Is thematic investing the key to long-term performance?
Two themes transcended geographies and business sectors to top investor preference
BNP Paribas
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Should worsening East-West trade tensions worry investors?
G7 meeting showed relationship with China will remain ‘a source of uncertainty’
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Four long-term Chinese investment opportunities
But, though growth prospects are encouraging, the country is not immune to the ever-present threat of inflation
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Inflation jitters to remain for some time
But the important question is whether the rise will feed on itself once the economy reaches a new relatively stable equilibrium
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Commodities gain ground as ESG advances
Metals will play a key role in building green infrastructure
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BNP Paribas AM chief executive to step down after six years
His successor has been named
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Are value stocks and small caps already out of fashion?
Details of the Biden administration’s broadly defined ‘infrastructure’ packages will be crucial
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Longer-term outlook for value is attractive, says Robeco
‘In our opinion, the diversification benefit of allocating to value is reason enough to consider it in your portfolio’
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BNP Paribas AM to launch sub-advisory platform
At launch, it will offer 10 funds investing in European, eurozone, US and emerging market equities, together with European fixed income
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Italy joins Green Government Bond market
Italy has launched its €8.5bn inaugural green bond – 2021’s first major green sovereign issue.
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BNP Paribas AM adds deputy CEO role to roster
And names 30-year asset management veteran to the position
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Water investment opportunities abound in DM as well as EM
Drive for improvements will stem from necessity more than choice