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Nigel Yates, UK equity portfolio manager at BNP Paribas Asset Managers, considers the arrival of a new era for equity investors.

Record levels of new bond issues are being driven by hyperscalers seeking to finance rapid growth. As well as new opportunities, these issues bring new risks. Investors looking to get exposure should consider a global, unconstrained short duration strategy to help diversify portfolios against these unique risk factors.

By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management

By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management

By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management

• Artificial intelligence is emerging as the most significant technological development since the internet, with the capacity to reshape the global economy, productivity, and daily life
• Driven by rapid innovation and infrastructure investments, AI-related stocks and companies involved in AI hardware and cloud services are gaining significant market traction
• This technology offers compelling long-term investment opportunities in sectors like infrastructure and data centres, among many others