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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

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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18:34

Talking heads - China to deliver on growth in 2022

Talking Heads ·

2022/04/26

In early March, Chinese policymakers announced economic growth of around 5.5% would be targeted for 2022. Since then, a number of headwinds have led to doubts China’s GDP growth will reach 5%. In this podcast, we explain why we believe Chinese policymakers have both the intention and the means to counter factors potentially slowing growth in the world’s second-largest economy.

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11:06

Talking heads – Look for value in the value style

Talking Heads ·

2022/04/19

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.

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08:51

Talking heads - A new foreign exchange regime?

Talking Heads ·

2022/04/11

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.

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15:15

Talking heads - The inflation revival

Talking Heads ·

2022/04/04

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?

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11:00

Talking heads – Putting cash to work in volatile markets

Talking Heads ·

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.

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15:32

Talking heads – Geopolitical storm tugs at fixed...

Talking Heads ·

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.

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12:52

Talking heads – Three questions on geopolitical...

Talking Heads ·

2022/03/10

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. For more insights, visit Investors’ Corner at https://investors-corner.bnpparibas-am.com/.

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10:01

Talking heads – Testing times for corporate bonds

Talking Heads ·

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.

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14:43

Talking heads – Health and climate concerns drive...

Talking Heads ·

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.

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13:06

Talking heads – Building back stability in Chinese...

Talking Heads ·

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.

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15:18

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

Talking Heads ·

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.

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41:14

Uncapped impact: Sunnova and the energy transition

Talking Heads ·

2022/01/31

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.

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07:51

Talking heads – Looking for direction as Fed pivots

Talking Heads ·

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

Talking Heads ·

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.

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13:21

Talking heads – “A lot of value to be had” in...

Talking Heads ·

2022/01/17

At first sight, tighter US monetary policy and stubbornly high US inflation does not seem an ideal mix for bonds. There’s a lot more to it than that, argues James McAlevey, head of multi-sector fixed income. By embracing a broad opportunity set, investors can benefit from the potential for attractive risk-adjusted returns offered via active allocation.

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11:17

Talking heads – Full valuations make 2022 a...

Talking Heads ·

2022/01/10

The set-up for financial markets is more challenging in 2022, especially for core government bonds and fully valued equities, given the prospect of higher interest rates. In our new Talking heads podcast, Maya Bhandari gives her analysis of what this means for asset allocation.

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14:21

Market weekly – Emerging markets head into 2022 in...

Talking Heads ·

2021/12/13

Stronger economic fundamentals and vaccination progress mean the 2022 outlook for Asian equities, and more broadly global emerging market equities, is rosier now than it was at this time a year ago, argues Zhikai Chen, head of Asian equities.

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11:48

Market weekly – Investors will need to ‘shoot the...

Talking Heads ·

2021/12/06

Leaving behind a momentous year marked by new phases of the pandemic and by sputtering efforts to re-start the global economy, we look ahead to 2022. Can we overcome the effects of issues such as disrupted supply chains and shifts in consumer demand? How can investors navigate the ‘rapids’ that will characterise the next stages of the economic recovery?

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21:41

Market weekly – A portfolio-level COP26 scorecard

Talking Heads ·

2021/11/29

The recent UN climate change conference in Glasgow has if anything brought a broader focus on environmental issues and added to the growing awareness and momentum behind the need for positive change, argue Edward Lees and Ulrik Fugmann of the Environmental Strategies Group. Here they identify promising sectors and present their approach to sustainable investing.

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275 results

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