BNP AM

The sustainable investor for a changing world

Sandro Pierri CEO letter

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Investment Outlook 2022

We share ideas for navigating the rapids during the next phases of the economic recovery, plus our thoughts on the direction of macroeconomic policy as the world tackles the social and economic challenges exposed by the pandemic.

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Weekly investment update – Markets in a sea of uncertainty
The Fed is tightening the screws
Emerging markets – Short-term pain ahead of an upturn
Fixed income outlook - Fed playing catch-up
Daniel Morris
Authors
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Fixed income highlights - Policy divergence
Daniel Morris
Authors
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