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
Portfolio perspectives
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Podcast
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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
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Podcast
Talking Heads – Household loans,...
The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes…
10/01/24
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Podcast
Talking Heads – There is...
There is value left in eurozone investment-grade corporate bonds even after a solid 2023. Scope for looser monetary policy from…
18/12/23