors.
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PodcastEuro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. The deep and liquid short-duration Euro fixed income market accounts for about one-third of the Euro investment-grade universe, or approximately €1 trillion in nominal value.
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PodcastNordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset Management, that the Nordic region is politically, socially and economically stable – a big positive for industries and companies.
