The low level of job creation in the US appears to have convinced investors that the Fed needs to lower rates – and soon. However, while July's goods inflation was contained, services inflation was not, and the Fed will likely remain vigilant. Read more: viewpoint.bnpparibas-am.com/weekly-market-…

Jerome Powell's comments at Jackson Hole have divided economists. Our view is that the Fed Chair's intention was to announce a rate cut in September, but not to endorse the series of cuts reflected in futures markets. Read more: viewpoint.bnpparibas-am.com/weekly-market-…

💡 What are active ETFs and how do they differ from their passive counterparts? Here’s everything you need to know about active ETFs: 🔎 viewpoint.bnpparibas-am.com/what-is-an-act…

Recent months have been a challenging period. However, sustainability is adapting and evolving in response to the changing circumstances. Alex Bernhardt, Global Head of Sustainability Research, explains how in our Talking Heads podcast. 🎧 Listen here: viewpoint.bnpparibas-am.com/talking-heads-…

Several Asian central banks have started cutting interest rates, driving down bond yields in Asia. In contrast, the US Federal Reserve is still caught between a rock (slowing growth) and a hard place (higher inflation). Read more: viewpoint.bnpparibas-am.com/weekly-market-…

While fixed income UCITS Exchange Traded Fund (ETF) flows were positive in August, equities dominated, in particular US and global strategies. 🔎 Learn more in the latest ETF Watch: bnpparibas-am.com/en-gb/institut…

The global economy still appears resilient despite US tariffs and political uncertainty. A solid earnings season, as well as the prospects of additional US monetary easing, continue to support our preference for US technology and emerging market stocks. viewpoint.bnpparibas-am.com/monthly-market…

After a challenging few years, the outlook for European small-cap stocks is improving, supported by Germany's €500 billion infrastructure and defence package, as well as attractive valuations. Learn more in this week's Talking Heads: viewpoint.bnpparibas-am.com/talking-heads-… 🎧

Dynamically managed multi-asset strategies can shift their allocations between asset classes, as well as access idiosyncratic opportunities within each asset class. This, we think, could help investors navigate today’s environment: viewpoint.bnpparibas-am.com/navigating-the… #MarketingCommunication

Companies across the food and agriculture value chain face numerous challenges ranging from changing eating habits to US import tariffs. We discuss the implications of these developments, as well as potential winners and losers. Listen here: viewpoint.bnpparibas-am.com/talking-heads-…

The swing in the Fed’s focus from inflation risk to labour market weakness – and the resultant interest rate cut at its last policy meeting – has been a tonic for financial markets. However, complacency concerns are now creeping in. Read more: viewpoint.bnpparibas-am.com/weekly-market-…

Active ETFs represent a new generation of investment solutions, combining the advantages of passive strategies with the potential for excess returns (alpha). 🎤 Listen to this week’s Talking Heads for more: viewpoint.bnpparibas-am.com/talking-heads-…

Interpreting what’s going on in the US economy has become even trickier, as the federal government shutdown continues. Major economic reports such as the non-farm payroll report, consumer and producer price inflation data, have been paused. Read more: viewpoint.bnpparibas-am.com/weekly-market-…

Global bond markets offer a diverse investment universe ranging from US mortgage-backed securities to emerging market debt, not forgetting sovereign bonds, currencies and corporate debt. 🎧 Learn more in this week's Talking Heads: viewpoint.bnpparibas-am.com/talking-heads-…

Inflows into exchange-traded funds in the third quarter have been remarkable. Highlights include a strong run for European equity ETFs, fresh interest in US funds and a pick-up for emerging markets. Listen here: viewpoint.bnpparibas-am.com/talking-heads-…

What’s fueling growth in European infrastructure debt amid market uncertainty? Decarbonisation and digitalisation remain at the forefront - offering resilient, long-term investment opportunities. ➡️ Learn more: viewpoint.bnpparibas-am.com/european-infra…

Investors are increasingly recognizing their role in addressing environmental challenges and preserving biodiversity. ⬇️ Learn how we're incorporating biodiversity into passive equity portfolios in our latest article: viewpoint.bnpparibas-am.com/incorporating-…

US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far lower bar. Yet markets are similar in that for both of them, it’s the technology sector that has driven earnings growth: viewpoint.bnpparibas-am.com/weekly-market-…

We discuss the outlook for global equity markets for 2026, looking at key themes that, besides artificial intelligence, include renewable energy, power datacentres, defence, but also healthcare. Learn more in this week's Talking Heads: viewpoint.bnpparibas-am.com/talking-heads-…

Why focus on a single stock when you could access a diversified basket of equities in one trade? Discover how Exchange-Traded Funds (ETFs) offer a more balanced, cost-efficient and resilient way to invest: viewpoint.bnpparibas-am.com/why-invest-in-…