Monthly Market Viewpoint – Two...
There are two sides to the Trump-victory coin: higher US growth and inflation should be positive for equities, but it…
10/01/25
Portfolio perspectives
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Article
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Podcast
Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
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Podcast
Talking Heads – Understanding Active...
What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What’s behind the new…
17/12/24
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Article
Will the price of silver...
Gold has shone on the financial markets in 2024. Is investing in gold still relevant after such a rally? Is…
16/12/24
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Article
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
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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