


BNPP AM: Wastewater: an untapped solution to water access
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.
BNPP AM: Emerging market currencies – the cyclical trend is their friend
John Maynard Keynes made and lost a small fortune investing in European currencies in the inter-war years.
BNPP AM: No surprises – US Federal Reserve increases interest rates as expected
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.
BNPP AM: Investors can contribute to the low carbon energy transition
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.
BNPP AM: Green bonds: France shows the way with a milestone issue
The financing of the energy transition by issuing green bonds has reached a fresh milestone now that France, a prominent proponent of climate change mitigation and environmental protection efforts, has issued the largest and longest green bond to date.
BNPP AM: What will President Trump’s first 100 days mean for financial markets?
President Trump recently passed his first 100 days in office. They were anything but quiet, with not only a series of high-profile political rows, but a number of failed attempts to deliver on his priority election promises. The topsy-turvy character of this period has had financial market observers watching closely as to what might happen next, and what the economic implications might be.
BNPP AM: Aquaponics: highly sustainable fish and food production
Environmental degradation and industrial and real-estate development are among the factors reducing the space available for conventional agriculture and encouraging the emergence of new methods that are better suited to these changes including aquaponics.
BNPP AM: Confidence in US economic outlook: will reality match expectations?
The surge in confidence in the US among consumers, producers and homebuilders has spread to small business owners.
Outlook 2017 BNP Paribas Investment Partners
“Beleggers moeten zich voorbereiden op een overgangsfase nu de kwantitatieve verruiming over het hoogtepunt heen is.”
BNPP IP: With healthcare at a crossroads, what role for the pharma industry and investors?
The pharmaceutical (pharma) sector is a major focus for investors, not just from a financial viewpoint, given its weight in equity indices, but also in the context of public health – the essential societal role of taking fundamental research, materialising it into drugs, and making those drugs available.