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

business investing

All Episodes

08:06

European small caps to outdo large caps

Talking Heads ·

2024/10/03

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting includes earnings per share growth ahead of that of large caps, attractive valuations and potential for dividend growth.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

en

14:56

Opportunities in US healthcare stocks

Talking Heads ·

2024/09/26

Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon talks about the opportunities he sees arising from healthcare innovation.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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

en

10:34

Our 2024 Thematics Barometer

Talking Heads ·

2024/09/20

How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Management with Coalition Greenwich, and Andrew Craig, Co-Head of the Investment Insights Centre.To read the full report, visit our 2024 Thematics Barometer page.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/amHosted by Ausha. See

en

10:23

Stewardship - Making our ESG policies actionable

Talking Heads ·

2024/09/18

Stewardship is the direct engagement between us, BNP Paribas Asset Management, as investors and the companies we invest in. Listen to this Talking Heads podcast with Rachel Crossley, Head of Stewardship for Europe within the Global Sustainability Centre at BNP Paribas Asset Management, 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/tpxq34 Follow us on LinkedIn:

en

08:47

Emerging market debt: Further to go after a strong run

Talking Heads ·

2024/09/10

Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, 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/tpxq34 Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See

en

07:24

Inequality: why does it matter for investors?

Talking Heads ·

2024/09/04

Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting productivity and well-being. As such, it can make a crucial contribution to a healthy society and stable economy. Equality Lead and ESG Analyst Sindhu Janakiram discusses these issues with Chief Market Strategist Daniel Morris. Static categories of winners and losers stand in the way of equal opportunity and social mobility.For more insights, visit Viewpoint:

en

05:23

How to lock attractive interest rates for fixed periods

Talking Heads ·

2024/08/27

In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a mutual fund or an exchange-traded fund (ETF), are timely in that short-term interest rates have now peaked, and leading central banks are beginning to lower them now that economies have plateaued and inflationary pressures

en

09:23

How to have an impact with investments

Talking Heads ·

2024/08/19

In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns. They cover the three ingredients of impact investing – intentionality, additionality, and impact management and measurement – and talk about how investors can design and implement their impact strategies.For more insights, visit Viewpoint:

en

08:41

Talking Heads – Caution after the market sell-off

Talking Heads ·

2024/08/07

Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession.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/amHosted by Ausha. See

en

12:40

AI investment: the mega-caps ‘arms race’ is on

Talking Heads ·

2024/07/31

On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services. Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel Morris survey the AI landscape and tackle the questions that matter for investors.For more insights, visit Viewpoint:

en

10:56

Catch the gripping coupons of leveraged loans

Talking Heads ·

2024/07/24

How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics include the segment’s diversification benefits, its solid track record and its role as a hedge against inflation. For more insights, visit Viewpoint:

en

13:24

Progressing portfolios to net zero

Talking Heads ·

2024/07/16

How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving financial returns? Taking our recent handbook, Adjusting your approach to net zero and including our wider sustainability framework, Andrew Craig, Co-head of the Investment Insight Centre, and Fabio Pinna, Portfolio Manager Systematic & Quantitative Investment, discuss ways to transition portfolios so that they contribute to net zero greenhouse

en

09:11

Will election results upend climate policies?

Talking Heads ·

2024/07/09

With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part, Alex Bernhardt, Global Head of Sustainability Research, tells Chief Market Strategist Daniel Morris.For more insights, visit Viewpoint:

en

12:04

Natural capital: the multiple merits of managed...

Talking Heads ·

2024/07/02

In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Investment Insights Centre, the process of producing certified wood and its use as a recyclable alternative for plastic packaging and construction steel.For

en

10:14

The case for sovereign debt in multi-asset portfolios...

Talking Heads ·

2024/06/25

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.For more

en

09:38

Taking an active look at trends in ETFs

Talking Heads ·

2024/06/18

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also covers innovations including fixed maturity ETFs that combine the benefits of an ETF and the characteristics of a standalone bond with a set maturity

en

17:27

Short maturity European high-yield bonds: a promising...

Talking Heads ·

2024/06/11

With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager. Among the topics their discussion covers are the merits of a short duration approach and the sectors whose prospects appear favourable.For more insights,

en

11:01

Springtime for the eurozone economy

Talking Heads ·

2024/06/04

As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges loom: weak European competitiveness, geopolitical headwinds, productivity issues, and restrictive central bank monetary policy. For more insights, visit

en

12:40

Adding a string to your bow with absolute return...

Talking Heads ·

2024/05/28

With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed income, absolute return fixed income strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields. Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our absolute return fixed income team. He tells Andrew Craig, Co-head of the Investment Insights Centre, that appealing features of this approach also include

en

08:05

US rate cuts would benefit frontier market bonds as well

Talking Heads ·

2024/05/21

The prospect of rate cuts by the US Federal Reserve later this year should allow frontier market bonds to build on what has been a months-long run of robust performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt.Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, there are still frontier markets where his investment team continues to see value.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

en

273 results

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