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Explore BNP Paribas Asset Management’s latest market views on technology equities, rising bond yields, China’s industrial growth and investment opportunities.
My take: US tech is spending big. Asian chipmakers are cashing in
In this monthly video series, our Multi Asset team break down what's driving markets, how positioning is evolving, and what they're watching next. This month, Caroline Shaw explores the key themes influencing global markets, including the resilience of technology stocks, the outlook for interest rates, and why diversification remains critical in an increasingly concentrated market environment. With a handful of companies continuing to drive returns, what opportunities and risks should investors be considering as they position portfolios for the months ahead?
Vital components used in consumer electronics and internet infrastructure could soon be in short supply, but demand could be about to rise. Will Warren, US equity manager, reveals how the team are playing this imbalance in their portfolios.
Displaying: 1 - 4 of 4