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

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

business investing

All Episodes

10:02

US small caps: looking beyond the near-term...

Talking Heads ·

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

Navigating ESG investing with ETFs

Talking Heads ·

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

Absolute return fixed income in an uncertain world

Talking Heads ·

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. 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 information.

en

07:55

Broadening perspectives on the outlook for...

Talking Heads ·

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

Watch out, concentration risk ahead

Talking Heads ·

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

Asia electrifies!

Talking Heads ·

2025/01/30

Demand for power in Asia could expand as much as fivefold 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,

en

08:44

Where to invest given all the unknowns

Talking Heads ·

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

Introducing private credit to a wider audience

Talking Heads ·

2025/01/14

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. At the same time, more investors with long-term investment horizons are appreciating the suitability of investments in these loans to cover long-dated obligations such as pensions.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

en

06:53

Where might markets go?

Talking Heads ·

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

Understanding Active ETFs

Talking Heads ·

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

Discussing biodiversity loss, COP16, and our updated...

Talking Heads ·

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

What are the takeaways from the COP29 climate talks?

Talking Heads ·

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

Is US environmental investing over? Not so fast

Talking Heads ·

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

Unpicking the results of the US election

Talking Heads ·

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

Will US equities run much further, pause or stumble?

Talking Heads ·

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

09:22

What are the implications of climate change for...

Talking Heads ·

2024/11/06

While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is coming. Jakob Thomä, Research Director at the Inevitable Policy Response, tells Andrew Craig, Co-head of the Investment Insights Centre, that investors are taking the view climate change is a risk factor to be tackled now. For

en

12:47

What's in the mix for yields of US Treasuries?

Talking Heads ·

2024/10/30

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

en

08:41

Systematic investing - Bigger, stronger, faster

Talking Heads ·

2024/10/22

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the advantages of quantitative investing as a source of diverse elements of performance.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

en

10:20

Assessing turning points in the equity outlook

Talking Heads ·

2024/10/16

Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity update. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

en

08:16

Green and social bonds: a fully grown market

Talking Heads ·

2024/10/08

The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and social bonds. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on

en

273 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 -...