Talking Heads

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Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and...

European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350 billion. As Daniel Dornel, Head of ETF Research, explains to...

Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment. Andy...

Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical...

Der MSCI World ist für viele Investoren die Messlatte für ihre langfristige Geldanlage, weil sie von einer weltweiten Streuung ihres Kapitals ausgehen. Aber das ist nicht die ganze Wahrheit. Ein Gespräch mit Florian...

The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP...

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging...

Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income...

The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP...

The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist, tells Daniel Morris, Chief Market Strategist, that farmland investing can offer...

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse...

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns...

June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief...