Talking Heads – European small...
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
Portfolio perspectives
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Podcast
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Podcast
Talking Heads - Opportunities in...
Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on emerging…
25/09/24
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Article
US healthcare sector: Outlook brighter,...
After an extremely challenging 2023 for healthcare equities, the sector has performed better so far this year. However, it still…
24/09/24
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Podcast
Talking Heads - Our 2024...
How and why are investors using thematic investment strategies? To answer this question we have just published our third research…
23/09/24
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Article
The technology sector – An...
Volatility may be part and parcel of equity markets, but this summer’s swings stand out. The causes cited for the…
12/09/24
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White paper
Investing in megatrends with thematic...
New research from BNP Paribas Asset Management’s Quant Research Group delves into thematic investing strategies. These approaches invest in the…
11/09/24