For investors looking for alternative #investments with a focus on a #renewable resource, investing in managed #timber and #woodland can be an attractive source of stable yields. Listen to my latest #podcast to learn more viewpoint.bnpparibas-am.com/talking-heads-…

Expectations for a US #recession have waned, improving the outlook for US #smallcap stocks. Valuations are attractive after last year’s drawdown, and capital spending should remain strong. Listen to my #podcast to learn more viewpoint.bnpparibas-am.com/talking-heads-…

The end of two decades of #deflation has improved the prospects of the Japanese economy and with it the outlook for #Japaneseequities. Can 2023's outperformance continue? Listen to my Talking Heads podcast to learn more viewpoint.bnpparibas-am.com/talking-heads-…

The effect of higher #interestrates in the eurozone will still be felt in 2024. A further slowdown in growth, though, could lead to lower #inflation, potentially setting up the #ECB for rate cuts in the second half of 2024. Click on the link to learn more viewpoint.bnpparibas-am.com/talking-heads-…

Daniel Morris of PNB Paribas says a challenge equities will face will be navigating a slowing growth environment even if overall growth continues bloomberg.com/news/articles/…

We believe there is value left in #eurozone investment-grade corporate bonds. Continued inflows and less issuance will support returns next year despite weak growth in Europe. Listen to our podcast to learn more about our views viewpoint.bnpparibas-am.com/talking-heads-…

Despite the market's current '#softlanding' consensus, there are other possible economic scenarios for the year: sticky #inflation and/or slower US growth. Where should you look for #returns across #fixedincome? Listen to our podcast to learn our views viewpoint.bnpparibas-am.com/talking-heads-…

Is it #Goldilocks or #SoftLanding? The recent sell-off in #interestrates shows that the markets are finally waking up to the fact that you can't have accelerating #growth and decelerating #inflation. Watch this clip on #Bloomberg to see more bloomberg.com/news/videos/20…

European high-yield #bonds stand to do well in 2024 given favourable macroeconomic and technical factors such as falling market #interestrates and an excess of #investor demand amid relatively limited #supply. Listen to our latest #podcast to learn more viewpoint.bnpparibas-am.com/talking-heads-…

The latest in a stream of stronger-than-expected US economic data has put paid to the #Goldilocks scenario that #growth can rise while #inflation falls. To learn what it means for #Fed policy, read or listen to our Weekly Market Update. viewpoint.bnpparibas-am.com/weekly-market-…

Developments in the #Chinese #economy are admittedly not all rosy, but they are not as bleak as some make them out to be. Listen to our podcast to learn more about opportunities in industrial upgrade, innovation, and experience-based spending viewpoint.bnpparibas-am.com/talking-heads-…

Continued US ‘exceptionalism’ for both #growth and #inflation is currently the broadly held base case scenario. Yet, recent CPI data, shows how vulnerable equities are to data that challenges this narrative. To learn more, read our asset allocation monthly viewpoint.bnpparibas-am.com/asset-allocati…

#Investors looking for income should consider #US investment-grade #bonds, an #assetclass that stands to benefit from a healthy economic backdrop, lower interest rates, and robust demand. Listen to our #podcast to learn more viewpoint.bnpparibas-am.com/talking-heads-…

Robust domestic demand and sound #monetary policy strengthen the investment case for #Turkish assets in 2024. In this #podcast, Huseyin Akar, Chief Economist at TEB Asset Management explains why investors should be looking to higher-yielding EM countries viewpoint.bnpparibas-am.com/talking-heads-…

Recent #growth and #inflation data have challenged the ‘immaculate disinflation’ narrative the market has been following since the end of 2023. If it’s not a #softlanding then is it re-acceleration of growth? Stagflation? Read our #assetallocation monthly viewpoint.bnpparibas-am.com/asset-allocati…

Market sentiment is swinging again, from soft landing to renewed overheating to stagflation. To learn how we are managing the “narrative” volatility, watch our asset allocation video viewpoint.bnpparibas-am.com/asset-allocati… #softlanding #inflation #stagflation #assetallocation

The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now, weaker growth seems to be just what the economy needs. Read our Weekly Market Update: viewpoint.bnpparibas-am.com/weekly-market-… #inflation #economics #markets

Higher-than-expected #inflation has put paid to expectations of 6-7 cuts from the #Fed this year. We do not believe that derails a #softlanding for the US economy, however, just delays it. Read our latest Monthly Market Viewpoint to learn more viewpoint.bnpparibas-am.com/monthly-market…

The latest soft US CPI inflation data has given another boost to equity markets. Can economic growth remain this strong while inflation decelerates towards the Fed's target? Read our latest Monthly Market Viewpoint. viewpoint.bnpparibas-am.com/monthly-market…

Further good returns ahead for stocks, justifying US and NASDAQ overweights; European small caps can benefit from the recovery. Fixed maturity strategies allow investors to lock in rates. To learn more, read our mid-year investment update viewpoint.bnpparibas-am.com/mid-year-inves…