BNP Paribas Asset Management – Corporate EN

Artificial intelligence is emerging as the most significant technological development since the internet, with the capacity to reshape the global economy, productivity, and daily life Driven by rapid innovation and infrastructure investments, AI-related stocks and companies involved in AI hardware and cloud services are gaining significant market traction This technology ...

AI disruptions and Middle East tensions have brought some volatility, leading to contained spread widening Euro credit yields across investment grade and high yield bonds remain high from a historical perspective, offering selective entry points Fundamentals remain sound with robust primary issuance, warranting selective positioning and active duration management amid ong...

Europe’s market divergence Bond yields rise AI and productivity

By Daniel Morris, Chief Market Strategist;

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. Long European duration – We increased ...