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PODCAST

Talking Heads

BNP Paribas Asset Management

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am Hosted on Ausha. See ausha.co/privacy-policy for more

business investing

All Episodes

32:31

Uncapped impact: Plug Power and the hydrogen economy

Talking Heads ·

2023/07/18

Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the third of this series we discuss the green hydrogen economy, its future applications and the wide-ranging potential of hydrogen with Andy Marsh, President and CEO of Plug Power, a global end-to-end green hydrogen provider. Is there more to the clean hydrogen ecosystem than mere hype? He thinks so, but don’t take our word for it. For more insights, visit Viewpoint:

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16:30

Mid-year outlook: “Is it different this time?”

Talking Heads ·

2023/07/17

What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for economic growth as central banks tighten monetary policy? Is recession inevitable? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Andrew Craig, Co-head of the Investment Insights Centre. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn:

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13:18

Water, water, solutions needed everywhere

Talking Heads ·

2023/07/10

Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change. Listen to this Talking Heads podcast with Justin who gives Andrew Craig, Co-head of the Investment Insights Centre, examples of climate-related water scarcity and abundance issues. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am

en

09:21

Using behavioural insights for better investment...

Talking Heads ·

2023/07/03

The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of phenomena in shaping market events. Listen to this Talking Heads podcast with Aquiles Mosca, Head of Sales, Marketing & Digital at BNP Paribas Asset Management Brazil and a behavioural finance teacher, and Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

en

13:39

Artificial intelligence (AI) excitement fuels tech...

Talking Heads ·

2023/06/26

Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets. Listen to this Talking Heads podcast with Derek Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and

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15:20

How and why investors are using thematic investing

Talking Heads ·

2023/06/19

Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to opt for thematic investing strategies, alongside diversification and risk reduction. On this Talking Heads podcast, Mark Buckley, Head of Investment Management at Coalition Greenwich, and Chief Market Strategist Daniel Morris discuss the second thematic investing research report published by BNP Paribas Asset Management and BNP Paribas Corporate

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13:32

Tapping private markets for the ecological transition...

Talking Heads ·

2023/06/13

While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide range of sources are needed to finance it, including private markets. Listen to this Talking Heads podcast with Yann Lagalaye, Head of Ecological Transition and Impact in the Private Assets group, and Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on

en

12:18

Household loans, an alternative asset class that...

Talking Heads ·

2023/06/05

As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio diversification and attractive returns could well consider a relatively young, little-known, but high-quality asset class: household loans. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Andrew Craig on this Talking Heads podcast. For more insights,

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14:13

Good times in European High-Yield Debt

Talking Heads ·

2023/05/30

Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Listen to this Talking Heads podcast with Olivier Monnoyeur, Head of High-Yield Debt and Chief Market Strategist Daniel Morris as they discuss positioning in European high-yield debt to meet the challenges ahead. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn:

en

10:39

Offence or defence in multi-asset portfolios?

Talking Heads ·

2023/05/19

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible & Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios. For more

en

10:25

Stewardship, the power of persuasion

Talking Heads ·

2023/05/15

On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better governance and improve their financial, environmental, and social performance. Listen to this Talking Heads podcast with Michael Herskovich, Head of Stewardship at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, as they discuss the role stewardship plays in our asset management. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the

en

11:34

US equities: “It’s a great time to be a stock picker”

Talking Heads ·

2023/05/09

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this edition of Talking Heads. Topics include the turmoil in the US banking sector and the latest earnings reports. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am

en

14:41

Secular trends shape the landscape for European equities

Talking Heads ·

2023/05/02

How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out for European companies? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Steve Sherman, Senior Portfolio Manager, European Equities. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am

en

09:23

Capturing normalised yields in fixed income

Talking Heads ·

2023/04/24

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high

en

13:56

Indian equities could outshine other EMs

Talking Heads ·

2023/04/17

Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years. For more insights, visit Viewpoint:

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13:14

Making investments in infrastructure debt impactful

Talking Heads ·

2023/04/11

Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and obvious green infrastructure assets such as solar plants. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, Investment Director for Infrastructure Debt Stephanie Passet and ESG Specialist and Lead on Private Assets Maxence Foucault discuss the ins and outs of sustainable investing in infrastructure debt[1] in an environment

en

10:29

Money market funds: “It is worth taking care of your...

Talking Heads ·

2023/04/03

In times of heightened market volatility and rising policy rates, money market funds offer investors a haven, where they can park their cash safely in strategies offering liquidity and capital preservation, explains Marc Fleury, Head of Liquidity Solutions. On this Talking Heads podcast, Marc tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the

en

12:48

Banks transition to a new regime

Talking Heads ·

2023/03/29

Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects of the steep rise in interest rates. In this special edition of our Talking heads podcast, chief market strategist Daniel Morris asks Séverine Piquet, head of credit research, for her assessment of the developments in the financial sector. She points to the kneejerk anxiety in markets and underlines the importance of the ‘measured backstop’ provided by the authorities. For more

en

12:10

A silver lining for green stocks

Talking Heads ·

2023/03/27

Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture capital investments. Listen to this Talking heads podcast with Edward Lees, Environmental Strategies Group co-head, as he shares some of the opportunities he sees in environmentally focused stocks with chief market strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on

en

14:04

Tapping into the wide fixed income opportunity set

Talking Heads ·

2023/03/20

Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. Listen to this Talking heads podcast with portfolio manager absolute return Cedric Bernard-Villeneuve and chief market strategist Daniel Morris. They discuss the sensibility of smaller central bank rate rises and the wide opportunity set in the fixed income asset class. Cedric highlights the potential presented by short duration trades and by positioning for

en

274 results

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