Long-duration equities and renewable energy — four investment strategies from the studio
By Michael Considine
Published on May 2, 2026.
The S & P 500 and the Nasdaq saw their best month since 2020 in April, driven by the AI trade. However, most global stock markets were closed for the Labor Day holiday. Experts suggest that long-term bond yields are too high, presenting opportunities for utilities and real estate. The Japanese yen saw volatile trade amid rumors of intervention by authorities. Meanwhile, BNP Paribas Asset Management's Chris Iggo sees Japanese equities as attractive due to developments in the technology, industrial and robotics sectors.
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