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PODCAST

Investment Insights

BNP Paribas Asset Management

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we"ll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint:

business investing

All Episodes

10:29

Talking Heads – Money market funds: “It is worth...

Investment Insights ·

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

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12:48

Talking heads – Banks transition to a new regime

Investment Insights ·

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

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12:10

Talking heads – A silver lining for green stocks

Investment Insights ·

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

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14:04

Talking heads – Tapping into the wide fixed income...

Investment Insights ·

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

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11:41

Talking heads – Sheltering from volatility with real...

Investment Insights ·

2023/03/13

Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. Their topics include fundamental characteristics of real estate debt such as its role as an inflation hedge – through the floating rate coupons on the debt – and the

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14:24

Talking heads – US high-yield bonds, where do we go...

Investment Insights ·

2023/03/06

High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had a good run since the fourth quarter of 2022. Listen to this Talking heads podcast with William Springman, portfolio manager for US high-yield debt, and chief market strategist Daniel Morris as they discuss prospects for US high-yield bonds. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on

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15:21

Talking heads – No ‘silver bullet’ to improve food...

Investment Insights ·

2023/02/27

In recent years, food security has become a more prominent issue for consumers and governments, alongside energy security. In this Talking heads podcast, Portfolio Manager Agne Rackauskaite and Chief Market Strategist Daniel Morris discuss responses to the food security question. They include a rise in food protectionism in the form of export restrictions, near-shoring and re-shoring, government investment in agri-tech and the need for incentives to reduce supply chain losses and food waste. For

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11:54

Talking heads – Bold stewardship to achieve ESG...

Investment Insights ·

2023/02/20

As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and governance objectives. Listen to this Talking heads podcast with Jane Ho, head of stewardship at BNP Paribas Asset Management for the Asia Pacific region (APAC), and chief market strategist Daniel Morris as they discuss the evolving role of our stewardship in Asia. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the

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13:55

Talking heads – The strategic case for investing in...

Investment Insights ·

2023/02/13

Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to generate attractive investment returns, the search is on for alternatives. Listen to this Talking heads podcast with David Bouchoucha, head of private assets, and chief market strategist Daniel Morris as they discuss the strategic case for investing in private assets. For more insights, visit Viewpoint:

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08:43

What to look for when allocating assets in 2023

Investment Insights ·

2023/02/09

Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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10:39

Talking heads – Emerging market equities: it’s all...

Investment Insights ·

2023/02/06

Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for other economies. On this Talking heads podcast, Zhikai Chen, head of emerging market equities, tells chief market strategist Daniel Morris that nearer neighbours such as Thailand should benefit from more tourism. The new focus on fueling growth should be good news for energy and materials exporters. In China itself, consumption should take over from fixed asset

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18:14

Talking Heads - Quantitative investing: using facts...

Investment Insights ·

2023/01/30

Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the future. On this Talking heads podcast, senior quantitative analyst Frederic Abergel discusses the basics with chief market strategist Daniel Morris. They then go into how risks are managed in a portfolio and discuss three ways of measuring the performance of a multifactor portfolio. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the

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13:05

Talking Heads - There is a reasonable alternative:...

Investment Insights ·

2023/01/23

After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse part of the gloomy outcome of a challenging and volatile 2022. In this Talking heads podcast, John Carey, head of structured securities, tells chief market strategist Daniel Morris that the mortgage-backed securities (MBS) segment now presents a reasonable choice for fixed income investors. It offers the prospect of significant yield pick-up relative to US Treasuries, high

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07:59

Talking Heads - Make way, greenback, it is time for...

Investment Insights ·

2023/01/16

In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground in 2023 as its lustre as a high-yielding hedge fades. Listen to this Talking heads podcast with John Bradley, head of foreign exchange, and chief market strategist Daniel Morris as they discuss the dollar’s sizeable correction in recent months and the likelihood that currency markets will see more interest in non-dollar cross rates. For more insights, Visit Viewpoint:

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13:59

Talking Heads - Upturn beckons for emerging market...

Investment Insights ·

2023/01/09

We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and the wider Asian region. Listen to this Talking heads podcast with Alaa Bushehri, head of emerging market credit, as she tells chief market strategist Daniel Morris that her highest convictions include China real estate, Indian renewables, Macau and selected South Korea sectors. For more insights, Visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

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08:14

Talking heads – Why biodiversity loss matters to...

Investment Insights ·

2022/12/12

Since biodiversity loss affects large swaths of the economy, it should be front of mind for investors. Not least because, as Adam Kanzer, head of stewardship for the Americas, points out, nature loss also makes meeting the world’s climate goals harder. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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13:19

Talking heads – What is happening in liability-driven...

Investment Insights ·

2022/12/05

Sergey Pergamentsev, head of Institutional Structured Management in the Multi Asset Quantitative and Solutions team, and co-head of the Investment Insights Centre Andrew Craig discuss recent developments in liability-driven investing (LDI), a strategy institutional investors such as pension funds use to match investments and future liabilities. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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06:13

Talking heads – Bonds are back! Investment-grade...

Investment Insights ·

2022/11/28

The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior portfolio manager for European investment-grade (IG) credit. Victoria sees eurozone IG credit as attractive on the basis that risk premia are commensurate with much higher default rates than she thinks will actually materialise. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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06:27

Talking heads – Asset allocation and the outlook for...

Investment Insights ·

2022/11/22

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world? Hosted by Ausha. See ausha.co/privacy-policy for more information.

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11:16

Talking heads – Be wary of wilting growth and mindful...

Investment Insights ·

2022/11/21

Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent growth stock recovery, offset by the downdraft of recessionary risk. Investors with a longer-term view should stay focused on the tailwinds and enduring drivers of demand including regulatory and legislative support. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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339 results

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