BNP Paribas Asset Management

The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and infrastructure spending, have led many investors to reassess Europe’s investment potential.

Increasingly volatile rainfall patterns are hastening investment in infrastructure that diverts, stores and cleans stormwater, creating opportunities for suppliers of innovative hardware and consultancy services, writes Senior Portfolio Manager Justin Winter.

Active exchange-traded funds combine an ETF structure with active management strategies, aiming to outperform benchmarks or enhance ESG1 profiles.

Fed Chair Jerome Powell’s speech on Friday 22 August at the Jackson Hole economic conference was supposed to be the event of the week and, indeed, it had consequences for financial markets. By focusing on the downside risks on employment, Powell paved the way for a cut in key rates on 17 September.

In his much-awaited speech at the annual Jackson Hole central bankers’ symposium, his last as Chair of the Federal Reserve (Fed), Jerome Powell delivered a dovish surprise by opening the door wide to a rate cut at the FOMC’s upcoming meeting.

Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already, they have outperformed US stocks by a good margin. We believe there is more to come as the continent starts to spend big on its own capabilities and embarks on reform.

Investors see private markets as a primary environment for thematic strategies shows BNP Paribas 2025 Thematics Barometer

With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn?

As companies start reporting on second-quarter earnings, market expectations range widely. For the tech-heavy US NASDAQ 100 index, earnings are forecast to come in 14% higher than in the same quarter a year ago.

Among the current investment opportunities, private equity infrastructure stands out as a compelling option for investors seeking stable, long-term returns. Rodolphe Brumm sheds light on the intricacies and promise of this private assets segment.