Hi [[ session.user.profile.firstName ]]

BNP Paribas Asset Management - Institutional

  • Date
  • Rating
  • Views
  • 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.
  • AI: What it is and why it matters to emerging markets and China_HK
    AI: What it is and why it matters to emerging markets and China_HK
    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.
  • Hedge in May and Go Away?
    Hedge in May and Go Away?
    Adnan Akant, Head of Currencies, and Momtchil Pojarliev, Deputy Head of Currencies Recorded: May 23 2018 29 mins
    Currencies represent a significant source of risk for institutional investors. As investors evaluate choices to address foreign currency exposure, they struggle with the question of whether to hedge and whether currency managers can generally add value through active decisions.ersent a significant

    Join us for this live 30 minute webcast where our speakers Adnan Akant, Head of Currencies, and Momtchil Pojarliev, Deputy Head of Currencies, will discuss:

    Speakers will cover the following topics:
    •Currency as an asset class
    •Active hedging as a good trade in May
    •Smart beta and active manager performance
    •Update on the outlook for currencies
  • Alternative Debt – Real Assets are here to stay
    Alternative Debt – Real Assets are here to stay
    Pauline Fiastre, Senior PM, Infrastructure Debt & Philippe Deloffre, Head of Real Estate Debt at BNP Paribas Asset Management Recorded: May 17 2018 76 mins
    Real Asset financing is becoming increasingly popular. This is not surprising given the diversification benefits they bring and the sustainable, inflation-beating investment returns they can deliver.

    Tune in to this webcast to hear Pauline Fiastre, Senior Portfolio Manager, Infrastructure Debt and Philippe Deloffre, Head of Real Estate Debt at BNP Paribas Asset Management, talk about why Real Assets are an important component of an investment portfolio.

    IPE’s Brendan Maton, will be quizzing Pauline and Philippe on:

    - Size and scope of the real asset debt market
    - Current market environment across Europe
    - Why these illiquid alternatives can offer stable and predictable cash-flow
    - The risk profile of these asset classes
    - How ESG can be a defining factor in selecting quality assets
  • A road map for navigating protectionism - The elevator and the staircase
    A road map for navigating protectionism - The elevator and the staircase
    Guillermo Felices, Head of Research and Strategy, Daniel Morris, Senior Strategist, Chi Lo, Senior Economist Recorded: Apr 25 2018 46 mins
    We assess the risks of a full-blown global trade war and its implication for the global economy and markets. While we consider this to be a low probability event, we present a road map for navigating it.

    In this 45 minute webcast, Daniel Morris, Senior Strategist (Macro team), Guillermo Felices, Head of Research and Strategy (Multi-Asset team) and Chi Lo, Senior Economist – Greater China (Macro team), will present these distinct risk scenarios and discuss what investors can do to prepare for them.

    Join us for this live webcast where our speakers will cover:

    • Protectionism as a reversal of globalisation
    • Two scenarios for an escalation of protectionism to trade wars
    • How would an escalation to trade wars pan out?
    • Economic and market implications
    • Multi-asset strategy implications
  • EM fixed income: what does volatility mean for EM?
    EM fixed income: what does volatility mean for EM?
    L. Bryan Carter and JC Sambor, Head and Deputy Head of EM debt Recorded: Apr 24 2018 6 mins
  • EM fixed income: how we approach local currency investing
    EM fixed income: how we approach local currency investing
    L. Bryan Carter and JC Sambor, Head and Deputy Head of EM debt Recorded: Apr 24 2018 7 mins

Embed in website or blog