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Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
By BNP Paribas Asset Management, Chief Market Strategist Daniel Morris. The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe's continued dependency...
What do you need to know? The US Federal Reserve unanimously voted to raise interest rates by 25 basis points to 3.75%-4.0%, marking the first hike since July 2023. Fed Chair Kevin Warsh highlighte...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Weekly insights from Voya's Senior Loan fund manager and CIO.
"South Africa's investment shortfall does not stem from a lack of domestic capital, but from weak public-sector governance"
Investment specialist Amy Leishman breaks down our top emerging markets picks, from internet technology (Tencent) to semiconductor (TSMC) and fintech/e-commerce (MercadoLibre). Link to collection page
Investment specialist Lucie Majstrova explores why we back Wayve, Altruist and ByteDance, three private growth companies with opportunities spanning autonomous driving, wealth management and digita...
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management My 26-year stint in asset management is coming to an end. It started with the dotcom boom (and...
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