The case for US small-cap...
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade…
24/01/24
Portfolio perspectives
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Article
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Article
Fixed Income Quarterly – Crosscurrents...
For 2024, we foresee several crosscurrents that could influence the outlook for US growth and inflation. Before we discuss those,…
23/01/24
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Podcast
Talking Heads – The newly...
The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following…
22/01/24
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Article
Infrastructure debt: financing a sustainable...
Private capital has a vital role to play in achieving net zero goals. In this paper we look at infrastructure…
19/01/24
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White paper
Investing in a critical global...
In this paper, Impax Asset Management, a delegated manager of BNP Paribas Asset Management, discusses the fundamental drivers of the global…
17/01/24
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Article
Healthcare investing - 2024 outlook...
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin…
16/01/24