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2018 Investment Outlook – The Tide Is High

January 10, 2018 -
Out now: BNP Paribas Asset Management 2018 Investment Outlook

In 2017, the non-conventional policy measures of G3 central banks, in combination with the strongest – and most globally synchronised – acceleration in the pace of economic growth since the Great Financial Crisis, lifted valuations across a broad range of asset classes.

  • Financial markets are in the thrall of positive macroeconomic fundamentals. We look at the  longer-term investment implications of a low-rate, low-inflation environment.
  • The expansion of G3 central bank balance sheets since 2009 has lowered the risk premium in equity, fixed income, credit and emerging markets. In our view, this is likely to continue, particularly as the central bank balance sheets are forecast to keep increasing until late in 2018.

 

Our asset class specialists share their views on the following strategies as solutions to the challenges the current environment presents:

  • Factor investing in bond markets
  • Green bonds

For the 2018 Investment Outlook by BNP Paribas Asset Management

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