The asset manager for a changing world
TIR cover
  • Home
  • The Intelligence Report – 27 March 2019

The Intelligence Report – 27 March 2019

Global views and trends

Guy WILLIAMS
 

The science is unequivocal and the evidence is growing ever stronger, supporting the rationale of adopting a long-term investment focus on sustainability. We present our Global Sustainability Strategy. Also in this issue: do not apply a one-size-fits-all approach to BBB rated debt, but assess the idiosyncrasies; and the outlook for European equities.  

Our Sustainability Strategy – become a future maker
In a fast changing world, we focus on long-term, sustainable investment returns for our clients. That is why we are putting sustainability at the heart of our strategy.

READ MORE

 

Late-cycle leverage – the risk of US BBB downgrades
BBB rated corporate debt accounts for over half the IG index; the volume of BBB rated debt is twice that of the HY index. What are the factors that could sway 2019 performance?

READ MORE

 

Europe – the horizon becomes clear
With Brexit a muddle right up to the finish, how does that uncertainty – and other factors in Europe, the US and beyond – affect reflections on investing in European equities?

READ MORE

 

 

For the previous edition, click here >

The Intelligence Report appears roughly every two weeks and offers investors insights into the topics that we believe matter to them from around BNP Paribas Asset Management. Contact your local representative for more information.

 

 

On the same subject: