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Weekly market update – Diverging outlooks
WEEKLY
MARKET UPDATE 04.08.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Diverging outlooks

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

DANIEL MORRIS
| 04.08.2022
Asset allocation update – Adjusting our risk-taking views
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Adjusting our risk-taking views

In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well...

MAYA BHANDARI
| 14.07.2022
Talking heads – Solutions to improve food security
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Solutions to improve food security

Food security has shot to the top of the agenda for governments and economists, but also investors. The war in...

AGNE RACKAUSKAITE
+1 other(s)
| 13.06.2022
Disruptive technology – Risks and opportunities after recent volatility
FRONT OF MIND | White paper - 6 Min

Disruptive technology – Risks and opportunities after recent volatility

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Disruptive technology – Maintaining course in volatile markets
FRONT OF MIND | Blog - 4 Min

Disruptive technology – Maintaining course in volatile markets

The high-tech sector has seen a dramatic correction and high market volatility in recent months. We believe it is now...

PAMELA HEGARTY
| 03.06.2022
Talking heads – Shortlisting listed real estate
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Shortlisting listed real estate

In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes...

CLAIRE MéHU
+1 other(s)
| 30.05.2022
Do not tar US small caps with the broad market brush
FRONT OF MIND | Blog - 3 Min

Do not tar US small caps with the broad market brush

While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may...

GEOFF DAILEY
| 11.05.2022
Talking heads – US small caps – Fortune favours the bold
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – US small caps – Fortune favours the bold

US small-cap stocks are trading near 10-year lows on various metrics, which disregards their  typical resilience in periods of rising...

GEOFF DAILEY
+1 other(s)
| 02.05.2022
A low volatility equity strategy that can resist rising rates and inflation
PORTFOLIO PERSPECTIVES | Blog - 3 Min

A low volatility equity strategy that can resist rising rates and inflation

BNP Paribas Asset Management’s proprietary low volatility equity strategy is designed to be insensitive to changes in interest rates and...

RAUL LEOTE DE CARVALHO
| 12.04.2022
Equity outlook – Adjusting and coping
QUARTERLY
EQUITIES OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Equity outlook – Adjusting and coping

Equity markets face a challenge in the form of significantly tighter monetary policy but the asset class should still outperform...

DANIEL MORRIS
| 06.04.2022
Equity outlook – Shifting into neutral
QUARTERLY
EQUITIES OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Equity outlook – Shifting into neutral

With little sign of inflationary pressures abating, the anticipated trajectory of central bank policy rates is steepening. Although this will...

DANIEL MORRIS
| 06.04.2022
Talking heads – Three questions on geopolitical upheaval and equity investing
PORTFOLIO PERSPECTIVES | Audio - 3 Min

Talking heads – Three questions on geopolitical upheaval and equity investing

Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion...

GUY DAVIES
+1 other(s)
| 09.03.2022