Talking heads – Putting cash to work in volatile markets – BNP Paribas Asset Management

To help multi-asset portfolios cope with the geopolitical shock of Russia’s invasion of Ukraine, a move into cash can be useful. At BNP Paribas Asset Management, we have implemented such an approach to ride the recent market volatility and use bounces to sell assets whose fortunes have now changed and build or expand other, more defensive positions at attractive prices.

0:00 – 0:22 intro
0:23 – 3:13 fixed income reaction
3:14 – 6:14 growth vs value
6:15 – 9:00 emerging market equities
9:01 – 10:04 highest conviction view
10:05 – 11:01 summary

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