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February 2018

News BofA Merrill Lynch February Fund Manager Survey shows investor anxiety but does not give the all clear to buy the dip

A record one-month jump in net % of investors indicating they have taken out protection against a sharp fall in equity markets in the next 3 months, at net -30% in February from net -50% in January

February 2018

News Japan provides US $700 million to African Development Fund

The Japan International Cooperation Agency (JICA) has signed a loan agreement with the African Development Fund (ADF) designed to provide an Official Development Assistance (ODA) loan to the tune of 73.601 billion Japanese Yen (approx. US $700.9 (...)

February 2018

Strategy Back to normality

We remain constructive for equities, due to the synchronized global recovery, which we expect to underpin strong earnings growth. Given that until recently, investor sentiment was near record highs, we think that some sort of correction was indeed (...)

February 2018

Opinion Vietnam & Cambodia - Asian frontiers on the front foot

February 2018

Innovation BNP Paribas Asset Management launches two private debt strategies and strengthens team with new hires

BNP Paribas Asset Management (‘BNPP AM’) announces the launch at the end of 2017 of two private debt strategies, European Infra Debt and European Real Estate Debt. The launches are BNPP AM’s first within infrastructure debt and commercial real estate (...)

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