Update on Central Bank Policy and Short-term Rates
As the US Federal Reserve looks to policy
normalization, “lift-off” will incorporate many
new tools as well as a changing regulatory
environment for money market funds and
issuers of short-term debt. The task of
managing short-term cash has become more
challenged. In our March 17 webcast we
bring together experts in short-term markets
and US central bank policy to discuss the
potential impact on short-term markets and
RecordedMar 17 201530 mins
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Daniel Morris, Senior Investment Strategist (BNP Paribas Investment Partners)
Is this this beginning of the end of QE? Will interest rates finally end their continuous downward march? What happens to equity markets if they do? Listen to our 2017 Investment Outlook, “Beyond the Shadow of QE”, to find out how to take advantage of the changing landscape with Daniel Morris, Senior Investment Strategist.
Pam Woo, CIO - US Equities; Steve Friedman - Senior Investment Strategist; and Daniel Morris, Senior Investment Strategist
This 30-minute webcast will dissect the outcome of the previous day’s historic US presidential election and provide clarity and likely consequences of the outcome.
Topics to be discussed include:
- Our thoughts on the incoming president’s economic agenda and surprises from election day.
- How do we expect policy issues such as trade and immigration to be effected?
- Will the outcome trigger volatility?
- How do we expect stock prices and bond yields to move as a result of the election?
- What possible implications do we see for particular sectors?
Rick Wetmore, CFA, Deputy CIO, Global Emerging Markets & Quang Nguyen, Portfolio Manager, Global Emerging Market Equities
Opportunities in emerging markets have changed over time. In this 30-minute webcast our global emerging market equities portfolio managers will discuss key themes relevant to emerging markets investing today.
Topics to be discussed include:
- Are traditional drivers of the Emerging Markets investment case such as population growth, rising consumer incomes and productivity enhancements still as relevant today as they were 20 years ago?
- Where are the opportunities to generate alpha in emerging markets today? What are the examples of market inefficiencies which prove that active fundamental based investing is relevant in the emerging markets?
- What are the implications on Emerging Markets of structurally slower growth in China?
- Does the future of EM still depend upon domestic consumption and services?
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will focusing what's next for Turkey.
As part of our on - going 'What's Really Happening in Emerging market' series. We are now able to give you access to the hottest Emerging Markets topics in just 10 minutes! In this edition we will be focusing on Brazil, the host of this years Olympics.
Topics that will be explored in this webcast:
• Is the Brazilian economic activity really improving?
• What is the perspective for structural reforms and fiscal accounts?
• When will the Brazilian Central Bank start easing the monetary cycle?
EM- exit! Le Brexit: par ici la sortie - ne courez pas tous en meme temps!
Rejoignez nos experts pour une conférence qui examinera les opportunités d’investissement qu’offrent les marches émergents à la suite du ‘Brexit’. Apres la décision historique du Royaume Uni de quitter l’Union Européenne, nous analyserons son impact global, et vous présenterons le cas amélioré pour les marches émergents.
Veuillez noter que cette conférence se tiendra intégralement en langue française.
Brexit doesn't mean EM- exit! Back in April we explained why we believed emerging market equities were likely to outperform developed markets in 2016 and possibly beyond. At the time we implicitly assumed the UK would vote to stay in the European Union (EU) however the opposite has happened. Now that the "Brexit" dust has settled, we want to ask the key question, whether the UK's decision to leave now means Emerging Markets will further outperform Developed Markets in 2016?
Daniel Morris, Richard Barwell, Steven Friedman, Chi Lo
Global recovery is at an ever-slowing and fragile pace. So what is the likelihood that growth will reappear in the near future? This 45-minute webcast will feature our global strategists and economists who will discuss how Brexit, China and the Federal Reserve will affect global growth and recovery.
Join us for a session addressing the impact of Brexit on China, and the potential macroeconomic challenges that the Chinese markets face. Plus we will get to grips with some essential concepts and terminology to better navigate the Chinese financial markets.
Etienne Vincent, Head of Global Quant Management, THEAM, BNP Paribas Group
In this webcast we will look at Diversified Equity Factor Investing (DEFI). We will examine the 4 key factors that drive long-term equity returns: Value, Quality, Momentum and Low Volatility and how we apply these factors to our research focused approach.
We are delighted to launch 'EM IN10' as part of our on- going What's Really Happening in Emerging market series. We are now able to give you access to the hottest Emerging Market topics in just 10 minutes!
China’s economic slowdown and high volatility in China’s stock market have sent shock-waves around the world and dominated global business headlines since 2015. These events have shaken international business confidence, weakened commodity prices and shifted the global economic outlook. Meanwhile, China’s role as a driving force
in the world economy has never been more evident. In this webcast, Chi Lo, our Senior Economist Greater China, will assess the China situation.
Felix Lam, Portfolio Manager, Asia Pacific Equities
Picking the ‘Winners’
through our Structural Market Development research
The performance gap of ‘Winners’ and ‘Losers’ in the Asia region has in recent years widened and we believe this trend will continue in the years ahead. Globalisation forces, technological advancements, and domestic factors are all contributing to an accelerated pace of structural shifts in world economies, including those in Asia. For nearly a decade, our Asian Equities Investment team has been analyzing these “Structural Market Development’ trends, focusing on demand and supply factors which they believe will largely influence the future growth prospects of industries and companies in the region. This unique research framework provides strong empirical data to support the team’s strong-conviction stock ideas, with a portfolio consisting of Asia’s Top 50 future ‘Winners’.
Investissement Factoriel : par-delà l’opposition entre gestion active et passive. Cette présentation en ligne vise à expliquer l’intérêt pour l’investisseur du Smart Beta et de l’approche factorielle, ainsi que les questions importantes à se poser avant de choisir une stratégie.
Factor Investing : beyond Active and Passive management
This online presentation aims at explaining the added value of Smart Beta and Factor investing for investors, as well as the important questions to ask before choosing a strategy. It will be presented in French.