Assessing turning points in the equity outloo...

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, C ...  Show more

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast data ...  Show more

Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outloo ...  Show more

Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head o ...  Show more

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ...  Show more

Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon talks about the opportunities he sees arising from healthcare innovation. For more insights, visit Viewpoint: https://view ...  Show more