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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

12:21

Talking heads – Thematic investing: looking beyond...

Talking Heads ·

2022/10/10

Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot away from traditional 60-40 portfolios to a broad and diversified set of opportunities that can create market-beating returns spanning several generations.

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14:37

Talking heads – As an alternative, consider a direct...

Talking Heads ·

2022/10/03

Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio diversification and attractive returns might want to consider a relatively young and little known asset class: direct small lending.

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12:27

Talking heads – Slow-motion recession leaves equities...

Talking Heads ·

2022/09/26

While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the effects of the encroaching recession. This leaves markets vulnerable to a downside correction once the message sinks in.

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19:10

Talking heads – Energy crisis response should include...

Talking Heads ·

2022/09/19

It is all hands on deck to deal with the current energy crisis, even if that forces countries to use more polluting fossil fuels to meet energy needs especially in the coming winter. However, that does not mean the transition to renewable resources should end up on the backburner. Instead, there is a clear case for accelerating the move to solar, wind and other sources of clean energy.

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13:32

Talking heads – Opportunity knocks for global loans

Talking Heads ·

2022/09/12

Senior secured corporate loans are debt instruments similar to high-yield bonds in that they are rated below investment-grade (Ba1/BB+). They differ from high-yield in that they are senior secured instruments, secured by all assets on a company’s balance sheet. In addition, as floating rate instruments, global loans are relatively immune to the adverse impact of rising interest rates.

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13:23

Talking heads - A grim macroeconomic outlook for Europe

Talking Heads ·

2022/09/06

The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis is hitting consumers’ pockets hard. Europe’s manufacturing sector is contracting while momentum in the services sector is slowing. To make matters worse, wholesale energy prices have soared to all-time highs in Europe as Russia throttles gas supplies.

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10:56

Talking heads - The shock-absorbing nature of...

Talking Heads ·

2022/08/29

As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes that stand out for investors. One key point is that many of the services financed with these bonds are indexed, protecting cash flows from rising inflation. Also, the debt typically has floating rate coupons that are adjusted when interest rates rise.

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13:02

Talking heads – For a yield pick-up and limited risk,...

Talking Heads ·

2022/08/25

Base effects, lower (or less high) energy and raw materials prices and a broad economic slowdown later in the year may see eurozone inflation stabilise or retreat towards the end of 2023. However, for now, an inflation-busting ECB will likely keep its foot on the monetary policy brake and could soon even raise policy rates by a chunky 75bp rather than the more widely expected 50bp.

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11:51

Talking heads – Four books to read on climate change

Talking Heads ·

2022/07/18

Senior investment specialist for global equities Ramon Esteruelas briefs chief market strategist Daniel Morris on four books he has read on climate change. The books discuss the relevance of climate change science and the reliability of projections, the availability of adaptive and mitigating solutions and breakthroughs, the long road to net zero, and the need for a rethink on growth.

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46:15

The uncapped impact series with GreenLight Biosciences

Talking Heads ·

2022/07/12

Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against disease and to safeguard human health, all depend in part on chemical solutions. Today is no different. Yet resistance to chemicals is rising rapidly, exacerbated by climate change and ecosystem degradation. In the second of this series, Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, talk to Andrey Zarur, CEO

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13:16

Talking heads – There is nothing fluffy about...

Talking Heads ·

2022/07/11

While day-to-day ‘market noise’ may feature big in many investors’ minds, it is worth mining long-term structural trends as well for opportunities. Cloud computing is one such trend, offering many advantages to both public and private sector users of its services and to investors looking for a billion-dollar industry where growth is still in the early stages.

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10:45

Talking heads – For defensive and attractive, choose...

Talking Heads ·

2022/07/04

Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. They discuss the absence of a direct and immediate link between higher interest rates and the performance of real estate debt and the defensive characteristics of the asset class. Among other things, its solidity derives from some of the pandemic-induced structural changes, including a shift in office use and greater demand for suburban properties.

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14:33

Talking heads – There is resilience in asset-backed...

Talking Heads ·

2022/06/27

Listen to this Talking heads podcast with senior portfolio managers David Favier and Olivier Boutoille and Daniel Morris, chief market strategist. They firstly discuss the current market environment before focusing on the advantages of investing in these floating rate instruments that offer varied risk/returns profiles for investors.

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11:52

Talking heads – Solutions to improve food security

Talking Heads ·

2022/06/13

Food security has shot to the top of the agenda for governments and economists, but also investors. The war in Ukraine has highlighted the fragility of cross-border supply chains and countries’ dependence on food imports. More localised production is one potential answer, another is vertical integration to reduce a food company’s vulnerability to the whims of external sources.

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23:32

Talking heads – Getting to grips with sustainability...

Talking Heads ·

2022/06/07

The rapid growth in sustainability investing in recent decades has bolstered the need for greater transparency as investors increasingly want to know where and how sustainably their money is invested. MiFID II and other regulations have taken on more of a sustainability focus to improve the flow of information from issuers, distributors and asset managers.

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15:57

Talking heads – Shortlisting listed real estate

Talking Heads ·

2022/05/30

In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes with advantageous features such as inflation-resilient cash flows and better liquidity than bricks and mortar. As such, listed real estate is a portfolio diversifier offering investors attractive risk-adjusted returns over the long haul.

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12:51

Talking heads - ESG investing and the role of the ‘S’...

Talking Heads ·

2022/05/23

Investing with a view to a sustainable future has often focused on environmental and governance issues – the ‘E’ and ‘G’ of ESG. However, the path towards a more inclusive society means social factors should be considered more actively as well, argues Delphine Riou, ESG analyst and Inclusive Growth lead, as she points out the significance of the ‘S’ for social in achieving sustainable corporate performance.

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17:23

Talking heads – Maintaining course through volatility...

Talking Heads ·

2022/05/16

Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation of the outlook for US interest rates and as a consequence, the pricing of growth stocks, is another. Pamela Hegarty, disruptive technology portfolio manager, talks about how the themes she sees shaping future technological trends provide her with reference points in assessing today’s opportunities and risks.

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14:45

Talking heads – Introducing private equity impact...

Talking Heads ·

2022/05/10

Private equity impact investing offers investors access to an attractive asset class that can help diversify a portfolio and earn attractive returns. In addition, it offers an extra-financial component by enabling them to contribute – and help finance – solutions to pressing social and environmental problems from access to healthcare to promoting a circular economy.

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14:24

Talking heads – US small caps – Fortune favours the bold

Talking Heads ·

2022/05/02

US small-cap stocks are trading near 10-year lows on various metrics, which disregards their typical resilience in periods of rising interest rates and slower economic growth.

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274 results

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