Investment views

(LTTA) VFTM - Yields continue to return to a different time - 2205 - ES

Fri, 29 May 2026 12:02:34 +0000

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(LTTA) View from the markets - Taiwan GDP, need I say more? - 0805 - ES

Fri, 29 May 2026 11:49:19 +0000

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(LTTA) VFTM - Yields continue to return to a different time - 2205 - EN

Tue, 26 May 2026 12:53:34 +0000

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(LTTA)View from the markets - Taiwan GDP, need I say more? - 0805 - EN - VP, web

Tue, 26 May 2026 12:50:09 +0000

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(LTTA) View from the markets - What have you done for me lately? - 1505 - EN

Wed, 20 May 2026 09:44:40 +0000

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(LTTA) View from the markets - Earnings to the rescue! - 0105 - EN - VP, web

Tue, 19 May 2026 12:00:35 +0000

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(LTTA) View from the markets - Taiwan GDP, need I say more? - 0805 - EN

Tue, 19 May 2026 11:54:27 +0000

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(LTTA) View from the markets - Chips and oil - 24/04 - ES

Wed, 13 May 2026 11:01:45 +0000

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(LTTA) View from the markets: Earnings to the rescue! - 0105 - ES - web

Wed, 13 May 2026 10:58:25 +0000

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(LTTA) View from the markets - Earnings to the rescue! - 04/0 - DE

Wed, 13 May 2026 10:56:21 +0000

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(LTTA) View from the markets - Chips and oil - 24/04 - DE

Wed, 13 May 2026 10:52:20 +0000

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(LTTA) View from the markets - Chips and oil - 2404 - en - VP, web

Wed, 06 May 2026 11:51:28 +0000

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(LTTA) View from the markets: The Iran war: So, is it all over? - 1704 - ES

Mon, 27 Apr 2026 11:41:27 +0000

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(LTTA) View from the markets: The Iran war: So, is it all over? - 1704 - en

Mon, 27 Apr 2026 11:34:16 +0000

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(LTTA) VFTM - Portfolio maintenance in turbulent times - 270326 - DE

Mon, 27 Apr 2026 11:28:29 +0000

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(LTTA) View from the markets: The Iran war: So, is it all over? - 1704 - DE

Mon, 27 Apr 2026 11:24:32 +0000

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(LTTA) View from the markets - Peace, then what? - 1004 - DE

Mon, 27 Apr 2026 11:22:39 +0000

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(LTTA) weekly market update A week for the central banks - 0402 - DE

Mon, 27 Apr 2026 11:18:14 +0000

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(LTTA) VFTM - Portfolio maintenance in turbulent times - 270326 - ES

Fri, 24 Apr 2026 11:25:55 +0000

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(LTTA) View from markets - The interest rate threat - 0204 - ES

Tue, 14 Apr 2026 12:11:34 +0000

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(LTTA) View from markets - The interest rate threat - 0204 - en - VP, web

Fri, 10 Apr 2026 13:59:53 +0000

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(LTTA) View from markets - Portfolio maintenance in turbulent... - 2703 - en

Fri, 10 Apr 2026 11:42:13 +0000

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(LTTA) View from the markets - It’s not just Iran - 2003 - DE

Fri, 10 Apr 2026 11:05:28 +0000

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(LTTA) View from of the markets - In medias res - 060326 - DE

Fri, 10 Apr 2026 11:01:39 +0000

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(LTTA) View from markets - It’s not just Iran - 2003 - ES

Wed, 01 Apr 2026 13:10:20 +0000

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(LTTA) View from markets - It’s not just Iran - 2003 - en - VP, web

Wed, 01 Apr 2026 13:07:57 +0000

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(LTTA) View from the markets - Oil shock means inflation - 1303 - ES

Fri, 20 Mar 2026 14:16:49 +0000

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(LTTA) View from markets - Oil shock means inflation - 1303 - en - VP, web

Fri, 20 Mar 2026 14:12:33 +0000

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(LTTA) View from the markets - Not bear feeding time just yet - 2702 - ES

Mon, 16 Mar 2026 14:07:12 +0000

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(LTTA) View from the markets - Not bear feeding time just yet - 2702 - en

Mon, 16 Mar 2026 13:51:22 +0000

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(LTTA) View from the markets - Expand Your TAM - 2002 - en - VP, web

Mon, 16 Mar 2026 13:43:41 +0000

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(LTTA) View from the markets - Expand Your TAM - 2002 - ES

Mon, 16 Mar 2026 13:36:34 +0000

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(LTTA) weekly market update Great expectations - 2801 - DE

Mon, 16 Mar 2026 13:06:33 +0000

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(LTTA) weekly market update only uncertainty is coming up trumps - 2101 - DE

Mon, 16 Mar 2026 13:00:54 +0000

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(LTTA) weekly market update China’s persistent deflation - 1401 - DE

Mon, 16 Mar 2026 12:50:38 +0000

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(LTTA) Weekly Market Update – Bang, bang, he shot me down - 0210 - DE

Mon, 16 Mar 2026 12:42:34 +0000

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(LTTA) View from markets Here come the bots - 1302 - en - VP, web

Mon, 16 Mar 2026 12:37:29 +0000

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(LTTA) View from markets Here come the bots - 1302 - ES

Mon, 16 Mar 2026 11:52:20 +0000

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(LTTA) View from the markets - Pick your poison: Geopolitics or AI 0602 - ES

Mon, 16 Mar 2026 10:53:43 +0000

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(LTTA) weekly market update A week for the central banks - 0402 - ES

Mon, 16 Mar 2026 09:37:00 +0000

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(LTTA) View from the markets Politics, currencies and relative value - 3001 - ES

