BNP Paribas AM rebrands fund to 'Inclusive Growth'
BNP Paribas Asset Management has rebranded its Human Development Fund to the BNP Paribas Inclusive Growth Fund. The revamped fund focuses on reducing social inequalities, investing in around fifty stocks with a high social impact.
‘This theme of equality and inclusive growth is often perceived as being relatively secondary to other sustainable factors,’ notes Delphine Riou, ESG Analyst at BNP Paribas Asset Management.
'We continue to prefer quality growth stocks in the US'
As the head of the BL - Equities America fund, Luc Bauler emphasises the importance of favouring stocks with solid and visible growth prospects. Portfolio turnover is low in this strategy, which is approaching its 30th anniversary.
‘EM equities more attractive than ever before’
Carmignac says all lights are green for an investment in emerging markets. The weakening dollar and the rapid recovery of economies mean increasing your allocation to EM equities and bonds is a must.
Pictet-Human to capture consumer trends and subscription economy
Pictet-Human wants to invest in private services in the fields of education, leisure and healthcare. The new fund, which could be considered a ‘human counterpart’ of the asset manager’s flagship Robotics fund, invests in three themes with predictable future growth that should exceed 10% over the next three years.
Focus on healthcare keeps demographics strategies afloat
Despite a global pandemic that has mainly affected the older and more fragile parts of the population, Rothschild Asset Management continues to believe in its R-co Thematic Silver Plus strategy, which has just celebrated its 10th anniversary.
'Balance sheets make the difference during market recovery'
Romain Boscher of Fidelity expects a sharp divergence in stock market performance during the recovery phase, with financial health as the decisive factor.
‘Earnings expectations continue to deteriorate rapidly, and we are now expecting a decline of at least 20% in the most favourable scenario, with a potential decline of 30-40% in the least favourable assumptions,’ says Boscher, Global CIO Equities at Fidelity International.
Too early to increase risk for Jupiter's Bezalel
With a balanced performance since the beginning of 2020, Jupiter Dynamic Bond has confirmed its attractive status in the field of flexible and globally diversified bond funds. However, according to its manager, it is still too early to raise the portfolio’s risk level.