Outlooks – Page 92
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Notes on a crisis: from the rear-view mirror to the road ahead (part I)
Rallying credit markets at the turn of the year were followed by the swift, pandemic-induced drawdown in March, ushering in a period of heightened volatility and some of the worst liquidity conditions since the financial crisis. As we emerge from a tumultuous six months, we consider what has changed in markets and what might lie ahead for fixed-income investors.
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Decarbonisation set for a boost in the EU
The EU is stepping up its efforts to tackle global warming. A new tougher target to cut air pollution should enhance the economic incentive for companies to switch to more environmentally friendly ways of doing business.
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Advantage Biden after the first Presidential Debate
President Donald Trump and Former Vice-President Joe Biden met yesterday in their first Presidential debate in Cleveland, Ohio. This was an important milestone in the 2020 Presidential election, and the early indications on the morning after the debate are that it has changed the trajectory of the race in Biden’s favor. For Trump, it was one of his few opportunities to change the narrative of this election and define Biden.
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Outlook and Implications for the Upcoming US Election
What potential election outcomes could mean for the US equity market.
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Fixed Income: A Strong Recovery, Many Challenges Ahead
While the US economy has been staging a strong recovery from the COVID-19 pandemic, the challenge is far from over, says Dr. Sonal Desai.
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Fixed Income: Moving From Mostly Empty To Half Full
Fixed Income Views explores macro and sector outlooks as the debate on when and how we should return to normal economic activity continues.
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Global Investment Views - October 2020
Back from holidays, investors are dealing with rising volatility in the equity markets and initial signs of a fall in the extreme market complacency over the last few months. After the summer overshoot, Big Tech stocks have seen a pullback and some tensions have also materialized in the US HY segment, while IG markets remained more or less flat in the last month.
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Scenarios Around the “Not Quite Recovery”
We’ve come a long way since March, but there’s still a long road ahead. So far, the recovery is encouraging but the permanent damage to employment remains to be seen, as does the resilience of company balance sheets.
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Disruptive technology – The drivers and the challenges
Disruptive technological change will continue to proceed along multiple dimensions, through innovations in products and processes as companies harness innovations from research and development in both the commercial and academic spheres, although the two are increasingly intertwined.
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The low volatility anomaly in equity sectors – 10 years later!
A decade ago, BNP Paribas Asset Management launched the global low volatility equity strategy after undertaking proprietary research into the characteristics of low risk stocks.
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On the Road to Japanification
Sentiment around monetary policy, fiscal policy and a host of other factors can swing markets, but can anything return us to sustained growth and inflation?
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Resilience and opportunity in European specialty
The longest economic expansion in modern history came to an abrupt end due to the COVID-19 pandemic, causing severe disruption to real estate markets.
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2020 versus 2008: What’s changed for European infrastructure debt?
Infrastructure debt is not immune to a severe economic downturn, but the global financial crisis has left the asset class stronger. We explain why.
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Real estate: A home for impact investing
From climate change and geopolitical tensions to rising inequality and a global pandemic, society faces many challenges and investors are seeking to be part of the solution.
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Corona hasn’t changed the climate crisis
The corona crisis, the US elections, trade wars… the climate problem remains. And also the need for an investment strategy that specifically responds to climate change. If anything, the health crisis has created additional opportunities to outperform the market this year due to stimulus for green sectors, argue Ulrik Fugmann and Edward Lees, who head the Environmental Strategies Group at BNP Paribas Asset Management.
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US presidential election: how it will impact US economy and financial markets
Joe Biden has enjoyed a remarkably stable lead in the national polls this year. Currrently, he is leading President Trump by 7.6%, according to our poll of polls, down from a peak of 10.4% in June. However, we believe the race is much closer, at around 50/50, with a small Biden edge
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Tech innovation: reaching all sectors
Companies across a range of industries are deploying innovative technologies to spark rapid growth, creating attractive investment opportunities
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“Doing good” increasingly differentiates Asian businesses
In Asia, as elsewhere, investors increasingly regard “doing good” as a source of competitive advantage leading to outperformance
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Can EM Issuers Pay Their Debt—And Will They?
Emerging markets have been hit hard by COVID-19 but opportunities exist for investors able to navigate choppy waters. In this episode, Dr. Ricardo Adrogue assesses EM issuers’ ability to satisfy their debt obligations—and just as importantly, their willingness to do so.
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Burberry case study - UK Institutional
Burberry has reaffirmed its commitment to find alternatives to incinerating surplus stock in the midst of the coronavirus pandemic and set a science-based carbon reduction target.