Fri, 13 Mar 2026 15:48:48 +0000

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(LTTA) weekly market update Great expectations - 2801 - ES

Fri, 13 Mar 2026 15:39:10 +0000

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(LTTA) weekly market update A brief reprieve - 0801 - DE

Mon, 09 Mar 2026 07:38:10 +0000

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(LTTA) View from markets - Pick your poison: Geopolitics or AI 0602 - en

Thu, 12 Feb 2026 12:20:24 +0000

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(LTTA) weekly market update A week for the central banks - 0402 - en

Thu, 12 Feb 2026 11:51:55 +0000

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(LTTA) view from the markets That’s so early-January 2026! - 2301 - en

Thu, 12 Feb 2026 10:15:31 +0000

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(LTTA) weekly market update only uncertainty is coming up trumps - 2101 - ES

Mon, 09 Feb 2026 13:50:17 +0000

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(LTTA) Game of thrones (and oil and chips) - 1601 - ES - web

Mon, 09 Feb 2026 13:46:22 +0000

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(LTTA) weekly market update China’s persistent deflation - 1401 - ES

Mon, 09 Feb 2026 08:42:26 +0000

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(LTTA) weekly market update A brief reprieve - 0801 - ES

Mon, 09 Feb 2026 08:23:34 +0000

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(LTTA) view from the markets Game of thrones (and oil and chips) - 1601 - en

Wed, 04 Feb 2026 11:29:09 +0000

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(LTTA) View from markets Politics, currencies and relative value - 3001 - en

Wed, 04 Feb 2026 07:52:51 +0000

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(LTTA) weekly market update only uncertainty is coming up trumps - 2101 - en

Tue, 03 Feb 2026 12:46:57 +0000

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(LTTA) weekly market update Great expectations - 2801 - en - VP, web

Tue, 03 Feb 2026 12:22:09 +0000

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(LTTA) weekly market update China’s persistent deflation - 1401 - en - VP, web

Mon, 02 Feb 2026 12:58:32 +0000

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(LTTA) weekly market update Fed ECB what's next - 1712 - DE

Mon, 26 Jan 2026 14:39:02 +0000

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(LTTA) weekly market update The interest rate path - 1212 - DE

Mon, 26 Jan 2026 14:36:29 +0000

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(LTTA) Weekly Market Update - A brief reprieve - EN

Thu, 22 Jan 2026 10:58:23 +0000

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(LTTA) WUM - The Fed’s ‘misery’ and Japan’s ‘China headache’ - 0212 - DE

Fri, 16 Jan 2026 09:26:34 +0000

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Talking Heads – Utilizzare le informazioni comportamentali per prendere decisioni di investimento migliori

Tue, 13 Jan 2026 13:07:43 +0000

Lo studio della finanza comportamentale e le sue scoperte sui limiti del processo decisionale razionale aiutano a spiegare il ruolo del fenomeno nel plasmare gli eventi di mercato. Ascolta questo podcast di Talking Heads con Aquiles Mosca, Head of Sales, Marketing & Digital di BNP Paribas Asset Management Brasile e insegnante di finanza comportamentale, e Daniel Morris, Chief Market Strategist.

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(LTTA) weekly market update It’s not easy being in charge - 2611 - DE

Wed, 31 Dec 2025 13:47:52 +0000

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(LTTA) weekly market update Fed ECB what's next - 1712 - en - VP, web

Wed, 31 Dec 2025 13:32:20 +0000

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(ltta) weekly market update An abrupt bout of volatility - 2111 - DE

Wed, 31 Dec 2025 12:38:09 +0000

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(LTTA) weekly market update The interest rate path - 1212 - en - VP, web

Wed, 31 Dec 2025 11:52:02 +0000

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(LTTA) weekly market update The interest rate path - 1212 - ES

Wed, 31 Dec 2025 10:31:51 +0000

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(LTTA) The Fed’s ‘misery’ and Japan’s ‘China headache’ - 0212 - ES

Wed, 31 Dec 2025 10:23:08 +0000

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(LTTA) weekly market update It’s not easy being in charge - 2611 - ES

Wed, 31 Dec 2025 10:18:05 +0000

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(LTTA) weekly market update One less uncertainty for investors - 1311 - DE

Thu, 04 Dec 2025 12:15:27 +0000

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(LTTA) weekly market update tariffs and global tail risks - 0311 - DE

Thu, 04 Dec 2025 09:14:12 +0000

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(LTTA) The Fed’s ‘misery’ and Japan’s ‘China headache’ - 0212 - en - VP, web

Thu, 04 Dec 2025 08:51:44 +0000

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(LTTA) weekly market update An abrupt bout of volatility - 2111 - ES

Mon, 01 Dec 2025 15:22:04 +0000

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(LTTA) weekly market update One less uncertainty for investors - 1311 - ES

Mon, 01 Dec 2025 08:20:00 +0000

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(LTTA) weekly market update It’s not easy being in charge - 2611 - en

Fri, 28 Nov 2025 10:36:24 +0000

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(LTTA) weekly market update An abrupt bout of volatility - 2111 - en

Mon, 24 Nov 2025 13:48:07 +0000

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(LTTA) weekly market update One less uncertainty for investors - 1311 - en

Mon, 24 Nov 2025 13:42:32 +0000

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(LTTA) weekly market update The great (earnings) divide -2910 - DE

Mon, 24 Nov 2025 13:40:24 +0000

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(LTTA) weekly market update An interesting week - 2210 - DE

Thu, 20 Nov 2025 10:20:07 +0000

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(LTTA) weekly market update tariffs and global tail risks - 0311 - ES

Tue, 18 Nov 2025 12:54:55 +0000

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LTTA (WMU) Tariff escalation, stagflation risk and Fed policy - 16/10 - DE

