All Strategies articles – Page 5
-
White papersPloughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability. Yet these challenges are catalysing a transformative opportunity. Precision agriculture technologies, which optimise input use and automate operations, are poised to deliver both sustainability gains and compelling economic returns.
-
White papersFixed income: Resilient markets, selective opportunities
Fixed income markets stay robust, with attractive opportunities emerging through active, selective positioning.
-
White papersQ4 2025 repo update
In the fourth quarter of 2025, fiscal risks took precedence over monetary policy moves which, due to clear forward guidance, didn’t offer many surprises. In the UK, much of the final quarter was dominated by Budget leaks and speculation, as the Government prepared it over a period of 12 weeks.
-
White papersAsset Allocation Committee Outlook: 1Q 2026
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.
-
White papersFrom politics to portfolios: the market impact of rising populism
Populism has become part of the global landscape, rooted in frustrations over inequality, stagnant mobility, and a sense that mainstream policymakers have failed to adapt to shifting economic realities.
-
White papersIndustrials: An AI beneficiary with broader catalysts
Industrials stand to gain from AI investment cycles, alongside reshoring, infrastructure spending, and automation.
-
White papersRipping up the rule book: politics, power and portfolios in 2026
Geopolitics has long been treated as an episodic risk, something that flares up, disrupts markets briefly and then fades into the background. Yet recent years have challenged that assumption. As power dynamics shift and long-standing beliefs about global stability erode, investors face a more complex environment, in which geopolitical, political and fiscal risks are no longer easily separated.
-
White papersAdjusting to evolving trends: Democratization and enhancing opportunities in private equity secondaries
Private equity (PE) has outgrown its ‘alternative asset class’ status over the last two decades. With assets under management (AuM) now exceeding USD 10 trillion, it has become a core component of both institutional and private wealth portfolios. This transformation reflects not only the growth in capital inflows but also structural shifts across the broader corporate and investment landscape.
-
White papersLooking through the noise of news: Sentiment can be an investment indicator
Leveraging available data on news sentiment can provide investors with an indicator of a company’s future stock performance, according to a paper by Matthias Uhl, UBS Asset Management’s Head of Analytics and Quant Solutions.
-
White papersA new flashpoint in U.S/Europe trade relations
Rising trade tensions between the U.S. and Europe introduce fresh risks for global growth and supply chains.
-
White papersWhy investors should choose active for fixed income
Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine. In 2026, those inefficiencies could deepen as markets face rising government deficits, surging AI-driven capex, and a wave of bond issuance. This makes the case for active credit management more compelling than ever.
-
PodcastIn Search of Excellence: The Power of People, Processes and Technology
Rosalie Candido Louw says new technologies such as AI are redefining investing—but the human touch is still essential to success
-
White papersEmerging Markets: The Next Phase in Market-Broadening
At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. We expect EM risk assets to continue to deliver.
-
White papersStrategic Integration of Private Assets into Multi-Asset Allocations
This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset allocator. In today’s evolving investment landscape, private assets have become a crucial element of institutional portfolios, offering distinct advantages such as enhanced diversification, the potential for higher risk-adjusted returns, and lower correlation with traditional public markets. However, integrating illiquid investments into multi-asset portfolios introduces a set of unique challenges that CIOs must navigate carefully.
-
White papersAI rally: sustainable growth or speculative bubble?
Assesses whether equity markets are pricing real AI-driven earnings or running ahead of fundamentals.
-
White papersGlobal Emerging Markets: ESG Materiality H2 2025
In the latest issue of Global Emerging Markets (GEMs) ESG Materiality, we provide an update on our voting and engagement activity over the last 12 months, and shine a spotlight on our approach to climate-adjusted valuations.
-
White papersCross Asset Investment Strategy - January 2026
Topic of the Month - Geopolitics: power as policy
-
White papersEngineering Alpha at scale
Jon Glidden on Delta Air Lines’ pension turnaround and what alternatives can deliver
-
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.
-
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.
