Post by BNP Paribas Asset Management

Name: Over the past month we have started to see a clear divergence in market performance, where markets w
Uploaded: 2026-06-18T07:00:01.695Z
Channel: BNP Paribas Asset Management
Description: Over the past month we have started to see a clear divergence in market performance, where markets with a higher tech exposure, like the US and emerging markets, are outperforming. On the other hand,

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Over the past month we have started to see a clear divergence in market performance, where markets with a higher tech exposure, like the US and emerging markets, are outperforming. On the other hand, areas such as Europe, with a lower exposure to AI and greater energy sensitivity, have lagged. In our latest Market Outlook Podcast, Aymeric Forest, CFA and Lauren Thys consider the impact of this divergence on earnings growth and monetary policy. 🎧Listen or watch here: Apple: https://lnkd.in/gKMtmNCV Spotify: https://lnkd.in/gw2mD4Tf SoundCloud: https://lnkd.in/giA_XxcQ YouTube: https://lnkd.in/g4UQKfbP

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