Click here to access Perspectives, the monthly newsletter of BNP Paribas Investment Partners with commentary and analysis of the issues that matter for investors.
All articles are written by investment professionals with BNP Paribas Investment Partners teams from around the world. In addition to regular features, this edition includes articles on:
Nothing lost in translation: the view from Tokyo
Haruhiko Kuroda, the new Bank of Japan governor, has stunned markets by promising to double the size of Japan’s monetary base by the end of 2014. Naruki Nakamura, head of Japanese fixed income in Tokyo, provides his analysis of how this unparalleled monetary stimulus could play out.
Senior secured leveraged loans
Leveraged loans offer fixed income investors the prospect of attractive returns with limited exposure to interest rate risk – an appealing blend in today’s low-yield world. Heather Knox, analyst with the leveraged loans team in New York, details the characteristics of this – in Europe relatively new – asset class that is increasingly finding favour among investors.
Responsible investment spotlight: investments that also yield social returns
Helena Vines Fiestas, co-head of research in the Socially Responsible Investment (SRI) team, and Anne Froideval, senior SRI equities fund manager, describe which companies can contribute sustainably to adequately feeding and housing the world’s growing city populations.
Expert’s view: equities or bonds?
Joost van Leenders, investment specialist - strategy & allocation in Amsterdam, outlines the main factors which the Multi Asset Solutions team currently takes into account in assessing the relative merits of developed bonds and equities.
