BNP Paribas Asset Management

In the immediate future, we do not necessarily see any risks arising from the current, very slow pace that central banks in major developed economies are taking towards normalising monetary policy.

Trumponomics in 2016 gives way to Trumpidation in 2017

Crude oil prices have had their ups and downs (mainly downs) in recent years, falling most recently by close to 4% during the week that began 19 June 2017. While this hit the valuations of oil-linked assets such as some Emerging Markets (EM) currencies, the effect on broader risky assets has been fairly muted.

Main takeaways from the presentations at the recent Inquire seminar in Liverpool.

Equity markets extended their rally in May. Not only did the old market saying (which, by the way, is a little simplistic and rather poorly backed) “sell in May and go away” not prove true, but equities gained 1.9% (MSCI AC World index in US dollars) over the month of May.

Sustainable development, or the concept of economic development that meets the needs of the present without compromising the needs of future generations, came into being following an initiative taken by the United Nations (UN) in the 1980s.

A sign of the times: major newspapers are reporting on the growing concerns in official circles over the environmental threats to the planet. Such was the case following the UN’s annual World Water Day on 22 March.

John Maynard Keynes made and lost a small fortune investing in European currencies in the inter-war years.

The Federal Open Markets Committee (FOMC) raised its target range for the federal funds rate in March for the third time since December 2015. Here we consider how the Fed may go about ‘normalising’ its balance sheet.

The global economy is producing an unsustainable level of CO2 emissions. However, 194 countries signed the Paris Climate Agreement at COP21 in December 2015, with the objective of limiting the rise in global temperature to 2°C above pre-industrial levels.