The full version of BNPP Asset Management's 2018 investment OUTLOOK

January 17, 2018

SECTION I : Analysis of the global macroeconomic environment

p.7 - Where has inflation gone ? Economic Outlook by Nathalie Benatia, Macroeconomic Content Manager

p.13 - Equities and credit to hedge against the transition in central bank policies? Interview with Daniel Morris, Senior Investment Strategist


SECTION II : Investment Solutions for 2018

p.21 - New Year, new risks: Four good reasons to anticipate a return of volatility by Tarek Deepak, Head of Flexible and Absolute Return Multi Asset

p.25 - Factor-based investing in bond markets by Charles Cresteil, Investment Specialist - Quantitative Investments and Olivier Laplénie, Head of Quant Fixed Income Portfolio Management

p. 29 - Green bonds – putting them through their paces by Felipe Gordillo, Senior ESG Analyst

To read BNPP AM’s full 2018 investment outlook, click here