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Article

Portfolio perspectives

Hydrogen – Tomorrow’s energy today

Green hydrogen is one of the fastest-growing clean energy technologies and looks set to grow exponentially in the coming decades.…

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Article

Portfolio perspectives

The illiquidity premium in private...

Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term.…

By Raul Leote De Carvalho

04/08/23
Article

Portfolio perspectives

ETF investing – Contributing to...

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By BNP Paribas Asset Management

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Podcast

Portfolio perspectives

Talking Heads – Peak rates...

While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…

By Ken O'DONNELL & other authors

31/07/23
Article

Portfolio perspectives

Private asset allocations in open-ended...

Allocating to private assets in open-ended funds can offer investors benefits such as diversification, but there are drawbacks, too, like…

By Raul Leote De Carvalho

28/07/23
Article

Portfolio perspectives

Mid-Year Update – Getting the...

Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist…

By Daniel Morris

26/07/23