Oil: Demand on Remand

Daniel Morris and his guests discuss Real Assets

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

Point Marché Live avec Nathalie Benatia

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.

Point Marché Live avec Nathalie Benatia

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

Richard Barwell, Head of Macro Research and Cedric Scholtes, Global head of Sovereigns, Inflation & rates discuss how Inflation and what's in store for the future.

The pandemic has jolted Environmental, Social and Governance (ESG) considerations to the forefront of investors’ minds. Throughout this 60 minute webcast we will discuss the importance of sustainable investing and how the outbreak of Covid-19 exposed social, economic and environmental inadequacies. Our portfolio managers from both Healthcare and Structured Securities will also provide updates on how their asset classes have been impacted as a result of the pandemic.

Anu Rames, ESG Analyst, will begin our discussion on the importance of ESG investing, in particular focusing on the “S” and how Covid-19 has affected the key pillars of society from healthcare, housing to education.

Jon Stephenson, CFA, Portfolio Manager, Healthcare, will discuss the various trends he’s seeing within healthcare such as the emergence of telemedicine, how data and devices are impacting patient outcomes, how industry is responding to address key issues related to the pandemic, how the pandemic has accelerated technological adoption and systematic change within the sector.

Matt Slootsky, Portfolio Manager, Structured Securities, will round our conversation with a discussion on the housing market, which is booming, even though there’s increased unemployment and a world-wide pandemic. Matt will also share his outlook on housing and the mortgage market and what we should expect to see on the horizon.

Mark Lewis, Global Head of Sustainability Research e Richard Barwell, Head of Macro Research in BNP Paribas Asset Management dibattono in merito agli impatti potenzialmente durevoli che la pandemia di Covid-19 e i provvedimenti globali di lockdown stanno avendo sulla domanda di greggio: qual è il contesto macro per il petrolio e gli altri combustibili fossili? Il picco storico nella domanda è già stato raggiunto? Che ruolo giocherà la lotta al cambiamento climatico?

Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on Oil demand:
-Climate change and disruption – the macro context for oil and other fossil fuels
-Demand – have we seen the peak?
-Cashflow catastrophe – focus on shale oil

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.

A 15-min macro update from Daniel Morris, Senior Investment Strategist at BNP Paribas Asset Management.

Amid an increased market volatility mainly due to the coronavirus outbreak, what do US investors need to be focusing on right now? Where are the markets headed and how can we read the latest developments?

Tune-in for this 30 min webcast with Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies.

Amid an increased market volatility mainly due to the coronavirus outbreak, what do Canadian investors need to be focusing on right now? Where are the markets headed and how can we read the latest developments?

Tune-in for this 30 min webcast with Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies.

Guy Davies, CIO of Equities at BNP Paribas Asset Management, talks about our approach to this challenging environment and the measures we are taking to manage and improve the profile of investment portfolios.

Guy Davies, CIO of Equities at BNP Paribas Asset Management, talks about our approach to this challenging environment and the measures we are taking to manage and improve the profile of investment portfolios.

In this month’s video, we look at how the coronavirus is impacting the outlook, what the recent correction in equities markets means for investors, and what we monitor for buying dips within our broader asset allocation.

Investing today is moving beyond strictly modelling future cash-flows and earnings, to a paradigm where one must strive to understand and consider environmental, social and governance factors (ESG) as part of their investment rationale. Our consideration of ESG is driven by client preferences, as well as by our changing world. This can be a complicated matter for small cap investors and, because the evolution of the topic of ESG has been swift, smaller companies can have fewer resources available to deal with its ramifications.

During this webcast, our US Equities team will discuss the four key elements of our approach to ESG integration: screening criteria, risk assessment, opportunity identification, and engagement. We will also discuss the challenges in applying ESG to the small cap universe, including lack of disclosure on the part of companies, less availability of third party data and research, and how we manage those challenges.

Pourquoi la technologie disruptive est-il d’actualité ?