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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

23:32

Talking Heads - Getting to grips with sustainability...

Investment Insights ·

2022/06/06

In this Talking heads podcast, Pierre Moulin, global head of products and strategic marketing, discusses the upcoming “positive revolution in the way investment products are distributed” with chief market strategist Daniel Morris.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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15:57

Talking Heads - Shortlisting listed real estate

Investment Insights ·

2022/05/30

Listen to this Talking heads podcast with portfolio managers Claire Mehu and Anne Froideval as they discuss the merits of this asset class with chief market strategist Daniel Morris. Listed real estate has a relatively low correlation with broad market equities over the longer term. Other important attributes are the prospect of limited supply in an already tight market and the value-enhancing effects of regulations targeting the sustainability of buildings.Hosted by Ausha. See

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12:51

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

Investment Insights ·

2022/05/23

Listen to this edition of Talking heads as Delphine discusses the growing appreciation of these social factors with chief market strategist Daniel Morris. Rather than a focus on solutions, she highlights the relevance of assessing company practices, i.e. how a company interacts with stakeholders such as employees, consumers, suppliers and society. She argues that doing well in areas such as workforce relations and worker education benefits a company’s long-run financial performance.Hosted by Ausha

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17:23

Talking heads – Maintaining course through volatility...

Investment Insights ·

2022/05/16

Listen to this Talking heads podcast with Pam as she talks to chief market strategist Daniel Morris about the secular drivers of demand and the prospects for technological companies.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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14:45

Talking heads – Introducing private equity impact...

Investment Insights ·

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.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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14:24

Talking heads – US small caps – Fortune favours the bold

Investment Insights ·

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.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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18:34

Talking heads - China to deliver on growth in 2022

Investment Insights ·

2022/04/25

Talking heads - China to deliver on growth in 2022 by BNP Paribas Asset ManagementHosted by Ausha. See ausha.co/privacy-policy for more information.

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08:51

Talking heads - A new foreign exchange regime?

Investment Insights ·

2022/04/22

Foreign exchange (FX) markets can be viewed as a derivative asset in that they tend to be driven by volatility in other asset markets. Since 2015, most of the leading currencies have traded in relatively confined ranges. With volatility rising in equity, bond and commodity markets, there are good reasons to expect a new regime in currency markets.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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11:06

Talking heads – Look for value in the value style

Investment Insights ·

2022/04/22

Value investing remains a worthwhile approach, even after an extended period of underperformance. A rebound has now set in that looks sustainable. Rising interest rates should be supportive of the value style and value still looks cheap relative to growth.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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15:15

Talking Heads - The inflation revival

Investment Insights ·

2022/04/06

Inflation has bounced back vigorously from its pandemic-era lows: The headline rate for the US consumer price index has reached a 40-year high, while in the eurozone, the headline rate for the harmonised index of consumer prices is at its highest in 20 years. What does this mean for investors?Hosted by Ausha. See ausha.co/privacy-policy for more information.

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11:00

Talking heads – Putting cash to work in volatile markets

Investment Insights ·

2022/03/28

To help multi-asset portfolios cope with the geopolitical shock of Russia’s invasion of Ukraine, a move into cash can be useful. At BNP Paribas Asset Management, we have implemented such an approach to ride the recent market volatility and use bounces to sell assets whose fortunes have now changed and build or expand other, more defensive positions at attractive prices.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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15:32

Talking heads – Geopolitical storm tugs at fixed...

Investment Insights ·

2022/03/21

Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation to work with: the prospect of firm central bank action to tackle rising inflation. Geopolitical developments have upended the calculus, undermining inflation and growth forecasts and weakening the fundamentals across the board for the foreseeable future.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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12:52

Talking heads – Three questions on geopolitical...

Investment Insights ·

2022/03/09

Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion of Ukraine caused investors to head for safe havens away from risk assets. However, Guy Davies, chief investment officer for fundamental active equities, advises against impulsive action and argues for a focus on cash flows when picking promising stocks.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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10:01

Talking heads – Testing times for corporate bonds

Investment Insights ·

2022/02/28

Heightened market volatility and uncertainty over the pace at which the ECB will unwind its bond purchases are the main tests investors in European corporate bonds have to contend with currently. Mitigating factors such as robust earnings, strong cash positions and low defaults could be negated by concerns the central bank might need to take tougher action to contain inflation.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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14:43

Talking heads – Health and climate concerns drive...

Investment Insights ·

2022/02/22

Investing in water-related stocks means tapping into a multi-decade opportunity for growth and innovation. Demand in this segment stretches across the breadth of the economy – from tackling ageing water infrastructure to ensuring healthy drinking water and efficient waste water treatment.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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41:14

Uncapped impact: Sunnova and the energy transition

Investment Insights ·

2022/02/18

Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the first of this series we speak to John Berger, CEO of Sunnova Energy International, a residential solar and energy storage company, about the energy transition and the role investors can play in fighting climate change.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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13:06

Talking heads – Building back stability in Chinese...

Investment Insights ·

2022/02/14

Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings expectations and valuations mean their second-half prospects are brighter. Looser fiscal and monetary policies have the potential to provide a further uplift for sentiment.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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15:18

Talking heads – Emerging market debt: Don’t look the...

Investment Insights ·

2022/02/07

In a contrarian call, our emerging market debt team sees appealing opportunities in EM bonds. Specifically in those markets where inflation is likely to peak ahead of developed markets in which investors are having to adjust to the prospect of higher real yields. EM segments that were oversold late last year also represent areas worth investor attention as a recovery takes hold.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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07:51

Talking heads – Looking for direction as Fed pivots

Investment Insights ·

2022/01/31

The prospect of a momentous pivot in US monetary policy with gradual withdrawal of the generous provision of liquidity has left markets pondering over valuations. Investors face a challenging year in which they will need to search for assets suited to a new inflationary regime. On our Talking heads podcast, Daniel Morris, chief market strategist, and Andrew Craig, co-head of the Investment Insights centre, discuss the outlook for fixed income, the promise of emerging market debt (and currencies),

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10:55

Talking heads – Financing sustainable development

Investment Insights ·

2022/01/24

To tackle poverty, climate change and improved access to, for example, education, central banks and governments need to rethink fiscal policy and the impact of deficit spending. Trillions of US dollars are required to achieve these goals. Alex Bernhardt, global head of sustainability research, talks about how it could be done.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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342 results

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