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Market weekly – Looking under the hood of disruptive technology (podcast)

The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equities, talks to Chief Market Strategist Daniel Morris about the fundamental drivers in such disruptive technologies and about valuations which may look high, but could well be justified by current market conditions.

This Market weekly is part of the BNP Paribas Asset Management podcast series on our investment views and strategies.

If you need further information on our strategies or investment policies, please contact your dedicated client relationship manager.


Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this podcast do not in any way constitute investment advice.

The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.

Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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