Primer: BNP Paribas (BNP FP) - Apr 2026
Diversified Business Model Drives Resilience: BNP Paribas's strength lies in its diversified and integrated model, with three core operating...
119 Views
Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
752 Views
Upgrading Europe to Overweight; Supports Holding on MSCI ACWI, ACWI Ex-US, EAFE, and EM
Upgrading Europe to Overweight EURO $STOXX 50 $FEZ; Supports Holding on MSCI $ACWI, $ACWX, $EFA, and $EEM. Latest 4-6% pullback remains healthy...
607 Views
ESG Opinions Are Affecting the Shape of Bank Spread Curves
When bank bond issuers face ESG risks such as climate change, this should be translated in the market through significant pick-up on longer...
548 Views
Credit Profile of Eurozone Banks Worsens as Recession Risk Rises
The European Central Bank’s (ECB) latest interest rate hike of 25 bps in September 2023 has seen its policy rates edge to an all- time high of 4%,...
140 Views