Investment Insights

The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with it the outlook for Japanese equities.  Listen to this Talking Heads podcast with Sean Park, Investment Specialist, and Junki Okamoto, Deputy Portfolio Manager.

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With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved.  Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist.  

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For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an attractive source of stable yields.  Listen to our podcast with Otto Reventlow, CEO, and Asger Strange Olesen, Director ESG Climate and Biodiversity, at BNPP AM majority-owned International Woodland Company.  

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Two factors are driving growing interest in fixed income exchange-traded funds. First, bonds are back with yields at attractive levels relative to the era of low interest rates. Investors can lock in higher yields using a low-cost instrument such as an ETF, as Lorraine Sereyjol-Garros, Head of ETF Sales, explains to Chief Market Strategist Daniel Morris. 

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Money market funds have been in favour as central banks tightened monetary policy. Investment

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Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of ecosystems and natural carbon sinks as well as other pro-climate fields, Thibaud Clisson">Thibaud Clisson, Climate Change Lead, tells Chief Market Strategist Daniel Morris in the wake of the latest Climate Week NYC and ahead of December’s UN COP28 meeting.  

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What is the best way to actively manage an allocation to large-cap European equities?  Listen to this Talking Heads podcast as Valerie Charriere details a broad-ranging assessment of the fundamentals that matter to her team, such as the structure of the industry a company operates in and competitive advantages in terms of, for example, scale or technology.   

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At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the sector now that interest rates have normalised? Jeroen Knol, portfolio manager for European Equities and a European Financials specialist, discusses perspectives with Chief Market Strategist Daniel Morris in this Talking Heads podcast. 

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The outlook for emerging markets is brighter than it is for developed markets when it comes to growth, inflation and public debt, Jean-Charles Sambor, Head of Emerging Market Debt, tells Daniel Morris, Chief Market Strategist, on our latest Talking Heads podcast. While China may look like the exception now, increasingly firm support from Beijing should trigger a rebound in the next few quarters from the problems of deflation and property market weakness plaguing the economy today. Compared to China, India is likely to see much stronger growth and contained inflation, while improved policies should allow Turkey to do better than it did last year.

On hard currency debt, spreads over US Treasuries are likely to narrow, leaving EM high-yield bonds in particular with scope for outsized returns. Local currency debt is at a turning point as it looks set to reverse last year’s US-dollar-related weakness given the potential for EM central banks to cut policy rates this year and next. As for risks, JC says they were largely priced in during last year’s “perfect storm”. 

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Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do good while earning a return. Such strategies can enable them to manage future (climate) risk, benefit from long-term opportunities and leverage strong support from regulators and policymakers in the fight against climate change. Listen to this Talking Heads podcast with Martina Jung, Portfolio Manager for European Equities, and Daniel Morris, Chief Market Strategist. They discuss developments since the 2015 Paris Agreement and ways to implement sustainability-related criteria in stock selection and portfolio construction. 

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