BNP PARIBAS ASSET MANAGEMENT - Finance 4 1440x300
Investment strategy

Monthly Video – April 2019

April 3, 2019 -

This month Guillermo Felices, Head of Research and Strategy in MAQS looks at the recent shift in central bank policy to a dovish stance, explores how this has created a goldilocks environment, explains why this is fragile however, and concludes with the asset allocation implications.

On the same subject:
BNP PARIBAS ASSET MANAGEMENT - Finance 4 1440x300
May 8, 2019

This month Maximilian Moldaschl, Senior Multi-Asset Strategist in MAQS, explores the current goldilocks environment, explains why it is fragile, looks at what markets are pricing and concludes with the asset allocation implications.

BNP PARIBAS ASSET MANAGEMENT - TM Major markets 1440x300
May 6, 2019

Beware the risks of a fragile goldilocks

Asset allocation quarterly – April 2019

 

Asset allocation monthly – May 2019

Beware the risks of a fragile goldilocks