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November 2018

Opinion US Mid Terms - Nothing really to see here

According to Nick Watson, Janus Henderson multi-asset team, from a markets perspective, Trump’s ability to provide the US economy and markets with further levels of stimulus and acceleration are likely to be constrained over the next two (...)

November 2018

Opinion Brexit update – the end of the beginning

Multiple sources suggest that UK and EU negotiators have reached a draft agreement on Britain’s terms for leaving the EU (the withdrawal agreement) including backstop mechanisms designed to ensure that Brexit does not create a hard border in Northern (...)

November 2018

Opinion Why we would start reweighting U.S. stock-pickers

We are past the peak of the U.S. earnings reports. In the past, any unusually high individual stock volatility after an earnings announcement was a pattern that only appeared at macro inflection points.

November 2018

Opinion Midterm Elections 2018: Surfing a Blue Wave

As you know, politics have become a major influence on the global economy and financial markets over the past few years (Brexit, the election of Donald Trump, the new Italian government). The upcoming midterm elections for the US Congress on 6 November are yet another (...)

October 2018

News BNP Paribas Capital Partners announces initial closing of BNP Paribas CP European Special Opportunities Debt Fund

BNP Paribas Capital Partners (‘BNPP CP’), BNP Paribas Asset Management’s specialist in external alternative manager selection, launched an investment programme (known as ‘Special Opportunities’) earlier this year to provide institutional investors with exposure to the European (...)

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