BNP Paribas Asset Management

For investors seeking to generate measurable, positive social and environmental outcomes alongside financial returns, impact investing is an area of growing interest. In this week’s Talking Heads episode, we discuss the three pillars of our impact framework and innovations such as blended finance, which could help to close the funding gap for the UN Sustainable Development Goals. Listen here: https://lnkd.in/eziCctQj

A ‘perfect storm’ triggered the global market sell-off on ‘Black Monday’, 5 August. However, the surge in intraday volatility suggested it was driven more by technical considerations than fundamental worries. We think a US recession is unlikely and expect risk appetite to recover further, with investors buying risk assets more selectively. Read more: https://lnkd.in/eUGu5NU6

When assessing sustainable investment approaches, it's important to remember that they do not often share the same goals. For example, some seek to mitigate risk, while others attempt to enhance returns. This, of course, impacts performance but how significantly? Find out in our latest study: https://lnkd.in/ebmwrSsD

With investor sentiment towards Indian equities strengthening, so has the country’s share of the all-important MSCI Emerging Markets index, albeit at the expense of China. However, there may be more to it than meets the eye. Daniel Morris, Chief Market Strategist, explains: https://lnkd.in/eBN4ZPAa

After recent market turmoil, what might come next? Are concerns over a US recession justified? Learn more on this week’s Talking Heads podcast: https://lnkd.in/e5qym9r5

The sell-off so far has been confined largely to equities, and in the absence of a major external growth shock or an internal financial stability shock, the probability of a US recession does not look that elevated to us, assuming the Fed delivers on rate cuts. Read more: https://lnkd.in/gZ89Md25

We see a range of long-term investment opportunities amid the rising demand for safe, nutritious food and pressure to lower the industry’s environmental footprint. Learn more: https://lnkd.in/exYRPNVG

Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services. On this week's Talking Heads, we discuss the implications of their spending and whether they can earn a good return on capital. Listen here: https://lnkd.in/emeAJ7tr

Tech stocks have suffered over the last few weeks, but there is more to this than just a rotation out of the sector. Stock markets in China, Japan and Taiwan have all seen similar declines. Read more: https://lnkd.in/e5RbpaC8

How do we identify the best sovereign bond issuers in terms of their environmental, social and governance (ESG) performance? Our approach combines quantitative and qualitative inputs and draws on data from trusted providers. It is applied across the 100+ countries that make up our sovereign bond investment universe. Read more: https://lnkd.in/esQYksyc