A more planet-friendly diet can help both address biodiversity loss and improve people’s health, highlighting the harmful impact of food production, consumption and waste on our ecosystem. To help contain the rise in global temperatures, and preserve human wellbeing, enhance food security and wider stability, an agricultural revolution is needed.   In this podcast, which is part of our Investment Symposium Series, Professor Johan Rockström, joint director of the Potsdam Institute for Climate Impact Research, discusses the actions required to make sure that planetary boundaries such as global temperatures are not violated. 

What is China doing to address the impact of climate change and biodiversity loss? How is one of the world’s leading economies and a large emitter of greenhouse gases reconciling its ‘green’ policies and its continuing reliance on coal as an energy source?

In this podcast, Olivier Blanchard, Senior Fellow at the Peterson Institute for International Economics, argues that the US Federal Reserve has been misreading US inflationary pressures and warns a rapid normalisation of monetary policy is necessary to maintain financial stability.

In this podcast, you can listen to Ulrik Fugmann and Edward Lees, Co-Heads and Senior PMs of our Environmental Strategies Group talk to John Berger. John explains how his company is enabling the energy transition and allowing households and communities to be more resilient. In addition, John addresses the role asset managers play in fighting climate change, and how he believes BNP Paribas Asset Management is helping.  

Dans nos Perspectives d'investissement 2022, nous cherchons à aider les investisseurs à naviguer le courant alors que l'économie mondiale va se stabiliser lors des prochaines phases de la reprise économique. Nous nous intéressons également aux conséquences potentiellement plus vastes sur les politiques macroéconomiques, l’une des priorités mondiales étant désormais de s'attaquer aux problématiques sociales et économiques révélées par la pandémie. 

In our 2022 Investment Outlook, we seek to help investors to navigate the rapids as the global economy stabilises during the next phases of the economic recovery. We also consider the possible broader consequences for macroeconomic policy as the world tackles the social and economic challenges laid bare by the pandemic. Listen to more.  

Listed assets no longer suffice to build an investment portfolio. Private debt is becoming a central element among allocations.  

While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less clarity on the three to five-year outlook. A raft of issues could slow growth momentum in 2022. They range from a high base effect from 2021, slowing export growth, further regulatory reform and the country’s ‘zero-Covid’ policy to carbon emissions control and a cooling property market. There is also a lack of ‘animal spirits’ to spur private investment due to policy uncertainty.    

Disruptive trends in technology were already widespread when the pandemic-led social and economic lockdowns triggered a seismic shift in the way we work, buy and communicate. The abrupt transition to socially distant lifestyles has accelerated these trends and sparked booming demand for technology and innovations to support virtual solutions for many everyday interactions.  

While 2020 was one of the best years on record for pure environmental thematic investing, with the theme up by more than 100%, it saw a significant – and healthy – consolidation in 2021. The segment underperformed broader markets by 31% (as of end of October) relative to the MSCI ACWI index despite company fundamentals improving significantly and regulatory and policy support bolstering its long-term outlook.