Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
A great experience with BNP Paribas TFI CEO Jarosław Skorulski at the IZFiA Fund Forum, a flagship event of the Chamber of Fund and Asset Management. The event was held in lovely Kazimierz Dolny. I participated in a panel discussing the outlook for the investment management industry.
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
The latest soft US CPI inflation data has given another boost to equity markets. Can economic growth remain this strong while inflation decelerates towards the Fed's target? To get our view, read our latest Monthly Market Viewpoint. #assetallocation #equities #gold #nasdaq #inflation https://lnkd.in/edS7-KCk
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Thanks to Derek Glynn, CFA for sharing his insights at our client lunch seminar in Brussels on AI and the opportunities he sees for BNP Paribas Asset Managements' disruptive technology fund. I discussed our mid-year outlook: smooth sailing for now; key risks are political in the near term.
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Higher-than-expected inflation has put paid to expectations of 6-7 cuts from the Fed this year. We do not believe that derails a soft landing for the US economy, however, just delays it. To learn our outlook and views on asset allocation, read our latest Monthly Market Viewpoint. #inflation #softlanding #fed #assetallocation
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now, weaker growth seems to be just what the economy needs. Read our Weekly Market Update to learn about the latest developments and implications for markets. #inflation #economics #stagflation #markets
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Market sentiment is swinging again, from soft landing to renewed overheating to stagflation. To learn how we are managing the “narrative” volatility, watch our asset allocation video. #softlanding #inflation #stagflation #assetallocation
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Interview with Asharq (dubbed in Arabic) on the outlook for equity markets following the latest earnings season. #usequities #earnings
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Robust domestic demand and a sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. Risks include the potential for high inflation to weigh on the economy. To hear why Huseyin Akar, Chief Economist at TEB Asset Management, believes investors should be looking to higher-yielding EM countries such as Turkey (Türkiye), listen to our Talking Heads podcast. #turkey #turkiye #emergingmarkets
Chief Market Strategist/Co-Head of the Investment Insight Centre at BNP Paribas Asset Management
Investors looking for income should consider US investment-grade bonds, an asset class that stands to benefit from a healthy economic backdrop, lower interest rates, and robust demand. Yrieix de James, US Investment Grade Portfolio Manager, talks with me on our Talking Heads podcast why he likes sectors such as financials, real estate investment trusts, and companies whose revenues come mostly from the US. #investmentgrade #credit #corporatebonds #podcast #useconomy
Member of Executive Committee - Global Head of Sales - Strategic Partners
1wThanks Daniel Morris for having represented BNP Paribas Asset Management and BNP Paribas Bank Polska in the panel to share market views.