Thu, 13 Nov 2025 09:09:06 +0000

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(LTTA) Weekly Market Update Riding the Fed wave - 2509 - DE

Thu, 13 Nov 2025 09:03:01 +0000

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(LTTA) weekly market update tariffs and global tail risks - 0311 - en - VP, web

Fri, 07 Nov 2025 13:50:32 +0000

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(LTTA) Weekly Market Update Fed likes it hot, ECB cold - 1909 - DE

Thu, 06 Nov 2025 13:10:23 +0000

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(LTTA) Weekly Market Update Riding the Fed wave - 2509 - ES

Thu, 06 Nov 2025 13:07:42 +0000

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(LTTA) weekly market update The great (earnings) divide -2910 - en - VP, web

Thu, 06 Nov 2025 12:52:33 +0000

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(LTTA) weekly market update The great (earnings) divide -2910 - ES

Tue, 04 Nov 2025 15:26:08 +0000

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(LTTA) weekly market update An interesting week - 2210 - ES

Wed, 29 Oct 2025 14:36:27 +0000

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(LTTA) weekly market update An interesting week - 2210 - EN

Fri, 24 Oct 2025 11:47:14 +0000

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(LTTA) Tariff escalation, stagflation risk and Fed policy - 16/10 - ES

Tue, 21 Oct 2025 13:22:00 +0000

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(LTTA) Tariff escalation, stagflation risk and Fed policy - 16/10 - en - VP, web

Fri, 17 Oct 2025 09:19:00 +0000

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(LTTA)Weekly Market Update – Politics in the driver’s seat - 1310 - en - VP, web

Wed, 15 Oct 2025 14:56:50 +0000

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(LTTA) Weekly Market Update – Bang, bang, he shot me down - 0210 - ES

Wed, 08 Oct 2025 14:08:26 +0000

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(LTTA) Weekly Market Update – Bang, bang, he shot me down - 0210 - en - VP, web

Mon, 06 Oct 2025 14:19:36 +0000

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(LTTA) Weekly Market Update Riding the Fed wave - 2509 - en - VP, web

Wed, 01 Oct 2025 14:46:08 +0000

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(LTTA) Weekly Market Update Fed likes it hot, ECB cold - 1909 - ES

Tue, 30 Sep 2025 14:56:34 +0000

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(LTTA) Weekly Market Update - Going as planned? - 0509 - DE

Wed, 24 Sep 2025 14:22:13 +0000

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(LTTA) Weekly Market Update Fed likes it hot, ECB cold - 1909 - en - VP, web

Tue, 23 Sep 2025 10:59:50 +0000

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(LTTA) Weekly Market Update Asian and US T-note yields - 1009 - ES

Mon, 22 Sep 2025 09:40:46 +0000

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(LTTA) Weekly Market Update: From Jackson Hole with love - 2708 - ES

Thu, 18 Sep 2025 12:48:19 +0000

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(LTTA) Weekly Market Update - Going as planned? - 0509 - ES

Wed, 17 Sep 2025 10:37:17 +0000

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(LTTA) Weekly Market Update Asian and US T-note yields - 1009 - en - VP, web

Fri, 12 Sep 2025 13:21:05 +0000

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(LTTA) Weekly Market Update - Going as planned? - 0509 - EN - VP, web

Fri, 12 Sep 2025 12:50:06 +0000

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(LTTA) Weekly Market Update: From Jackson Hole with love - 2708 - DE

Fri, 12 Sep 2025 12:22:04 +0000

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(LTTA) Weekly Market Update - Good vibes - 2008 - ES

Wed, 03 Sep 2025 11:56:52 +0000

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(LTTA) Weekly Market Update - Good vibes - 2008 - DE

Fri, 29 Aug 2025 11:11:57 +0000

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(LTTA) Weekly Market Update A relaxed summer holiday - 1308 - DE

Fri, 29 Aug 2025 10:54:07 +0000

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LTTA WMU - Good vibes EN

Thu, 28 Aug 2025 13:25:25 +0000

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(LTTA) Weekly Market Update: From Jackson Hole with love - 2708 - EN - VP, web

Thu, 28 Aug 2025 13:19:58 +0000

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(LTTA) Weekly Market Update A relaxed summer holiday - 1308 - ES

Thu, 21 Aug 2025 09:14:56 +0000

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(LTTA) Weekly Market Update I know what you did last summer - 0708 - ES

Mon, 18 Aug 2025 12:00:54 +0000

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(LTTA) Weekly Market Update A relaxed summer holiday - 1308 - en - VP, web

Mon, 18 Aug 2025 11:57:47 +0000

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(LTTA) Weekly Market Update I know what you did last summer - 0708 - DE

Thu, 14 Aug 2025 12:46:59 +0000

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(LTTA) Weekly Market Update I know what you did last summer - 0708 - en

Thu, 14 Aug 2025 11:11:01 +0000

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(LTTA) Weekly Market Update It could have been worse - 3107 - DE

Thu, 14 Aug 2025 11:08:22 +0000

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(LTTA) Weekly Market Update It could have been worse - 3107 - ES

Fri, 08 Aug 2025 13:44:07 +0000

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(LTTA) Weekly Market Update – The dog that didn’t bite - 1807 - en - VP, web

Fri, 08 Aug 2025 13:40:12 +0000

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(LTTA) Weekly Market Update It could have been worse - 3107 - en - VP, web

Tue, 05 Aug 2025 13:18:52 +0000

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(LTTA) Weekly Market Update the ebb tide for US assets turned - 2307 - DE

Fri, 01 Aug 2025 12:51:36 +0000

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(LTTA) Weekly Market Update – The dog that didn’t bite - 1807 - DE

