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

09:02

Talking Heads – Emerging markets and US tariffs:...

Investment Insights ·

2025/04/04

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

en

07:29

Talking Heads – Thinking about diversification? Try...

Investment Insights ·

2025/04/03

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.For more insights, visit Viewpoint:

en

12:03

Talking Heads – A new focus on investing in water

Investment Insights ·

2025/03/26

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications for datacentres.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on

en

09:20

Talking Heads – Long-term trends underpin European...

Investment Insights ·

2025/03/20

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

en

07:51

Talking Heads – Time to unearth value stocks and...

Investment Insights ·

2025/03/11

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

en

10:02

Talking Heads - US small caps: looking beyond the...

Investment Insights ·

2025/03/06

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more

en

07:53

Talking Heads – Navigating ESG investing with ETFs

Investment Insights ·

2025/02/28

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief Market Strategist, that demand for ‘active’ ETFs is picking up given they are an efficient way to integrate environmental, social and governance considerations into a portfolio.For more insights, visit Viewpoint:

en

07:51

Talking Heads – Absolute return fixed income in an...

Investment Insights ·

2025/02/21

There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and Absolute Return explains the merits of absolute return fixed income investing in the current environment. James and Chief Market Strategist Daniel Morris discuss the dispersion market volatility creates, resulting in ‘rich’ opportunity sets for an active, asymmetric approach to fixed income investing.For more insights, visit Viewpoint:

en

07:55

Talking Heads – Broadening perspectives on the...

Investment Insights ·

2025/02/13

The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Alex tells Chief Market Strategist Daniel Morris that talk of the end of sustainable investing is premature: New solutions will be developed and existing processes refined.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

en

06:37

Talking Heads – Watch out, concentration risk ahead

Investment Insights ·

2025/02/05

Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small group of companies in the same sector. This is currently the case with the preponderance of 10 (tech) behemoths in the US S&P500. Raul Leote de Carvalho, Deputy Head of the Quant Research Group, and Chief Market Strategist Daniel Morris put this concentration into context. They conclude that as long as market valuations rise in synch with profitability, the companies’ index

en

12:16

Talking Heads – Asia electrifies!

Investment Insights ·

2025/01/30

Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of

en

08:44

Talking Heads – Where to invest given all the unknowns

Investment Insights ·

2025/01/22

This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructed to weather whatever may happen. Here, Claire Mehu, Team Head for Balanced Solutions, and Andy Craig, Co-head of the Investment Insights Centre, discuss the prospects for multi-asset portfolios.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

en

08:05

Talking Heads – Introducing private credit to a wider...

Investment Insights ·

2025/01/14

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this episode. Stephane Blanchoz, Head of Alternative Solutions, and Andrew Craig, Co-head of Investment Insights Centre, discuss the mature US market and the opportunity-rich European market for private credit. They also go into the benefits of investing through an asset manager and the outlook for 2025.For more insights, visit Viewpoint:

en

06:53

Talking Heads – Where might markets go?’

Investment Insights ·

2025/01/08

Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outlook – Opportunities in a volatile world. They discuss US Treasury and corporate bonds, US, European and emerging market equities, and – a barbarous relic – gold.For more insights, visit Viewpoint:

en

10:06

Talking Heads – Understanding Active ETFs

Investment Insights ·

2024/12/17

What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs? Why are they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Craig, Co-head of the Investment Insights Centre.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

en

07:43

Talking Heads – Discussing biodiversity loss, COP16,...

Investment Insights ·

2024/12/09

Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways from the recent multilateral COP16 meeting and the importance of heading off systemic risks such as even partial ecosystem collapse. Robert Alexandre also discusses how BNP Paribas Asset Management is taking biodiversity into account, the recent update of our biodiversity roadmap and next steps in the fight to tackle biodiversity loss.For more

en

09:35

Talking Heads – What are the takeaways from the COP29...

Investment Insights ·

2024/12/05

Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that amid the mixed results, there was progress on greater transparency in carbon markets and measures to tackle climate change fallout in developing countries. They also discuss hopes that next year’s COP conference can make progress on commitments to transitioning away from fossil fuels.For more insights, visit Viewpoint:

en

10:04

Talking Heads – Is US environmental investing over?...

Investment Insights ·

2024/11/26

The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created.For more

en

07:28

Talking Heads – Unpicking the results of the US election

Investment Insights ·

2024/11/20

What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See

en

12:20

Talking Heads – Will US equities run much further,...

Investment Insights ·

2024/11/13

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week’s edition.For more insights, visit Viewpoint:

en

339 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 -...