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Article

Portfolio perspectives

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…

By Jon Stephenson

24/09/24
Podcast

Portfolio perspectives

Talking Heads - Our 2024...

How and why are investors using thematic investment strategies? To answer this question we have just published our third research…

By Mark BUCKLEY & other authors

23/09/24
Video

Portfolio perspectives

Adjusting your investment approach to...

In our recent paper called ‘A practical handbook for adjusting your investment approach to net zero‘, we emphasise the role…

By BNP Paribas Asset Management

17/09/24
Article

Portfolio perspectives

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…

By Daniel Morris

12/09/24
White paper

Portfolio perspectives

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…

By Raul Leote De Carvalho

11/09/24
Podcast

Portfolio perspectives

Talking Heads - Emerging market...

Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of…

By Alaa Bushehri & other authors

10/09/24