Tue, 29 Jul 2025 13:43:11 +0000

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(LTTA) Weekly Market Update – Has the ebb tide for US assets turned? - ES

Tue, 29 Jul 2025 13:19:41 +0000

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(LTTA) Weekly Market Update – The dog that didn’t bite - 1807 - ES

Thu, 24 Jul 2025 14:52:42 +0000

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(LTTA) Weekly Market Update the ebb tide for US assets turned - 2307 - en

Thu, 24 Jul 2025 14:49:20 +0000

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(LTTA) Weekly Market Update trade policy drama markets unmoved - 0907 - ES

Tue, 22 Jul 2025 12:09:56 +0000

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(LTTA) Weekly Market Update trade policy drama markets unmoved - 0907 - DE

Tue, 22 Jul 2025 12:07:22 +0000

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(LTTA) Weekly Market Update - Treasury yield/dollar value conundrum - 0207 - DE

Tue, 22 Jul 2025 12:04:31 +0000

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(LTTA) Weekly Market Update trade policy drama markets unmoved - 0907 - en

Tue, 15 Jul 2025 07:44:13 +0000

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(LTTA) Weekly Market Update - Treasury yield/dollar value conundrum - 0207 - ES

Tue, 08 Jul 2025 09:44:34 +0000

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(LTTA) Weekly Market Update - Treasury yield/dollar value conundrum - 0207 - EN

Fri, 04 Jul 2025 10:01:22 +0000

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(LTTA) Weekly Market Update Beyond geopolitics - 2506 - DE

Wed, 02 Jul 2025 12:20:43 +0000

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(LTTA) Weekly Market Update Beyond geopolitics - 2506 - ES

Fri, 27 Jun 2025 14:22:34 +0000

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(LTTA) Weekly Market Update Beyond geopolitics - 2506 - en - VP, web

Thu, 26 Jun 2025 12:06:59 +0000

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(LTTA) Weekly Market Update Let’s talk about monetary policy - 1906 - en

Fri, 20 Jun 2025 13:13:40 +0000

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(LTTA) Weekly Market Update Tariff impact still ahead - 1206 - DE

Wed, 18 Jun 2025 07:57:21 +0000

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(LTTA) Weekly Market Update Tariff impact still ahead - 1206 - ES

Tue, 17 Jun 2025 08:49:06 +0000

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(LTTA) Weekly Market Update Tariff impact still ahead - 1206 - en

Fri, 13 Jun 2025 08:08:33 +0000

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(LTTA) Weekly Market Update Here we go again - 0406 - DE

Wed, 11 Jun 2025 08:01:38 +0000

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(LTTA) Weekly Market Update Here we go again - 0406 - ES

Mon, 09 Jun 2025 14:09:55 +0000

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(LTTA) Weekly Market Update a new ride on tariff rollercoaster? - 2805 - DE

Fri, 06 Jun 2025 14:19:46 +0000

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(LTTA) Weekly Market Update Here we go again - 0406 - en - VP, web

Fri, 06 Jun 2025 11:55:52 +0000

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(LTTA) Weekly Market Update Markets rally after tariff détente - 2105 - ES

Mon, 02 Jun 2025 14:39:35 +0000

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(LTTA) Weekly Market Update Markets rally after tariff détente - 2105 - DE - web

Mon, 02 Jun 2025 14:35:43 +0000

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(LTTA) Weekly Market Update Markets rally after tariff détente - 2105 - en

Mon, 02 Jun 2025 14:31:41 +0000

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(LTTA) Weekly Market Update a new ride on tariff rollercoaster? - 2805 - ES

Mon, 02 Jun 2025 14:11:32 +0000

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(LTTA) Weekly Market Update a new ride on tariff rollercoaster? - 2805 - en

Fri, 30 May 2025 14:05:02 +0000

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(LTTA) Weekly Market Update Asia may cut rates ahead of Fed - DE

Tue, 20 May 2025 10:03:08 +0000

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(LTTA) Weekly Market Update – How’s life outside the US? DE

Fri, 16 May 2025 14:23:27 +0000

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(LTTA) Weekly Market Update How’s life outside the US? - 0805 - ES

Tue, 13 May 2025 12:24:35 +0000

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(LTTA) Weekly Market Update – How’s life outside the US? EN

Tue, 13 May 2025 12:21:49 +0000

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(LTTA) Weekly Market Update Early signs - DE

Fri, 09 May 2025 12:22:21 +0000

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(LTTA) Weekly Market Update Early signs - ES

Fri, 09 May 2025 11:46:23 +0000

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(LTTA) Weekly Market Update – Early signs - EN

Tue, 06 May 2025 08:49:28 +0000

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(LTTA) Weekly Market Update – Do we need a ‘bigger boat’? - 2304 - DE

Tue, 29 Apr 2025 14:38:39 +0000

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(LTTA) Weekly Market Update – Do we need a ‘bigger boat’? - 2304 - en - VP, web

Mon, 28 Apr 2025 13:14:17 +0000

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(LTTA) Weekly Market Update Tariffs, inflation, growth what next - 1504 - ES

Wed, 23 Apr 2025 12:32:34 +0000

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(LTTA) Weekly Market Update Tariffs, inflation, growth what next - 1504 - DE

Fri, 18 Apr 2025 08:23:58 +0000

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(LTTA) Weekly Market Update Turmoil as US tariffs take effect - 0904 - DE

Thu, 17 Apr 2025 12:47:14 +0000

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(LTTA) Weekly Market Update Tariffs, inflation, growth what next - 1504 - en

Wed, 16 Apr 2025 13:49:29 +0000

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(LTTA) Weekly Market Update Turmoil as US tariffs take effect - 0904 - ES

Fri, 11 Apr 2025 13:16:08 +0000

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(LTTA) Weekly Market Update Turmoil as US tariffs take effect - 0904 - en

