All Global articles – Page 16
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White papersGeopolitics: power as policy
Geopolitics: it’s now all about power and might, but core interests will hold
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White papersCross Asset Investment Strategy - January 2026
Topic of the Month - Geopolitics: power as policy
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White papersRedefining the horizon: Top 10 with… Interview with Diana Celotto and Sven-Christian Kindt on private equity
Private equity responds to market changes by offering investment solutions, flexible mandates, and access to established managers. Leveraging a global network and deep expertise, clients benefit from tailored risk management strategies and exposure to private equity opportunities. Through thorough due diligence, strategic portfolio structuring, and a responsive platform, UGA – Private Equity aims to support investors in navigating the evolving private equity landscape.
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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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White papersEmbracing Risk in a Shifting Macro Regime
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
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White papersTransition leads to opportunity in global real estate
A more constructive interest rate environment, valuation resets, dwindling supply, and shifting demand from technology, demographics, and evolving consumer preferences are fundamentally reshaping real estate markets, argues Larissa Belova
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White papers2026: The case for diversification remains strong
Market concentration risks stay elevated, strengthening the case for diversified portfolios in 2026.
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White papersCleared for Takeoff: A New Flight Path for Real Estate - 2026 Global Investment Outlook
After years of ongoing turbulence punctuated by repricing, interest rate fluctuations, and recalibrations, the global commercial real estate sector appears to have found a stable altitude—and is now primed to begin its next ascent.
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White papersHow to thrive amid a confluence of generational shifts
If we look back at equities over recent history, markets have tended to move in decadal mega cycles, where one major ‘theme’ has dominated returns.
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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 papersNeuberger Berman’s 2026 Capital Market Assumptions
After a volatile yet resilient year for markets, we look to 2026 with cautious optimism that the worst of the global trade and policy uncertainty has passed, leaving a more supportive, if still dynamic, backdrop for economic growth and risk assets.
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White papersWhen credit demand follows supply
Corporate issuers are increasingly traversing the global credit markets to optimize their funding strategy. Investors should adopt the same mindset, argue David Mechlin and Eileen Liu.
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VideoThe 2026 Global Equity Playbook
Nelson Yu, our Head of Equities, discusses key strategies to help investors address the challenges that lie ahead.
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White papersEquity Outlook 2026: Mapping a New Spectrum of Return Drivers
Our playbook for 2026 aims to address real risks by expanding allocations in new directions.
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White papersLooking ahead after an exceptional 2025
2025 was an outstanding year for market performance, with 90% of the 30 main asset classes we track posting positive returns — exceeding historical averages for the third consecutive year.
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White papersEmbracing alternatives in a supply-driven world
Evan Brown and Ray Fuller explore how alternatives can help reinforce portfolios, manage risk and capture returns in this new world order.
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White papers2025 recap: Strong performance despite tariffs and AI concerns
Markets delivered solid returns in 2025, overcoming geopolitical pressures and valuation worries around AI.
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VideoThe 2026 Global Fixed-Income Playbook
Scott DiMaggio, AB’s Head of Fixed Income, urges investors to embrace balance and flexibility.
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White papersGlobal SMID Equity Engagement*, Q4 2025 case study: Credicorp
Our Global SMID Equity Engagement Q4 2025 case study looks at Credicorp, Peru’s leading financial group, and the vital role it plays in promoting financial inclusion in the country.
