BNP Paribas Asset Management

Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds.

Although occasionally there has been speculation about the status of the US dollar as the world’s dominant currency, the reality is that the dollar is the undisputed vehicle of transaction for global trade.

While many economists may find it reassuring that even the most advanced artificial intelligence appears unable to foresee President Trump’s next decisions on tariffs, not knowing what’s coming next does not really help investors.

Biodiversity loss isn’t just an environmental issue, it’s a financial risk that investors should integrate into their decision-making, writes Robert-Alexandre Poujade,ESG Analyst and Biodiversity Lead.

Equal-weighted exchange-traded equity funds have attracted notable amounts of investor money in the past 12 months as investors move away from ETFs that track standard market indices which typically assign large weights to equities with the largest market worth at the expense of smaller, but still worthwhile, stocks. Daniel Dornel explains.

Gold has shone on the financial markets in 2024. Is investing in gold still relevant after such a rally? Is it time to diversify your exposure to precious metals? What is its potential for appreciation for 2025?

We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as market leadership changes, leading to less concentrated performance, writes Chris Fay.