Thu, 10 Apr 2025 13:50:18 +0000

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(LLTA) Weekly Market Update Anticipation - 0204 - DE

Tue, 08 Apr 2025 11:05:08 +0000

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(LTTA) Weekly Market Update Anticipation - 0204 - ES

Tue, 08 Apr 2025 11:03:35 +0000

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(LTTA) Weekly Market Update Hope springs eternal - 2703 - DE

Fri, 04 Apr 2025 10:53:47 +0000

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(LTTA) Weekly Market Update Hope springs eternal - 2703 - ES

Thu, 03 Apr 2025 14:36:37 +0000

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(LTTA) Weekly Market Update Anticipation - 0204 - VP, web

Thu, 03 Apr 2025 14:01:14 +0000

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(LTTA) Weekly Market Update Hope springs eternal

Mon, 31 Mar 2025 06:52:47 +0000

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(LTTA) Weekly Market Update On shifting sands - 1803 - DE

Fri, 21 Mar 2025 14:16:50 +0000

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(LTTA) Weekly Market Update On shifting sands - 1803 - ES

Thu, 20 Mar 2025 13:27:23 +0000

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(LTTA) Weekly Market Update On shifting sands - 1803 - en - VP, web

Wed, 19 Mar 2025 09:04:33 +0000

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(LTTA) Weekly Market Update “A little disturbance” Really?- 1203 - DE

Tue, 18 Mar 2025 13:15:08 +0000

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(LTTA) Weekly Market Update “A little disturbance” Really?- 1203 - ES

Fri, 14 Mar 2025 12:11:52 +0000

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(LTTA) Weekly Market Update “A little disturbance” Really?- 1203 - en - VP, web

Thu, 13 Mar 2025 11:12:12 +0000

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(LTTA) Weekly Market Update Investor whiplash - 0703 - DE

Wed, 12 Mar 2025 10:50:50 +0000

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(LTTA) Weekly Market Update Investor whiplash - 0703 - ES

Tue, 11 Mar 2025 12:34:05 +0000

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(LTTA) Weekly Market Update - Investor whiplash - 0703 - EN

Mon, 10 Mar 2025 07:12:38 +0000

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(LTTA) Weekly Market Update - What are all the noises about? - 2402

Wed, 05 Mar 2025 14:41:23 +0000

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(LTTA) Weekly Market Update What are all the noises about? - 2402 - DE

Tue, 04 Mar 2025 09:01:45 +0000

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(LTTA) Weekly Market Update What are all the noises about? - 2402 - EN

Fri, 28 Feb 2025 11:25:32 +0000

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(LLTA) Weekly Market Update Moving fast and breaking things? - 1902 - en

Fri, 21 Feb 2025 09:11:54 +0000

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(LTTA) Weekly Market Update Unpredictable and changing - 1102 - DE - web

Fri, 14 Feb 2025 10:45:48 +0000

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(LTTA) Weekly Market Update Unpredictable and changing - 1102 - ES - web

Fri, 14 Feb 2025 07:47:45 +0000

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(LTTA) Weekly Market Update Unpredictable and changing - 1102 - en - VP, web

Wed, 12 Feb 2025 10:56:53 +0000

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(LTTA) Weekly Market Update Well, that was fun - 0502 - DE - web

Tue, 11 Feb 2025 15:24:43 +0000

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(LLTA) Weekly Market Update 'Diverging monetary policy' - 2801 - ES

Fri, 07 Feb 2025 10:35:35 +0000

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(LTTA) Weekly Market Update The pause that refreshes - 1812 - ES

Fri, 07 Feb 2025 09:19:44 +0000

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(LTTA) Weekly Market Update Well, that was fun - 0502 - EN - VP, web

Fri, 07 Feb 2025 09:18:36 +0000

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(LTTA) Weekly Market Update ‘Trumponomics’, rising yields stocks - 2101 - DE

Wed, 29 Jan 2025 09:37:20 +0000

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(LLTA) Weekly Market Update 'Diverging monetary policy' - 2801 - en

Wed, 29 Jan 2025 09:35:21 +0000

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(LTTA) Weekly Market Update ‘Trumponomics’, rising yields stocks - 2101 - EN

Wed, 22 Jan 2025 11:02:08 +0000

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(LTTA) Weekly Market Update Resolutions for 2025? - 1401 - DE

Tue, 21 Jan 2025 10:26:18 +0000

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(LTTA) Weekly Market Update Resolutions for 2025? - 1401 - ES

Thu, 16 Jan 2025 13:31:03 +0000

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(LTTA) Weekly Market Update Resolutions for 2025? - 1401 - EN

Wed, 15 Jan 2025 09:51:48 +0000

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(LTTA) Weekly Market Update Coal in your stocking - 0701 - DE - web

Tue, 14 Jan 2025 11:52:35 +0000

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(LTTA) Weekly Market Update Coal in your stocking - 0701 - EN

Mon, 13 Jan 2025 14:55:11 +0000

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(LTTA) Weekly Market Update Coal in your stocking - 0701 - ES - web

Fri, 10 Jan 2025 12:28:15 +0000

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(LTTA) Weekly Market Update The pause that refreshes - 1812 - DE

Fri, 27 Dec 2024 14:48:18 +0000

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(LTTA) Weekly Market Update The pause that refreshes - 1812 - EN

Fri, 20 Dec 2024 13:18:19 +0000

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Weekly Market Update The year is almost over - 1112 - ES

Tue, 17 Dec 2024 15:41:01 +0000

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(LTTA) Weekly Market Update The year is almost over - 1112 - EN

Thu, 12 Dec 2024 15:36:59 +0000

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(LTTA) Weekly Market Update Rate-cut cycle surprises from China - 0312 - ES

