Mensal: Estratégia de investimento

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300

Asset allocation – November 2017

November 21, 2017 - Colin Harte, Head of Research, Active Asset Allocations, and Guillermo Felices, Senior Market Strategist
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BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
October 17, 2017

SUMMARY Market summary: equitier climb higher in low-vol environment Crude market outlook - the new oïl era Asset allocation: long EM versus DM

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
September 18, 2017

SUMMARY • Risk assets: under the weather • Upbeat global growth • Asset allocation: back to underweight duration, still bearish on euro versus US dollar

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
July 18, 2017

SUMMARY • Inflation continues to disappoint • Are central banks debating a change in their reaction functions? • Bond markets are becoming unsettled

BNP PARIBAS ASSET MANAGEMENT - Finance 1 1440x300
June 13, 2017

SUMMARY • Inflation disappoints, but central banks carry on • Is growth becoming more domestic? • Now closed: underweight in developed equities • Overweight real estate rotated from Europe to US

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