Global Growth Equity in a Digital World
Watch our latest video by Lars Wincentsen, Portfolio Manager at C WorldWide Asset Management discussing the following topics below:
- The reason why Facebook shares recently fell after reporting weaker revenue growth, are technology shares showing signs of being overvalued?
- What are technology platforms and what will be their next wave of market disruption?
- How will existing consumer brands be able to survive in a digital world?
- With the recent market events, how is C WorldWide positioning their portfolio?
This video has been produced and authorised by BNP PARIBAS ASSET MANAGEMENT Australia Limited ABN 78 008 576 449, AFSL 223418 (“BNPP AMAU”) and C WorldWide Management Fondsmæglerselskab A/S (“C WorldWide”). C WorldWide is regulated by the Danish Financial Services Authority under Danish laws, which differ from Australian laws. In Australia, C WorldWide is exempt from the requirement to hold an Australian Financial Services Licence by operation of ASIC relief. C WorldWide is permitted to provide financial product advice in certain classes of financial products to wholesale clients.
This material may not be copied, distributed or passed on, directly or indirectly, to any person without the express consent of BNPP AMAU. This material is produced for information purposes only for the exclusive use of wholesale investors and does not constitute:
1.an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any contract or commitment whatsoever or
You should seek your own professional advice in relation to any financial product referred to. Any opinions included in this document constitute the judgment of the document’s author at the time specified and may be subject to change without notice. Any reference to stocks or companies in the video are for illustrative purposes only and does not constitute an investment recommendation.
Bo Knudsen, Portfolio Manager for the C WorldWide Global Equity Trust once again shares his views on Global Growth Equities. In our latest video, we hear Bo discuss the ongoing trade war's impact on global markets, potential opportunities in technology stocks and risks for equity investors at this time.
David Winborne, Co Portfolio Manager at Impax Asset Management who sub-manages the BNP Paribas Environmental Equity Trust will soon be visiting both Sydney and Melbourne as part of his Australian roadshow. Prior to his visit, we asked him for a quick overview of how software and data collection are improving the efficiency of environmental markets.