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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

09:38

Talking Heads – Taking an active look at trends in ETFs

Investment Insights ·

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

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17:27

Talking Heads – Short maturity European high-yield...

Investment Insights ·

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,

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11:01

Talking Heads – Springtime for the eurozone economy

Investment Insights ·

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

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12:40

Talking Heads – Adding a string to your bow with...

Investment Insights ·

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 its

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08:05

Talking Heads – US rate cuts would benefit frontier...

Investment Insights ·

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/

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11:00

Talking Heads – Scoring sovereign issuers of green bonds

Investment Insights ·

2024/05/14

A growing number of governments and state agencies is turning to the green bond market to fund measures aimed at helping countries to adapt to and mitigate the effects of climate change or tackle issues such as social inequality.Listen to this Talking Heads podcast with Malika Takhtayeva, ESG analyst, and Ilan Tamsot, Portfolio Manager, as they discuss the sovereign green bond scoring methodology of BNP Paribas Asset Management and today’s green bond market challenges with Daniel Morris, Chief

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08:21

Talking Heads – Indian equities on a roll

Investment Insights ·

2024/05/07

Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian

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10:50

Talking Heads – The weighty impact of anti-obesity...

Investment Insights ·

2024/04/30

Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these weight loss pills. Get the full picture and what it means for food sector investing from Agne Rackauskaite, Portfolio Manager at Impax Asset Management, on this Talking Heads podcast with Daniel Morris, Chief Market Strategist.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

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10:12

Talking Heads – Getting Asia on board on climate and...

Investment Insights ·

2024/04/23

With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy voting, issuer engagement and policy advocacy. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

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12:07

Talking Heads – Exchange-traded funds: adding ESG...

Investment Insights ·

2024/04/16

Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs.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

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07:28

Talking Heads – Investing in global equities with a...

Investment Insights ·

2024/04/09

Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies progressing towards net zero emissions from their business. An active, diversification-minded approach to evaluating a company's efforts takes into account factors including actual or likely alignment with a future low-carbon economy as well as social risk and inequality.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

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14:34

Talking Heads – Money market funds can still work...

Investment Insights ·

2024/04/03

On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. As Thibault explains to Chief Market Strategist Daniel Morris, apart from some seasonal redemptions, he does not expect any significant switching out of money market funds into other assets. For more insights, visit Viewpoint:

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13:25

Talking Heads – US stocks: small is also beautiful

Investment Insights ·

2024/03/27

Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US Equities in our Boston office, tells Andrew Craig, Co-head of the Investment Insight Centre, on this Talking Heads podcast. He notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

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14:19

Talking Heads – Investing in water: from chips to...

Investment Insights ·

2024/03/19

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by innovation and a steady performance.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app:

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15:36

Talking Heads – Offering tailored support and advice...

Investment Insights ·

2024/03/12

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of Portfolio Design on the Solutions team, set out their stall for Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint:

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11:29

Talking Heads – Is it ouch or aye for the environment...

Investment Insights ·

2024/03/05

Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our Environmental Strategy Group.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn:

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09:43

Talking Heads – Looking to Turkey for some investing...

Investment Insights ·

2024/02/26

Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, discusses Turkey’s prospects with Huseyin Akar at TEB Asset Management, a BNP Paribas Asset Management subsidiary.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn:

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13:19

Talking Heads – Consider the ‘cushion’ of US...

Investment Insights ·

2024/02/19

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit from a healthy economic backdrop, lower interest rates, and robust demand. Yrieix de James, US Investment Grade Portfolio Manager, tells Chief Market Strategist Daniel Morris on this week’s Talking Heads podcast why this is the case. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on

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08:46

Talking Heads – A more nuanced look at Chinese equities

Investment Insights ·

2024/02/12

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to be; selected areas are still offering attractive opportunities. So David Choa, Head of Greater China Equities, tells Daniel Morris, Chief Market Strategist, on our weekly Talking Heads podcast.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

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11:49

Talking Heads – It is ‘more of the same’ for European...

Investment Insights ·

2024/02/05

Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and technical factors such as falling market interest rates and an excess of investor demand amid relatively limited supply, argues Olivier Monnoyeur, Global Head of High Yield, on this Talking Heads podcast.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/amPlease

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339 results

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