30 June Portfolio Update | BNP Paribas Environmental Equity Strategy

Presented by

Hubert Aarts, Co-Head of Listed Equities, Executive Director

About this talk

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.
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