White papers - all assets – Page 244
-
White papersWhy now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
-
White papersHealthcare – Rocked by the pandemic, the prospects are intact
Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office, discusses the outlook for healthcare stocks after a hectic year.
-
White papersShifts & Narratives #2 - Inflation: something deep awakens
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint. Cyclically, the crisis was already generating a combination of demand and supply shocks that could only increase short-term inflation volatility and sectoral fragmentation.
-
White papersUnveiling the outlook behind China’s distorted Q1 GDP report
China’s economy grew robustly in the first quarter of 2021, at least on the face of it. However, underlying growth momentum has slowed. This should reduce any risk of monetary tightening that investors are worried about.
-
White papersSetting the tone globally – The EU’s sustainable activities classification
A framework identifying which business activities are sustainable, and by extension worth promoting and investing in, provides clarity to industry, policymakers and investors.
-
White papersBond investors beware – US rates may rise sooner than thought
US bond markets have begun pricing in higher interest rates, specifically two 25 basis point (bp) increases in the benchmark fed funds rate by 2023.
-
White papersA Crack in China’s debt foundation
Bonds issued by China’s biggest distressed debt asset manager just lost 40% of their value—how concerned should we be?
-
White papersA good investment of energy
Green hydrogen is hailed as an alternative to fossil fuels. A project starting in a small German village could be a vital proof point on the path to a hydrogen-based economy.
-
White papersTransitioning to Net-Zero Investing
Support for the goal of net-zero emissions gained strong momentum during 2020. What does this imply for market participants, and what initial steps can asset owners and managers take on this daunting path?
-
White papersValue investing: Is this the biggest opportunity since the tech bubble?
Value stocks have been underperforming ‘glamour stocks’ for a while, rendering valuations as cheap as they were in the tech bubble of 2000, while ‘glamour stocks’ are as expensive as back then.
-
White papersTime to Start Thinking About Thinking
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.
-
White papersImpact Investing: Shifting gears
The global macro environment has shifted. Societal challenges are now on the agenda of the world’s political leaders. The United States’ return to the Paris Agreement on climate change comes with federal spending to address longstanding social and economic challenges in a way not seen in a half-century.
-
White papersInvest in the world you want to live in
Climate change investing is about identifying companies that improve our lives, minimise our footprint, and perform well financially.
-
White papersBack to the future: The predicative power of science-based targets
Astute use of evidence from the past and present to make informed predictions about future performance has always been the key to investment success.
-
White papersAB 2020 Global Stewardship Report
We’re committed to responsibility and stewardship, both as a firm and as investors. 2020 was a very challenging year: COVID-19 caused vast suffering, disrupted the global economy and financial markets, and was particularly devastating for people from underserved or marginalized communities.
-
White papersEurope Rolls Up Its Sleeve
The situation in Europe is looking brighter following a pick up in vaccinations and the European Recovery Fund receiving the “all clear.” Elsewhere, a recovery in domestic demand is taking shape in China and in the U.S. the housing market is back on track.
-
White papers* BNP Paribas’ commitment to the blue economy is strong and concrete *
Julie Miller, ocean project leader at BNP Paribas’s Corporate and Social Responsibility Department, underscores the high stakes involved in protecting the ocean.
-
White papersEquity-like returns with bond-like volatility, investing in 75+ emerging economies
It’s now two years since the launch of the Aperture New World Opportunities Fund. The fund was designed to deliver equity-like returns with bond-like volatility. Since inception, that’s exactly what it’s done.
-
White papersData Centres: Evolving with Innovation
The speed of technological innovation might be best demonstrated by considering the incredible increase in data used in our everyday lives.
-
White papersAB 2020 ESG Engagement Campaign
Our latest engagement campaign focused on two critical ESG topics:
