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Podcast

Portfolio perspectives

Talking Heads – The sun...

The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with…

By Shunsuke Sean Park & other authors

30/10/23
Podcast

Portfolio perspectives

Talking Heads – Standing tall:...

With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has…

By Vincent Nichols & other authors

23/10/23
White paper

Portfolio perspectives

Fixed Income Outlook – Slowdown...

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…

18/10/23
Video

Portfolio perspectives

Asset Allocation Video – “Easily...

Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes…

By BNP Paribas Asset Management & other authors

17/10/23
Podcast

Portfolio perspectives

Talking Heads – Seeing the...

For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an…

By Otto Reventlow & other authors

16/10/23
White paper

Portfolio perspectives

Asset Allocation Monthly – All...

The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a…

By Mark Richards & other authors

12/10/23