About this episode

The episode discusses the market outlook focusing on Q2 earnings amidst uncertainty in oil prices and shifts in the tech sector.

Uncertainty continues in the short term, as oil prices remain volatile and the tech sector sees changes in market leadership. We look towards a broadening of earnings, along with a boost from the AI revolution, outlining adjustments to our asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a…

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