Thematic equity investments for a post-pandemic world
It is already clear that the COVID-19 pandemic will trigger lasting changes in our collective patterns of working, consumption, and…
04/07/20
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Insights 1758
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Article
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Article
Weekly investment update 1 July 2020
The COVID-19 pandemic has hit tragic milestones: 10 million cases and more than half a million fatalities. However, with a…
01/07/20
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Article
Emerging market equities Opportunities among the challenges
The COVID-19 pandemic has struck economies and societies hard and those in emerging countries more so than elsewhere. As a…
30/06/20
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Podcast
Market Weekly - The case for global emerging market equities (podcast)
Over the past decade global emerging market equities have underperformed their developed market counterparts. What does the COVID-19 crisis mean…
29/06/20
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Article
Weekly Investment Update - 24 June 2020
The number of countries lifting their COVID-19 lockdowns is increasing, and sentiment indicators are picking up. Levels of mobility are…
25/06/20
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Market weekly - What to expect after the Great Pandemic of 2020 (podcast)
The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for…
23/06/20
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Article
Investing What to expect after the great pandemic of 2020
In the wake of one of the greatest shocks to global markets in history, BNP Paribas Asset Management presents its…
19/06/20
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Article
Weekly investment update 17 June 2020
Emerging market hot spots struggle with virus / worrying trends in US / China fights an outbreak / Fed signals…
18/06/20
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Article
Factor investing in equities: Lessons from the COVID-19 crisis
For many reasons, 2020 is already an exceptional year. Above all, the COVID-19 virus has shown how vulnerable the world…
15/06/20
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Podcast
Market weekly Lessons in factor investing from the covid-19 crisis (podcast)
Our multi-factor equity strategy seeks to tilt portfolios towards value, quality, low volatility and momentum stocks. During the recent rally…
15/06/20