BNP PARIBAS ASSET MANAGEMENT - Webcast 1440x300
Regional perspectives

Webinar – The road to electrification

10 May 2019 -

Electric vehicle potential in India and other emerging markets

On the same subject:
The Intelligence Report
15 October 2019

These days, extending the phrase “steady as she goes” – that reassuring call from the helm confirming the current course to the next safe harbour – to other uses might be a stretch. After all, it seems increasingly to be disruption rather than continuity that marks the pace of life. And so it is in investing. At the macroeconomic level, there is a pressing need to assign the current ‘single-use product’ model to the scrapheap and adopt the circularity of the re-use, repair and recycle approach, as we explain in our first article. At a more personal level, healthcare faces a reassessment on the back of possible policy changes, while the drivers of costs, such as ageing and life style changes, persist. What this means for investors is the topic of our second article. Rounding off this edition, our third article underscores the point that disruption is a trend that might be most obvious in IT, but it is felt far beyond that sector.    

Technological innovation: A global theme
15 October 2019

Investors who associate innovation solely with the technology sector may do well to take a broader view. A promising strategy should interplay the latest developments at solid players across diverse sectors, and capture performance that is sustainable – both in financial and ESG[1] terms.  

Women_Bubble_AI_Choice_Fund_1440x300
15 October 2019

Global healthcare stocks have materially lagged the broader market so far this year as investors worry about the impact of potential regulatory changes [1], particularly in the US. However, as we explain in more detail in a recently-published research paper, of which this article is an extract [2]:  

Innovation. It’s not just technology

Investors who associate innovation solely with the technology sector may do well to take a broader view. A promising strategy should interplay the latest developments at solid players across diverse sectors, and capture performance that is sustainable – both in financial and ESG[1] terms.