The case for US growth...
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
Portfolio perspectives
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Article
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Article
ESG goals, risk and returns...
A new paper from BNP Paribas Asset Management, “Impact of ESG Objectives on a Portfolio”, recently published in The Journal…
12/12/24
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Article
Monthly Market Viewpoint – The...
The US elections are done and dusted, boosting US equities (at least for now), but Treasury bond yields less so.…
10/12/24
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Video
Why should investors be interested...
In this video, James McAlevey, Head of Global Aggregate & Absolute Return Fixed Income, makes the case for investing in…
05/12/24
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Article
The constructive outlook for sustainable...
Renewed economic growth and lower interest rates should support corporate bonds generally. Sustainable corporate bonds in particular may benefit from…
03/12/24
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Article
Including ESG in a fund...
A recent study by an international team of academics examines whether renaming investment funds to include the term ‘ESG’ is…
29/11/24