Wed, 11 Dec 2024 16:45:48 +0000

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(LTTA) Weekly Market Update Rate-cut cycle surprises from China - 0312 - EN

Wed, 04 Dec 2024 14:39:50 +0000

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(LTTA) Weekly Market Update US exceptionalism, eurozone angst - 2711 - ES

Mon, 02 Dec 2024 09:52:50 +0000

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(LTTA) Weekly Market Update US exceptionalism, eurozone angst - 2711 - EN

Mon, 02 Dec 2024 09:50:26 +0000

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(LTTA) Weekly Market Update Shockwaves - 2011 - ES

Mon, 25 Nov 2024 10:24:28 +0000

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(LTTA) Weekly Market Update Shockwaves - 2011 - EN

Thu, 21 Nov 2024 13:28:58 +0000

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(LTTA) Weekly Market Update After the US election, what’s next? - 1211 - ES

Thu, 14 Nov 2024 15:53:12 +0000

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(LTTA) Weekly Market Update After the US election, what’s next? - 1211 - EN

Wed, 13 Nov 2024 12:17:57 +0000

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(LTTA) Weekly Market Update Monetary easing higher long yields - 0511 - ES

Thu, 07 Nov 2024 15:15:08 +0000

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(LTTA) Weekly Market Update Monetary easing higher long yields - 0511 - EN

Thu, 07 Nov 2024 11:46:23 +0000

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(LTTA) Weekly Market Update US bond yields high road - 2910 - ES

Fri, 01 Nov 2024 10:30:53 +0000

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(LTTA) Weekly Market Update US bond yields high road - 2910 - EN

Wed, 30 Oct 2024 09:17:01 +0000

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Investissements systématiques : Citius, Altius, Fortius

Tue, 29 Oct 2024 11:57:53 +0000

Identifier les moteurs de performance des actions, les « facteurs » tenant compte des biais sur les marchés, pour mettre en place une approche systématique et disciplinée. Carmine De Franco, Head of Quantitative Equity Portfolio Management, et Nathalie Benatia, Senior Market Strategist au sein de l’Investment Insight Centre, passent en revue les avantages de la gestion systématique comme source de performance.

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(LTTA) Weekly Market Update Cautious Fed; doves at the ECB - 2210 - ES

Fri, 25 Oct 2024 14:02:15 +0000

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(LTTA) Weekly Market Update Cautious Fed; doves at the ECB - 2210 - EN

Wed, 23 Oct 2024 08:21:25 +0000

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(LTTA) Weekly Market Update US exceptionalism - 1510 - ES

Thu, 17 Oct 2024 10:29:51 +0000

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(LTTA) Weekly Market Update US exceptionalism - 1510 - en

Tue, 15 Oct 2024 14:41:33 +0000

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(LTTA) Weekly Market Update - Too much information - 0701 - ES

Wed, 09 Oct 2024 08:20:11 +0000

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(LTTA) Weekly Market Update - Too much information - 0701 - EN

Tue, 08 Oct 2024 13:54:19 +0000

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(LTTA) Weekly Market Update China deflation global rate-cut cycle - 3009 - ES

Wed, 02 Oct 2024 08:37:00 +0000

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(LTTA) Weekly Market Update China deflation global rate-cut cycle - 3009 - EN

Tue, 01 Oct 2024 14:53:00 +0000

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New episode of 09/27 12:39 PM

Fri, 27 Sep 2024 11:45:00 +0000

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New episode of 09/26 9:37 AM

Thu, 26 Sep 2024 08:41:00 +0000

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(LTTA) Weekly Market Update - The CB that knew too much - 2309 - EN

Thu, 26 Sep 2024 08:22:00 +0000

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(LTTA) Weekly Market Update - How fast do you go? - 1709 - EN

Wed, 18 Sep 2024 08:45:12 +0000

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(LTTA) Weekly Market Update A moment of confusion - 0909 - ES

Wed, 11 Sep 2024 13:01:30 +0000

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(LTTA) Weekly Market Update A moment of confusion - 0909 - EN

Tue, 10 Sep 2024 15:17:27 +0000

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(LTTA) Weekly Market Update The rate-cut cycle begins - 0209 - ES

Wed, 04 Sep 2024 09:24:18 +0000

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(LTTA) Weekly Market Update Just back from holiday - 2008 - ES

Tue, 03 Sep 2024 08:54:58 +0000

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LTTA Weekly Market Update – The rate cut cycle begins, what will follow? EN

Tue, 03 Sep 2024 08:34:48 +0000

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LTTA Weekly Market Update – Summer delirium - ES

Wed, 28 Aug 2024 13:01:19 +0000

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LTTA - Weekly Market Update – Summer delirium EN

Wed, 28 Aug 2024 12:39:04 +0000

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(LTTA) Weekly Market Update Just back from holiday EN

Wed, 21 Aug 2024 08:58:08 +0000

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(LTTA) Weekly Market Update After ‘Black Monday’, what next? - ES

Thu, 15 Aug 2024 07:59:02 +0000

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(LTTA) Weekly Market Update After ‘Black Monday’, what next? - EN

Tue, 13 Aug 2024 08:09:19 +0000

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(LTTA) weekly market update rotation route - EN

Thu, 08 Aug 2024 15:35:20 +0000

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(LTTA) Weekly market update rotation route - 0608 - ES

Thu, 08 Aug 2024 15:20:20 +0000

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Capital naturel : les multiples atouts de la gestion durable des forêts

Wed, 07 Aug 2024 12:38:34 +0000

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(LTTA) Weekly Market Update A tech sell-off? - ES

Mon, 05 Aug 2024 09:09:40 +0000

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(LTTA) Weekly Market Update A tech sell-off? - EN

