BNP Paribas Asset Management

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. And increasing access to data and advances in computing technology are powerful drivers for the future, we think. Learn more about the outlook for systematic investing in this week's Talking Heads podcast: https://lnkd.in/ey55HZar

Unlike climate change, there is no Paris Agreement for inequality. This means stakeholders must take concerted action themselves. The roadmap marks our contribution to that effort. Read more: https://lnkd.in/e9sdXhYh

How do investors feel about thematic investing in 2024? Read the latest Thematics Barometer: https://lnkd.in/ewW3Ag2P Coalition Greenwich (a division of CRISIL) BNP Paribas CIB BNP Paribas

This year, healthcare’s relative performance has waxed and waned alongside investor sentiment on the US economic outlook, inflation data and the path of long-term interest rates However, we believe that over the long term the drivers and beneficiaries of healthcare innovation will outperform the broader market. Here’s why: https://lnkd.in/e4DEzkSF

When assessing the near and medium-term outlook for equities, we see three key factors: the resilience of the US economy, the scope for post-election policymaking in the US, and China's efforts to boost growth. What should investors expect? Listen to this week's Talking Heads podcast: https://lnkd.in/eXVWYtq6

The latest data suggests that US inflation is falling, though perhaps not as fast as the US Fed would wish. In Europe, inflation may be on a path too low for the ECB’s comfort. Meanwhile, in China, disinflationary pressures are mounting. Whichever way you look at it, the US is the exception. Read more: https://lnkd.in/eq-ZsGwb

With the US Fed starting to cut interest rates, equities should remain supported in the short term. And if our expectations of a soft landing are warranted, equities should gain further, even if the outcome of November’s US election looks uncertain. However, the mix of winners and losers might change depending on who will be in government. Read more in our Equity Outlook: https://lnkd.in/e2wMS4e8

For the sixth year in a row, Jane Ambachtsheer has hit the list of Financial News 100 Most Influential Women in European Finance! Jane joined BNP Paribas Asset Management in 2018 with a mandate to put sustainability at the heart of everything we do. With the help of her “Sustainability Centre” team – and in partnership with colleagues across the business – she defined and implemented our Global Sustainability Strategy to bring us from that early ambition to where we find ourselves today. It’s great to see her leadership recognized; we are excited to continue to walk the talk as ‘the sustainable investor for a changing world’. Congratulations also to Emmanuelle Bury-Lucas, the Group’s UK Country head who is also among those selected again this year. Read more in this Financial News article (for subscribers only): https://lnkd.in/ejHM3GBk Sandro Pierri, Rob Gambi, Marion Azuelos, David Vaillant, Pierre Moulin, Guy Davies, Danuta McPartlin,Olivier De Larouzière

Artificial intelligence may be the breakaway theme for investment portfolios in 2024. Data from our latest Thematics Barometer, a global survey of institutional and intermediary investors, suggests so too. Follow the link for more: https://lnkd.in/e8HSzCTS

The market for green and social bonds has grown significantly, with diverse issuers and performance comparable to traditional bonds. We think this liquid market is set to expand further and could play a key role in the transition to low-carbon economies. Learn more in this week's Talking Heads: https://lnkd.in/gzs_4YsH