Industry news and views from Panacea and our partners.
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BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
BNP Paribas Fixed Income Quarterly Update – July 2026
The second quarter presented significant market dynamics shaped by geopolitical concerns and major central banks focused firmly on inflation. Watch Olivier de Larouzière discuss his outlook for fixed income and where he sees potential opportunities.
BNP Paribas Mid-year Investment Outlook
Watch our Mid-Year Investment Outlook video with Daniel Morris, Chief Market Strategist, and Chris Iggo, Chief Investment Officer, AXA IM Core (part of BNP Paribas Asset Management), to see their analysis of the fundamentals driving the global economy, fixed income and equity markets.
BNP Paribas: Fixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe.
BNP Paribas: Portfolio perspectives Monetising AI: Driving innovation and multiple investment opportunities
Artificial intelligence has moved from experimentation to large-scale deployment and a tangible revenue driver across an ever-broadening range of industries.
BNP Paribas: Portfolio perspectives How fixed income investors can potentially capitalise on Europe’s strategic autonomy
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.
BNP Paribas: View from the markets: Consumer watch
Oil prices dropped far more quickly than many analysts expected following the announcement of the Memorandum of Understanding between the US and Iran.
BNP Paribas: View from the markets: Fair weather outlook
Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.
BNP Paribas: US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount.
BNP Paribas: Multi-Asset Investments Views: Midnight oil
SpaceX’s initial public offering saw the company valued at about $1.8 trillion, which propelled it into the world’s top 10 firms by market capitalisation.
BNP Paribas: Monthly Market Views: Political transitions and market caution
UK investors face another change in political leadership. This could also mean a shift in economic policy with a focus on stimulating growth and addressing the country’s regional inequalities.
BNP Paribas: China: Late to the AI sprint, strong in the marathon
In today’s global artificial intelligence (AI) industry, the US leads in frontier models and accelerator design, Taiwan manufactures the most advanced chips, South Korea supplies high-bandwidth memory, and investors crowd into the most obvious winners.
BNP Paribas: Mid-year outlook: Prospects remain upbeat for equity and fixed income investors
The global macroeconomic outlook was dominated by two themes in the first half of 2026: the Middle East conflict and the continued boom in artificial intelligence-related spending.
BNP Paribas: View from the markets: Too much of a good thing
Recent volatility in global technology shares has been partly caused by better-than-expected US economic data which led to market expectations for higher fed funds rates in the future.
BNP Paribas: Why technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment – in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.
BNP Paribas: Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
While there may be some areas of excessive optimism, infrastructure spending has generally been in line with demand and mostly funded from operating cash flows. AI products and services continue to be monetized rapidly.
BNP Paribas: Investing in technology and AI: Opportunities in a rapidly evolving landscape
BNP Paribas Asset Management portfolio managers, Pamela Hegarty and Derek Glynn, answer key questions regarding the future of artificial intelligence and investing in the technology sector.
BNP Paribas: AI: A sustainability risk and opportunity for long-term investors
Investors can help determine whether artificial intelligence becomes a net positive for societies and the environment. How they allocate capital and engage with companies and policymakers can play a vital role in the eventual impact of AI.
BNP Paribas: AI’s long-term investment potential continues to ratchet up
While geopolitical tensions continue to dominate global headlines, one topic remains at the forefront of investor discourse: the technology sector – and more specifically, artificial intelligence and its long-term potential.
BNP Paribas: Multi-Asset Investments Views: From extreme caution to upside chasing
Taking some profit, back to a modest overweight on equities – We moved to our maximum overweight exposure in global equities in early April, once both Iran and the US appeared willing to negotiate a Middle East peace deal. Following a strong US earnings season we have progressively reduced our exposure.
BNP: Monthly Market Views: Fixed income resilience and equity market divergence
Fixed income performance has been inversely correlated to duration since the start of the Middle East conflict. The best performers have been those with limited duration, high income levels, or with inflation exposure.
BNP Paribas: Talking Heads Podcast: Inflation-linked bonds can navigate the shocks
The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Listen to how the short duration inflation-linked bond strategy can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.
BNP Paribas: Talking Heads Podcast: US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, BNP Paribas Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.
BNP Paribas: View from the Markets: Taiwan GDP, need I say more?
Day-to-day price movements in markets remain dominated by what is happening around the Middle East conflict. But then one must layer on top of that the overwhelming evidence of the artificial intelligence build-out. Stock markets in Taiwan, Korea, Japan, and the US reached new highs this week.
BNP Paribas: Multi-Asset Investments Views: Don’t look back in anger
From a financial market perspective, the Iran war closely resembles previous geopolitical shocks: a sharp but short?lived sell?off followed by a rapid and near?complete recovery in risk asset prices.
BNP Paribas: Long-term asset allocation – A resilient world
For all the shocks following the inauguration of Donald Trump as US president, the word most often used when discussing the economic outlook has been ‘resilience’.
BNP Paribas: Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
BNP Paribas: AI’s growing influence on fixed income markets
While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets through new issuance, business model disruption, and enhanced investment processes.
BNP Paribas: Barometer: Prospects for US, emerging market stocks remain strong
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
BNP Paribas: Multi-Asset Views: Potential opportunities through diversification
BNP Paribas' Laurent Clavel discusses the effects of current geopolitical volatility on markets and how diversifying across asset classes could offer investors better risk-adjusted returns.