Name: Asset Allocation April 2020: Coronavirus dislocated financial markets
Start: 2020-04-15T17:45:00Z
End: 2020-04-15T17:45:03.000Z
Location: BrightTALK
Rating: 4

Webcasts and videos for institutional and wholesale investors including financial advisors

Rising interest rates, bonds being bonds again, inflation, sustainability, technology and the rise of artificial intelligence... All top-of-mind themes of 2023! But what can we expect for 2024?
 
On Tuesday December 5th, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, will share his views on these burning topics during the BNPP AM 2024 Investment Outlook Webcast.

BNP Paribas Asset Management 2024 Investment Outlook Webcast

Marc Fleury, Co-Head of Liquidity Solutions hosts this webcast featuring David Favier, Structured Credit Portfolio Manager, and Timothy Li, Investment Specialist, to explore Asset Backed Securities and BNP Paribas Asset Management's AAA rated ABS strategy for strategic cash.

Allocating Cash Strategically: AAA Rated Asset Backed Securities Fund

Join our two BNP Paribas Asset Management experts for a Talk on decarbonization. Edward Lees, Co-Head of the Environmental Strategies Group and Ramon Esteruelas, Senior Investment Specialist, will discuss the impact of sustainable agriculture on the energy transition process, and what it means for ecosystem restoration and the fight against climate change – as well as investors’ portfolios.

Decarbonization: how sustainable agriculture will help energy transition (APAC)

Decarbonization: how sustainable agriculture will help energy transition

Rejoignez-nous lors de ce webcast Point Marché Live avec Nathalie Benatia, Macroéconomiste chez BNP Paribas Asset Management qui vous présente son analyse macroéconomique, l'actualité financière et les dernières informations sur les marchés boursiers.

Point Marché Live

Macro outlook for the Chinese market provided by BNP Paribas Asset Management Senior Market Strategist, Chi Lo and Peterson Institute Senior Fellow, Nicholas lardy.

Investing in China: Macro outlook

Outlook, structure and key considerations.

Investing in China: China on-shore bond market

China equity investing: the case for a standalone all-China allocation, presented by David Choa, Head of Greater China Equity and Jessica Tea, Investment Specialist

Investing in China: the case for standalone equity investing

During this session moderated by Bérénice Lasfargues, ESG Investment Specialist, Jane Ambachtsheer, Global Head of Sustainability and Adam Kanzer, Head of Stewardship Americas, will discuss:

•Recent ESG-related regulatory shifts in the U.S. and the EU and potential implications for U.S. investors;
•Thoughts on stakeholder capitalism; 
•Why sustainability related KPIs and carbon footprint reporting is a necessity; and 
•How we are advancing on the 3Es – energy transition, environmental sustainability, and equality and inclusive growth– and why it  is in the long-term interests of our clients.

Focus on the future: ESG outlook for US investors

This talk will cover the fundamental differences between Low Volatility NAV and  Variable NAV funds, the implications this has post Money Market reform and the approach that BNP Paribas Asset Management (BNPP AM) is taking.

Money Markets: LVNAV vs VNAV

Daniel Morris and his guests discuss the S in ESG, looking at diversity and social inclusion within the parameters of the Inclusive Growth Strategy.

The Great Instability - Inclusive Growth

Daniel Morris and his guests discuss Real Assets

The Great Instability - Real Assets

Featuring David Choa, CFA, Head of Greater China Equities and Chi Lo, Senior Economist Greater China

China 2021 Market Outlook

This Great Instability session gives a macro overview on China, a strategic view of China in asset allocation, a look at the China equity outlook and a presentation on China onshore fixed income.

The Great Instability - A Focus on China

Daniel, Jane and Guy look at the Investment Outlook for 2021

The Great Instability: Investment Outlook 2021 - Legacy of the Lockdowns

In this month’s asset allocation video, we provide an update on our four ‘virus pillars’, detail our ‘U-shape’ recovery base case, and outline our recent asset allocation changes, including why we replaced our US equity overweight with an overweight in UK equites, global commodities and a long in AUD/USD.

Asset Allocation April 2020: Coronavirus dislocated financial markets

Investment Management

Multi Asset

Equities

Fixed Income

Economics

Coronavirus

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Asset Allocation April 2020: Coronavirus dislocated financial markets

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