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The Intelligence Report – 1 October 2019

Global views and trends

BNP Paribas Asset Management
 

What do superstars, inflation and sustainability have in common?

Investing is about opportunities and threats: benefiting from the former and avoiding the latter. Underlying any decision is analysis and awareness – and so it is with the superstar company phenomenon: some ‘masters of the universe’ are worth having a look at. Caveats apply, one being that it is not just size that matters.

Equally, we are all aware that inflation is now elusive, but our analysis shows that the forces that can fan it could easily be stirred into action.

Talking about action, we present the latest views on the urgency of the sustainability issues that asset owners, society and the world need to tackle. Of course, savvy investors can see an opportunity here.


What the superstar phenomenon means

Typically in control of their markets and pricing, often at the forefront of innovation and frequently eager to expand, superstar companies represent both opportunities and threats when it comes to investing.

CHECK OUT OUR INFOGRAPHIC


Transitioning to a reflation regime?

Reflation could be around the corner. Whether it actually appears depends on factors such as supply shocks, de-globalisation, fiscal stimulus and signs of economic recovery.

READ OUR ANALYSIS


Policymakers respond to urgency of sustainability issues

Governments are focusing on ‘real economy outcomes’ and increasingly are supported by investors and facilitated – perhaps not quickly enough – by regulators.

READ OUR CONFERENCE REPORT

 


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The Intelligence Report appears roughly every two weeks and offers investors insights into the topics that we believe matter to them from around BNP Paribas Asset Management. Contact your local representative for more information.

 

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