China’s economic paradox, investors’ puzzle
Beijing’s ‘hesitant’ policy easing since the Covid pandemic has puzzled many investors. It has even prompted some to doubt if…
20/09/24
Thematic investing
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Article
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Article
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…
12/09/24
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White paper
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…
11/09/24
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Article
Small caps – Attractive valuations...
There are valuation arguments in favour of European, Japanese and US small capitalisation stocks. For different reasons, favourable trends are…
06/09/24
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White paper
Investing in megatrends with thematic...
New research from BNP Paribas Asset Management’s Quantitative Research Group delves into thematic investing strategies. These investments target the long-term megatrends…
29/08/24
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Article
What would be the impact...
Irrespective of who wins the presidential election, it looks certain that the next US government will maintain a protectionist stance…
21/08/24