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Tag: Equities

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Tactical Asset Allocation Views: A More Balanced Outlook, But Still Equity

Each quarter, the Multi Asset Team shares its fundamental tactical...

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Colliding Demand and Supply Shocks

In this Macro Perspectives, our economists discuss how to best...

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Back to Which Future?

It would be extraordinary if advanced economies had reverted to...

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Europe Outlook: A French Economic Evolution

Franklin Mutual Series’ Katrina Dudley sees President Emmanuel Macron’s re-election...

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Global Growth, The French Election, and the Fed

Key takeaways Growth expectations fall for the globe Not surprisingly,...

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China: Steadier Growth Needed to Lift Investor Confidence

Better visibility and steadier economic growth are needed before investors...

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Market Volatility Amplifies Themes in Industrials

Assistant Portfolio Manager David Chung discusses how long-term themes affecting...

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Liontrust India Fund: Q1 2022 Review

Past performance is not a guide to future performance. Do...

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Advancing with Australia: 140 Years towards Sustainability

Ahead of Earth Day, BNP Paribas Global Sustainability Ambassador Craig...

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Income Investing in Asia: Building Resilience with Asian REITs and Dividends

Against an uncertain global economic outlook, a stable income stream...

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