Wed, 31 Jul 2024 15:20:18 +0000

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(LTTA) Weekly Market Update – Rotation in US stocks - ES

Fri, 26 Jul 2024 08:08:27 +0000

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LTTA Weekly Market Update – Rotation in US stocks - EN

Wed, 24 Jul 2024 11:12:19 +0000

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LTTA Weekly Market Update – Inflation tailwind - ES

Tue, 23 Jul 2024 08:48:39 +0000

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(LTTA) Weekly Market Update Inflation tailwind - EN

Wed, 17 Jul 2024 10:27:23 +0000

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(LTTA) Weekly Market Update Surprises! -- ES

Thu, 11 Jul 2024 09:00:26 +0000

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(LTTA) Weekly Market Update Surprises! - EN

Wed, 10 Jul 2024 12:50:34 +0000

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(LTTA) Weekly Market Update Election time - ES

Tue, 09 Jul 2024 09:07:45 +0000

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Weekly Market Update – Election time - EN

Thu, 04 Jul 2024 09:40:08 +0000

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(LTTA) Weekly Market Update – Restricted visibility ahead of French elections - ES

Mon, 01 Jul 2024 13:58:18 +0000

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(LLTA) Weekly Market Update visibility French elections - EN

Thu, 27 Jun 2024 15:37:16 +0000

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(LTTA) Weekly Market Update What a week! - ES

Mon, 24 Jun 2024 09:24:19 +0000

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(LTTA) Weekly Market Update What a week! - EN

Wed, 19 Jun 2024 10:42:58 +0000

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(LTTA) Weekly Market Update – US tariffs, inflation, growth and market outlook - ES

Thu, 13 Jun 2024 09:07:01 +0000

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(LTTA) Weekly Market Update – US tariffs, inflation, growth and market outlook - EN

Wed, 12 Jun 2024 08:54:23 +0000

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(LTTA) Weekly Market Update Too much of everything - ES

Wed, 05 Jun 2024 08:12:04 +0000

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(LTTA) Weekly Market Update Too much of everything - EN

Tue, 04 Jun 2024 10:14:18 +0000

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(LTTA) Weekly Market Update Once more, with feeling - ES

Thu, 30 May 2024 08:49:06 +0000

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(LTTA) Weekly Market Update Once more, with feeling - EN

Thu, 30 May 2024 08:02:50 +0000

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(LTTA) Weekly Market Update US inflation falls like a feather - ES

Wed, 29 May 2024 08:14:16 +0000

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(LTTA) Weekly Market Update US inflation falls like a feather - EN

Thu, 23 May 2024 09:46:49 +0000

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(LTTA) Weekly Market Update Global policy crosscurrents - ES

Thu, 16 May 2024 09:58:16 +0000

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(LTTA) Weekly Market Update Global policy crosscurrents

Tue, 14 May 2024 13:38:14 +0000

The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is on how long it should maintain the current target range for the fed funds rate, and the next move is still likely to be a cut. In Asia, Chinese policymakers have signalled more policy easing to prop up the ailing property market. The market still expects the Bank of Japan (BoJ) to raise interest rates, but uncertainty about Japan’s growth and inflation outlook and the yen’s weakness have constrained expectations of how far the BoJ could go.

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(LTTA) Weekly Market Update A good slowdown - ES

Thu, 09 May 2024 13:07:21 +0000

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(LTTA) Weekly Market Update A good slowdown - EN

Wed, 08 May 2024 12:56:52 +0000

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(LTTA) Weekly Market Update One step back - ES

Thu, 02 May 2024 15:12:05 +0000

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(LTTA) Weekly Market Update One step back - FR

Tue, 30 Apr 2024 10:25:25 +0000

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(LTTA) Weekly Market Update Inflation eurozone - FR

Tue, 30 Apr 2024 10:01:05 +0000

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(LTTA) Weekly Market Update manufacturing recovery rate cuts - ES

Tue, 30 Apr 2024 09:58:48 +0000

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(LTTA) Weekly Market Update One step back - EN

Tue, 30 Apr 2024 08:38:44 +0000

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(LTTA) Weekly Market Update manufacturing recovery rate cuts

Tue, 23 Apr 2024 13:10:16 +0000

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Portfolio insights: how key trends in water are implemented in the Aqua portfolio

Mon, 22 Apr 2024 13:42:00 +0000

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Weekly Market Update Inflation eurozone - FR

Mon, 22 Apr 2024 12:42:04 +0000

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(LTTA) AAM More: equity, gold; less: bonds ES

Fri, 19 Apr 2024 10:52:30 +0000

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(LTTA) AAM More: equity, gold; less: bonds EN

Fri, 19 Apr 2024 08:35:44 +0000

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(LTTA) Weekly Market Update Third time not lucky - ES

Thu, 18 Apr 2024 07:56:06 +0000

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(LTTA) Weekly Market Update Third time not lucky

Wed, 17 Apr 2024 10:03:13 +0000

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Portfolio insights: how key trends in water are implemented in the BNP Paribas Funds Aqua

Wed, 17 Apr 2024 08:24:49 +0000

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(LTTA) Weekly Market Update Inflation eurozone ES

Fri, 12 Apr 2024 12:38:22 +0000

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(LTTA) Weekly Market Update Inflation eurozone EN

Thu, 11 Apr 2024 12:52:28 +0000

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(LTTA) Weekly Market Update There’s still no rush for the Fed - ES

Thu, 11 Apr 2024 09:53:55 +0000

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(LTTA) Weekly Market Update – There’s still no rush for the Fed - EN

Thu, 04 Apr 2024 07:38:40 +0000

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Semanal de mercados: ¿Listos para próximos recortes de tipos?

