30 June Portfolio Update | BNP Paribas Environmental Equity Strategy
In these uncertain times, the BNP Paribas Environmental Equity Strategy continues to incorporate macroeconomic trends and changes whilst remaining committed to investing in the transition to a more sustainable economy.
As a result of the current unprecedented global crisis, a global recession seems assured, with the market pricing in a recovery in 2021. The portfolio management team at Impax Asset Management are working off this central thesis when assessing the longer-term valuation of investee companies and environmental market opportunities for the BNP Paribas Environmental Equity Strategy.
Join us for a half year portfolio update with Hubert Aarts, Co-Head of Listed Equities, Executive Director for Impax Asset Management.
This LIVE webinar will be both a portfolio update as well as your opportunity to ask Hubert questions directly.
RecordedJul 23 202043 mins
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The meaning of New Normal for Indonesia’s economy and capital market.
The Indonesian Government at end of May announced that a “new normal” is critical to keep the economy running while respecting certain restrictions to continue containing the spread of COVID-19.
As each country has their own challenges to maintain the balance between imposing restrictions and keeping the wheels of the economy turning, we would like to take you on a journey to understand how Indonesia is coping with the condition.
Join us for a live webcast in discovering the meaning of New Normal for Indonesia’s economy and capital market with our Economic Advisor, Raden Pardede; our Head of Equity, Aliyahdin Saugi CFA; and our Senior Fixed Income Portfolio Manager, Djumala Sutedja.