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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

10:17

Market weekly – What we expect for 2021

Talking Heads ·

2020/11/30

How can investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery? Can we solve the climate crisis at the same time as the world tackles the social and economic problems laid bare by the pandemic? Daniel Morris, chief market strategist, discusses BNP Paribas Asset Management’s investment outlook for 2021. Get more on: https://investors-corner.bnpparibas-am.com/

en

12:47

Market weekly - Opportunities in Chinese fixed income

Talking Heads ·

2020/11/23

A combination of factors is leading global bond investors towards the Chinese bond market. Jean-Charles Sambor, head of emerging market debt, and Daniel Morris, chief market strategist, discuss the rise of Chinese fixed income in our weekly podcast. Get more on: https://investors-corner.bnpparibas-am.com/

en

15:26

Market weekly – Embark on the engine of growth with...

Talking Heads ·

2020/11/16

Asian equities have come through the pandemic standing tall and the prospects are for a continued strong run as household wealth rises and economies grow. Zhikai Chen, head of Asian equities, lays out the case to Daniel Morris, Chief Market Strategist. Get more here: https://investors-corner.bnpparibas-am.com/

en

20:48

Market weekly – “It’s the virus, stupid”

Talking Heads ·

2020/11/09

The main factor determining the US economic outlook has been and will be the course of the pandemic, with the incoming administration’s ability to deal with its effects on the economy and business handicapped by its curtailed legislative power. Dominick DeAlto, CIO fixed income, and Chief Market Strategist Daniel Morris discuss the implications for bond investors and pinpoint the opportunities. Get more here: https://investors-corner.bnpparibas-am.com/

en

16:06

Market weekly – Greener becomes prominent on food...

Talking Heads ·

2020/11/02

Changing awareness is driving a shift in consumers’ relationship with food, limiting their appetite for animal products and boosting their interest in the environmental, social and health aspects of what ends up on their plates. Food industry research analyst Agne Rackauskaite talks to Chief Market Strategist Daniel Morris about the numerous opportunities this greater consciousness is creating in food investing. Get more here: https://investors-corner.bnpparibas-am.com/

en

12:31

Market weekly – US MBS: a solid foundation and more

Talking Heads ·

2020/10/27

US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable bonds elsewhere, which in many cases bear negative interest rates. John Carey, Head of Structured Securities, talks to Chief Market Strategist Daniel Morris about these high quality fixed income instruments that can help to add yield to portfolios. Get more here: https://investors-corner.bnpparibas-am.com/

en

12:09

Market weekly - Chinese equities are go

Talking Heads ·

2020/10/19

China’s stocks appear to have left boom and bust behind. After outpacing major markets since a COVID-induced dip, Chinese equity markets are on a much better footing with the recent gains propelled by a confluence of factors. David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, updates Chief Market Strategist Daniel Morris. Get more here: https://investors-corner.bnpparibas-am.com/

en

13:01

Market weekly – US election: four more years or a new...

Talking Heads ·

2020/10/13

Some three weeks ahead of the US presidential election, it is time to assess the latest polls and the implications for economic policy and financial markets of a Trump or Biden win. US economist Mark Allan talks to Chief Market Strategist Daniel Morris about what investors can expect. Get more here: https://investors-corner.bnpparibas-am.com/

en

13:41

Market weekly – Looking under the hood of disruptive...

Talking Heads ·

2020/10/05

The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equities, talks to Chief Market Strategist Daniel Morris about the fundamental drivers in such disruptive technologies and about valuations which may look high, but could well be justified by current market conditions. Get more here: https://investors-corner.bnpparibas-am.com/

en

16:22

Market weekly – Carbon neutrality is achievable by 2050

Talking Heads ·

2020/09/28

The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist Mark Lewis discusses with senior investment strategist Daniel Morris the EU’s efforts to achieve net zero emissions by 2050, the implications for the carbon market and the workings of the emissions trading system. Get more here:

en

14:32

Market weekly – Infrastructure debt for the long run

Talking Heads ·

2020/09/21

Developing infrastructure assets, that is the physical structures and networks providing essential services, will be key in building the post-COVID-19 economy. Investment in infrastructure debt provides institutional investors with the potential for long-dated high-quality cash flows. These serve to match liabilities, provide a yield enhancement over other fixed income instruments and diversify a portfolio. Karen Azoulay, head of infrastructure debt, talks to senior investment strategist Daniel

en

14:01

Market weekly – Still room for positive yields in...

Talking Heads ·

2020/09/14

Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in this asset class. Get more here: https://investors-corner.bnpparibas-am.com/

en

17:01

Market weekly - Reducing the risk of digital inequality

Talking Heads ·

2020/08/24

The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in the move to a digitalised society. Anu Rames, tech and healthcare analyst for our Sustainability Centre, talks to senior investment strategist Daniel Morris about how we can reduce the risk of digital inequality. Get more here: https://investors-corner.bnpparibas-am.com/

en

16:26

Market weekly – US small caps stand to expand their...

Talking Heads ·

2020/08/10

Stimulus measures, a bounce for the economy and attractive valuations have converged to brighten the prospects for US small caps, says Pamela Woo, head of US equities. Get more here: https://investors-corner.bnpparibas-am.com/

en

17:51

Market weekly - Fintech in emerging markets equals...

Talking Heads ·

2020/08/03

Fintech - smart phones, digital payments, e-commerce - is facilitating financial inclusion in emerging markets, boosting economies and local labour markets Get more: https://investors-corner.bnpparibas-am.com/

en

22:41

Market weekly – Fixed income is now a bond picker’s...

Talking Heads ·

2020/07/27

Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures to save jobs and industries. In doing so, they now appear to be the dominant force in fixed income markets, with significant implications for investors. Dominick DeAlto, chief investment officer of fixed income, talks to senior investment strategist Daniel Morris about these implications and where we see opportunities in fixed income

en

17:49

Market weekly – The environment, an extraordinary...

Talking Heads ·

2020/07/20

Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon emissions and addressing environmental challenges creates an extraordinary investment opportunity. In this week’s podcast, Edward Lees, Co-head of the Environmental Strategies Group, talks to senior investment strategist Daniel Morris about what lies ahead. Get more: https://investors-corner.bnpparibas-am.com/

en

22:38

Market weekly – Private debt and real assets: a...

Talking Heads ·

2020/07/13

Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. In this week’s podcast, David Bouchoucha, chief investment officer of private debt & real assets (PDRA), talks to Daniel Morris, senior investment strategist, about the attractions of the asset class. Get more: https://investors-corner.bnpparibas-am.com/

en

17:18

Market weekly – Much too little inflation or too much...

Talking Heads ·

2020/07/06

Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this wall of money will unleash inflation in the coming years. In this week’s podcast, Richard Barwell, head of macroeconomic research, discusses the prospects for inflation and the implications for investors with our senior investment strategist Daniel Morris. Get more: https://investors-corner.bnpparibas-am.com/

en

16:34

Market weekly - The case for global emerging market...

Talking Heads ·

2020/06/29

In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist. Get more: https://investors-corner.bnpparibas-am.com/

en

275 results

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