Wed, 03 Apr 2024 09:10:29 +0000

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(LTTA) Weekly Market Update – Doves! Ready for take-off?

Thu, 28 Mar 2024 08:53:43 +0000

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Test for Shanice

Wed, 27 Mar 2024 09:48:04 +0000

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(LTTA) Semanal de mercados: El dilema de la Reserva Federal y su impacto en todo el mundo

Tue, 26 Mar 2024 11:51:49 +0000

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Portfolio insights: how key trends in water are implemented in the BNP Paribas Aqua fund

Mon, 25 Mar 2024 16:11:41 +0000

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(LTTA) Semanal de mercados: ¿preparados para la primavera?

Tue, 19 Mar 2024 22:05:32 +0000

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(LTTA) Weekly Market Update: The Fed's dilemma - and its global impact

Tue, 19 Mar 2024 22:00:17 +0000

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(LTTA) Weekly Market Update - The road to a ‘soft landing’ looks bumpy

Wed, 13 Mar 2024 08:09:25 +0000

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(LTTA) Weekly Market Update Are you ready for Spring?

Thu, 07 Mar 2024 14:47:19 +0000

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(LTTA) Weekly Market Update – A very gradual recovery in the eurozone economy

Fri, 01 Mar 2024 10:49:14 +0000

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(LTTA) Weekly Market Update – Waiting for the ‘pivot’ (or is it Godot?)

Fri, 23 Feb 2024 11:04:14 +0000

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(LTTA) Weekly Market Update Strong data vs. property problems

Thu, 15 Feb 2024 16:20:05 +0000

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(LTTA) Weekly Market Update No more fairy tales

Fri, 09 Feb 2024 14:25:43 +0000

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(LTTA) Weekly market update Fed will take its time

Tue, 06 Feb 2024 15:25:15 +0000

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Podcast for Italy

Wed, 31 Jan 2024 09:33:58 +0000

Podcast for Italy

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(LTTA) Weekly market update as good as it gets

Mon, 29 Jan 2024 11:06:08 +0000

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(LTTA) Weekly Market Update: New Year resolution

Fri, 19 Jan 2024 15:40:10 +0000

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(LTTA) Weekly Market Update - New Year’s hangover

Wed, 17 Jan 2024 09:20:33 +0000

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Talking Heads – L'importanza di investire nelle foreste

Tue, 21 Nov 2023 16:34:48 +0000

Per gli investitori alla ricerca di investimenti alternativi e di nuove fonti di reddito, investire in legname e terreni boschivi gestiti può essere un’interessante fonte di rendimenti stabili. Oltre a queste considerazioni finanziarie, c’è l’attrattiva di un’asset class con una natura rispettosa del clima, un focus su una risorsa rinnovabile e la capacità di soddisfare i requisiti di sostenibilità di un portafoglio.

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Talking Heads – Tech features in Asian environmental markets

Fri, 17 Nov 2023 10:21:18 +0000

Solutions in areas spanning water, clean and efficient transport, the circular economy, sustainable food, and ‘smart environment’ are presenting attractive investment opportunities in Asian markets addressing the environmental challenges from climate change.

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The uncapped impact series with GreenLight Biosciences

Mon, 11 Jul 2022 11:26:36 +0000

Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against disease and to safeguard human health, all depend in part on chemical solutions. Today is no different. Yet resistance to chemicals is rising rapidly, exacerbated by climate change and ecosystem degradation. In the second of this series, Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, talk to Andrey Zarur, CEO and co-founder of GreenLight Biosciences, about how his company is using RNA technology to create a new generation of chemical free pest control methods. They consider the benefits of such innovations including enhanced food and biodiversity security, as well as the growing role investors can play in this area. The uncapped impact series brings you up close and personal with our Environmental Strategies Group and businesses that, regardless of their size, are making a big impact.

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Investment Symposium Series – “Health for people equals health for the planet”

Wed, 16 Feb 2022 21:31:09 +0000

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.

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Investment Symposium Series – Christine Loh on China’s approach to climate change and biodiversity

Fri, 28 Jan 2022 16:24:05 +0000

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?

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Investment Symposium Series – Olivier Blanchard on US inflation

Tue, 04 Jan 2022 12:43:59 +0000

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.

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The uncapped impact series with Sunnova

Tue, 07 Dec 2021 16:19:50 +0000

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.

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Perspectives d'investissement 2022

Thu, 02 Dec 2021 23:33:25 +0000

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.

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Investment Outlook 2022

Thu, 02 Dec 2021 16:21:32 +0000

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.

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Financing economic growth with private debt

Tue, 30 Nov 2021 16:28:31 +0000

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

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China outlook: some unconventional thoughts

Tue, 30 Nov 2021 16:26:43 +0000

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.

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Distancing sparks even brighter future for disruptive tech

Tue, 30 Nov 2021 16:24:11 +0000

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.

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Environmental thematic investing set for strong growth in 2022

Tue, 30 Nov 2021 16:21:23 +0000

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.

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Does meeting the sustainable development goals require new macroeconomics?

Tue, 30 Nov 2021 16:18:03 +0000

In 2015, world leaders developed 17 Sustainable Development Goals as part of the 2030 Agenda for Sustainable Development. The SDGs set forth a blueprint for fostering a healthy planet and equitable society – both critical for a healthy economy.

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Macroeconomics and markets – Shooting the rapids

Tue, 30 Nov 2021 15:17:09 +0000

Restarting a stalled global economy has proved an awkward exercise. The global economy is struggling to squeeze robust demand through a narrow supply channel. The restoration of supply chains, reallocation of labour, and rebalancing of supply and demand: These will be the critical factors that determine both economic growth in 2022 and the strength and persistence of inflation.

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