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BNP Paribas Asset Management (“BNPP AM”) is de vermogensbeheerder van BNP Paribas, een van Europa’s meest vooraanstaande bankgroepen met een internationaal bereik. Duurzaamheid is verankerd in de strategie en de beleggingsbeslissingen van BNPP AM. Als een van de leiders in thematisch beleggen in Europa draagt BNPP AM bij aan de energietransitie, duurzaamheid van het milieu en de bevordering van gelijkheid en inclusieve groei.

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BNP Paribas Asset Management 
Herengracht 595 
Postbus 71770 
1008 DG Amsterdam 
Netherlands 
Tel.: +31 20 527 5275 
Fax: +31 20 527 5237 
Client Service via AM.ClientServiceNorthern 
EuropeIN@bnpparibas.com

Joost

Joost Höppener 
Head of sales Netherlands 
E: joost.hoppener 
@bnpparibas.com  
T: +31 20 5275 223 
M: +31 6 303 31 909

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BNP Paribas Asset Management

BNP Paribas AM: Mid-year reversals – thoughts on asset allocation

Following a volatile last few months, we foresee a pause and potentially a reversal in some of the prominent trends. In particular, we expect US Treasury (UST) yields and the US dollar to stabilise in the near term, as we believe UST yields have already priced in good news in terms of growth, inflation and monetary policy tightening by the Federal Reserve. By contrast, growth in the eurozone economy has slowed, but the ECB has signalled its intention to end its asset purchase programme by the end of 2018.

BNP Paribas AM: Clearing the air

The world’s two most populated countries, China and India, are also two of the worst air polluters. However, China is already using central government policy to drive through the transition to a cleaner energy balance, although it needs to extend its efforts beyond the industrial Northeast. Meanwhile, unlike China’s centralised approach, India’s fractured governmental structure will make the transition tougher, not least given the number of coal jobs in question.

BNP Paribas AM: Impact investing and the application of technology to UK SME lending

Small and medium-sized enterprises (SMEs) are a vital component of the UK economy. They represent over 60% of private-sector employees and are recognised as a critical component of both innovation and economic growth. The essential problem for potential lenders to SMEs is that the investible universe of UK SMEs is enormous – involving some 5.7 million companies – and yet the credit approval process is the same for a GBP 500 000 loan as for a GBP 50 million loan.

BNP Paribas AM: When the QE music stops, US MBS will still be dancing

When leading central banks stop playing the monetary policy tunes that many financial markets have been dancing to over the past decade – that jaunty ditty called quantitative easing, or QE as it is known by its abbreviation – the financial assets that were the winners under QE look set to become the losers, but there is one asset class that should continue to hum along nicely: US mortgage-backed securities (MBS), as fund manager John Carey explains.

BNP Paribas AM: Are you investing in ultra-processed foods?

A recent report by nutrition experts from Brazil and Canada concludes that the ever-increasing production and consumption of ultra-processed foods such as sweet or savoury packaged snacks, reconstituted meat products and soft drinks is threatening increased obesity. Not only that, it is also leading to sustainability crises such as the degradation of land and water resources, waste caused by mass animal husbandry, and food and nutrition insecurity.

BNP Paribas AM: Outlook for currencies at the start of May 2018

Our general economic outlook for the rest of 2018 is for continued global growth with low but rising inflation worldwide. In this scenario, we expect major developed market central banks will gradually reduce the extraordinary level of liquidity in financial markets. There are risks of a sudden and unexpected rise in inflation and of trade tensions worsening into a wider trade war.