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BNP Paribas Asset Management - Institutional

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  • A Focus on US-China - their relations and economies
    A Focus on US-China - their relations and economies
    Chi Lo and Steve Friedman Recorded: Feb 28 2019 39 mins
    The economic relationship between China and the US will be central to the global economy for years to come. So what do we expect to see?

    During this 45-minute webcast presentation our Senior Economists from both the US and China discuss the current relationship, their economic outlooks for both countries, and the following topics:

    • The differences between China’s policy in this easing cycle from past cycles and assessment on the new policy’s effectiveness on upholding growth
    • When we should expect to see the impact of China’s easing measures on growth and the markets
    • Why China wants a trade deal and how the US feels about this
    • What a framework change would mean to the FOMC who continues to struggle to reach its inflation objective
    • The likely culprits and risks to a potential looming recession in the US
  • EM Fixed Income - The impact of rates on the asset class
    EM Fixed Income - The impact of rates on the asset class
    Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income Recorded: Jan 8 2019 3 mins
    Featuring Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income at BNP Paribas Asset Management
  • What is happening in emerging markets? - Montreal seminar, November 2018
    What is happening in emerging markets? - Montreal seminar, November 2018
    Jean-Charles Sambor, BNP Paribas Asset Management and Ioana Circo, University of Montreal Recorded: Jan 8 2019 58 mins
    Featuring Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income at BNP Paribas Asset Management and Ioana Circo, Advisor, Investments at the University of Montreal
  • EM Fixed Income - Historical allocation to the asset class
    EM Fixed Income - Historical allocation to the asset class
    Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income Recorded: Jan 8 2019 5 mins
    Featuring Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income at BNP Paribas Asset Management
  • EM Fixed Income - Correlations in the asset class
    EM Fixed Income - Correlations in the asset class
    Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income Recorded: Jan 8 2019 4 mins
    Featuring Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income at BNP Paribas Asset Management
  • EM Fixed Income - How to generate alpha?
    EM Fixed Income - How to generate alpha?
    Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income Recorded: Jan 8 2019 2 mins
    Featuring Jean-Charles Sambor, Deputy Head of Emerging Markets Fixed Income at BNP Paribas Asset Management
  • China’s Consumption Upgrading: Meet the Multi-Faceted Chinese Consumer
    China’s Consumption Upgrading: Meet the Multi-Faceted Chinese Consumer
    Maxwell Yang and Jessica Tea Recorded: Nov 12 2018 33 mins
    China has rapidly gone through a wave of consumption upgrade over the past few years. Amid the rising uncertainties in China’s economic growth, many wonder if Chinese consumers still have more room / budget to upgrade.
    We seem to be seeing consumption downgrade happening at the same time. Auto and luxury sales seem to be softening. Changing tastes of young consumers are unpredictable, while the declining birth rate and aging population are certainly blurring the picture further.

    During this webcast, our speaker Maxwell Yang (Senior Investment Analyst, Greater China Equities) and moderator Jessica Tea (Investment Specialist, Greater China Equities) will unveil the truth about the multi-faceted Chinese consumers and how to stay ahead of the fast-changing headlines to continue with exploring consistent and sustainable investment opportunities.
  • U.S. Small Caps: how did we get here and where do we go now?
    U.S. Small Caps: how did we get here and where do we go now?
    Geoff Dailey, CFA and Christian Fay Recorded: Oct 23 2018 26 mins
    We are pleased to invite you to a live 30-minute webcast featuring an overview on the current state of the U.S. Small Cap market.

    Geoff Dailey, CFA, Co-Lead of U.S. Small Cap Equities, will discuss how 2018 has been a year where we’ve had strong performance, strong fundamentals - earnings and economic - and a strong sentiment for small caps. He will also discuss how we got to this point and where he sees the market going next.

    Chris Fay, Portfolio Manager, U.S. Equities, will then share his bottom-up view on the Health Care sector. As the best performing sector of the small cap market so far in 2018 (+38% through September 30), he will provide a review, discuss our positioning and explain where we are still finding opportunities.
  • China equities: looking beyond US-China trade tensions
    China equities: looking beyond US-China trade tensions
    Jessica TEA, Investment Specialist (Greater China Equities) Recorded: Oct 4 2018 31 mins
    Chinese equity markets have been under pressure since the start of the year, as the trade tensions with the U.S. intensified.
    How does the implementation of import tariffs on Chinese goods and services impact the Chinese economy? How is China responding to mitigate potential implications on growth? And are trade tensions the only reason behind the market correction?
  • AI: What it is and why it matters to emerging markets and China
    AI: What it is and why it matters to emerging markets and China
    David Choa, PM - Greater China Equities & Michelle Fan, CFA, Analyst - Global Emerging Markets Recorded: Jul 12 2018 34 mins
    We are pleased to invite you to our upcoming 30-minute webcast on artificial intelligence. This presentation is a collaboration between our global emerging market equities and Chinese equities teams and will discuss what AI is, its history, and how it’s transforming economies.

    During the presentation, our speakers will also discuss:
    • Implications of AI on emerging countries and China;
    • How AI affects all industries;
    • Specific risks to be aware of such as policy and security; and
    • The future development of AI.

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