Global Alpha Research Agenda 2023
Key Points The current market environment is offering many opportunities to the patient investor The...
Perspectives
EIB Achieves Milestone with First Ever Digital Bond in British Pounds
BNP Paribas accompanies EIB in the digitalisation of capital markets with the issue of a fully digitally native Sterling-denominated bond issuance. Having issued their first digital bond in April 2021,...
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Cathie Wood on the Unprecedented Disruption Ahead
The founder and CEO of ARK Invest is keeping her eye on the prize—positioning investors to significantly benefit from what she sees as historic innovation...
In Credit Weekly Snapshot – January 2023
Exceeding expectations Key markets overview Credit market rally continues Key markets overview A farewell to inflation Key markets overview Off to the races Key markets...
AXA Framlington UK Sustainable Equity Fund: Investing for the long term
Key points: The equity outlook for 2023 is more positive than last year due to easing inflationary pressures, a peak in the rate tightening...
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Investing in Interesting Times
What happened to major asset prices before 2022 and what changed in 2022? This article...
Central Banks: Next Steps in Fighting Inflation
ECB: All eyes are on the upcoming ECB meeting this Thursday when the next step in...
JP’s Journal: Should Have Been a Fun Manager
My wife is an archaeologist. When in social gatherings her job has always garnered more...
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The Bank of England Insurance Stress Test 2022: Implications for Life Insurers’ Investments
On 23 January 2023, the Bank of England’s Prudential Regulation...
Following the Prophets: Identifying Effective Analyst Recommendations
Our research shows following a certain cohort of sell-side analysts...
Global Credit Outlook: Cautious on Turbulence & Technicals
Rate volatility was a major driver of global bond markets...
ESG Regulatory Playbook: A View of Key Regulatory Trends in the Year Ahead
Key takeaways Welcome to our wrap-up of major events from...
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Long Term Capital Market Expectations – UK Edition
UK regional edition of our January 2023 Long-Term Capital Market Expectations. These proprietary expectations represent a forward...
When will Central Banks Cease Tightening?
Markets suggest the US has almost reached an inflection point, while the UK and Europe have further...
‘Weeding Out’ Not-Quite-So Green Bonds
The additionality and environmental credentials of each issuance must be scrutinised. Limiting climate change and addressing the...
Tapping the Potential of the New Asian Consumer
Summary The behaviour of Asian consumers is changing, resulting in both challenges and opportunities for consumer companies....