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Talking Heads – Which long-term themes are set to drive global equity markets?

5 June 2025

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris.

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BNP Paribas Asset Management

Talking Heads – Which long-term themes are set to drive global equity markets?

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