Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.

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June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, inflows were strongest in the US and Japan; European and emerging market figures were less impressive.

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Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bond ETFs – for a variety of reasons.

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The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells Chief Market Strategist, Daniel Morris, that this major climate finance gathering focused on seeking concrete solutions to accelerate and finance the energy transition and climate adaptations, and on how to best channel private funding towards practical solutions.

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Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven unfounded. Thijs Van de Graaf, Professor of International Energy Politics at Ghent University, talks with Daniel Morris, Chief Market Strategist, about the range of factors that have mitigated the effects of the war.

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The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across industry and quality segments of the market.

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Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.

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The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Investment Insights Centre about prospects for the European defence sector.

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In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management. Together they discuss how geopolitics and artificial intelligence are each effecting profound change on the global economy.

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European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active barbell strategy of a strong income-oriented approach combined with identifying underpriced potential for growth.

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