x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

22:41

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

Investment Insights ·

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 are for now in full control of fixed income markets. What does that leave for bond investors? Dominick DeAlto, chief investment officer of fixed income, talks to senior investment strategist Daniel Morris about where the opportunities lie in fixed income today. Get more:

en

17:49

Market weekly – The environment, an extraordinary...

Investment Insights ·

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: http://investors-corner.bnpparibas-am.com/Hosted by Ausha. See

en

22:38

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

Investment Insights ·

2020/07/14

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.comHosted by Ausha. See

en

17:18

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

Investment Insights ·

2020/07/06

Whatever-it-takes spending programmers 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.Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

16:34

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

Investment Insights ·

2020/07/03

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

en

13:28

Market weekly - What to expect after the Great...

Investment Insights ·

2020/06/22

The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making the hunt for yield all the more acute for investors. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

12:14

Market weekly – Factor investing in equities: lessons...

Investment Insights ·

2020/06/16

In the recent equity market rally, exposures to factors did not perform as expected. In this podcast, we discuss the particularities of the rally and the outlook for factor investing. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

0:30

Market weekly – Consumer innovators in the...

Investment Insights ·

2020/06/08

The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, we discuss the impact of the pandemic on consumer trends and themes. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

17:12

Market weekly – Do you have the equity protection you...

Investment Insights ·

2020/06/02

In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays can play in equity portfolios and the benefits they can provide. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

16:34

Market weekly – Healthcare, an investment theme for...

Investment Insights ·

2020/05/25

Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade. Get more:

en

17:16

Market weekly – Riding the digital transformation...

Investment Insights ·

2020/05/18

Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and senior equity analyst for US equities, discuss the opportunities. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

15:29

Market weekly – Seize the opportunities with active...

Investment Insights ·

2020/05/11

After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and where we see opportunities. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

17:42

Market weekly – Fixed income – deflation, not...

Investment Insights ·

2020/05/04

After a rollercoaster ride in April, senior investment strategist Daniel Morris and Dominick DeAlto, chief investment officer fixed income, discuss what will matter next for developed bond markets. Get more: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

14:46

Market weekly – Chinese equities – ahead of the curve

Investment Insights ·

2020/04/28

Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office. Get more : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

12:01

Market weekly – Time to add risk in multi-asset...

Investment Insights ·

2020/04/20

Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment. Get more : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

14:23

Market weekly - Quality will withstand volatile...

Investment Insights ·

2020/04/15

Senior investment strategist Daniel Morris and Guy Davies, Chief Investment Officer active equity strategies, discuss the outlook for equity markets. Get more : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

17:22

Market weekly - Sustainability and resilience in...

Investment Insights ·

2020/04/06

At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark Lewis, global head of sustainability research, discuss the situation in financial markets and why we do not think this is the time to sell risky assets. Mark also considers the benefits of sustainable investing in the current environment and how the crisis could advance sustainability’s place on the policy agenda. Get more : https://investors-corner.bnpparibas-am.com/Hosted by

en

15:39

Market weekly - Some calm after the storm

Investment Insights ·

2020/03/30

As a measure of calm is restored in financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and Dominick DeAlto, chief investment officer fixed income, talk about potential opportunities and the risks ahead for investors. Get more on our blog : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

11:50

Market weekly - This policy response can turn the tide

Investment Insights ·

2020/03/23

After a week of unprecedented central bank interventions in financial markets, Richard Barwell, global head of macroeconomic research, and Denis Panel, chief investment officer for multi-asset and quantitative solutions (MAQS), discuss the state of markets at the opening in Europe on Monday 23 March 2020. Get more on our blog : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

14:07

Market weekly – Quality is now key

Investment Insights ·

2020/03/16

After a momentous week in financial markets, our investment specialists discuss the impact of the coronavirus on equity markets, what the recent correction means for investors and how we are positioning portfolios. Get more on our blog : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

en

342 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...