The full version of BNPP Asset Management's 2018 investment OUTLOOK
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
About BNP Paribas Asset Management
BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable returns for its clients, based on a sustainability-driven approach. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Assets, Multi-Asset and Systematic & Quantitative Investments (SQI), Emerging Markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.
Sustainability is core to BNPP AM’s strategy and investment philosophy. Among the leaders in thematic investment in Europe1, BNPP AM intends to contribute to the energy transition, environmental sustainability and the promotion of equality and inclusive growth globally. BNPP AM currently manages EUR 526 billion of assets (EUR 641 billion of assets under management and advisory) and benefits from the expertise of more than 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 68 countries.
Source: BNPP AM, as at 31 March 2023
1 Source: 2nd in Europe for active sustainable thematic strategies, according to BNP Paribas Asset Management analysis based on Morningstar data as at 31/12/2022.
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