BNP AM

The sustainable investor for a changing world

Weekly investment update – Covid in China and US inflation spell trouble for equities
Equity turmoil in the wake of rising bond yields
Asset allocation highights – Adjusting to downside risks to earnings
Daniel Morris
2 Authors - Blog
Asset allocation monthly - Downside risks to earnings – especially in Europe
Daniel Morris
2 Authors - Blog
Weekly investment update – Central bank policy tightens while risk shifts
Chart of the week – Equities returning to pre-war pattern
Weekly investment update – Earnings now key