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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

11:00

Scoring sovereign issuers of green bonds

Talking Heads ·

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

Indian equities on a roll

Talking Heads ·

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

The weighty impact of anti-obesity drugs, also for...

Talking Heads ·

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

Getting Asia on board on climate and nature goals

Talking Heads ·

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

Exchange-traded funds: adding ESG into the mix

Talking Heads ·

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

Investing in global equities with a net zero tilt

Talking Heads ·

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

Money market funds can still work when rates rise

Talking Heads ·

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

US stocks: small is also beautiful

Talking Heads ·

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

Investing in water: from chips to lithium to PFAS

Talking Heads ·

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

Offering tailored support and advice on sustainable...

Talking Heads ·

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

Is it ouch or aye for the environment as AI booms?

Talking Heads ·

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

Looking to Turkey for some investing delight

Talking Heads ·

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

Consider the ‘cushion’ of US investment-grade bonds

Talking Heads ·

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

A more nuanced look at Chinese equities

Talking Heads ·

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/am

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11:49

It is ‘more of the same’ for European high-yield bonds

Talking Heads ·

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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17:41

Finding the best ideas in fixed income

Talking Heads ·

2024/01/29

The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain pressures, and runaway inflation. After all this, fixed income investors might be forgiven for feeling particularly challenged about how to square the latest trends and translate them into asset allocation. Listen to this Talking Heads podcast about absolute return fixed income investing with Portfolio Manager Abhijit Korde and Daniel Morris, Chief Market

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11:25

The newly found appeal of bonds in longer-term asset...

Talking Heads ·

2024/01/22

The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following a loss of appeal amid years of ultra-low interest rates.Listen to this Talking Heads podcast with Sergey Pergamentsev, Head of Structured Management, as he discusses longer-term multi-asset investing with Daniel Morris, Chief Market Strategist.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

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16:00

Presenting our new Global Sustainability Strategy...

Talking Heads ·

2024/01/15

We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation of sustainability across our organisation. In this podcast, Jane Ambachtsheer, Global Head of Sustainability, presents our Global Sustainablity Strategy 2023-2025. She discusses with Andrew Craig, Co-head of the Investment Insights Centre, how recent developments in sustainability-related investing are reflected in the evolution of our strategy.For more insights,

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12:48

Household loans, an alternative asset class for 2024

Talking Heads ·

2024/01/11

The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Daniel Morris in this Talking Heads podcast.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn:

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07:53

There is more to come from Investment-Grade credit

Talking Heads ·

2023/12/18

There is value left in eurozone investment-grade corporate bonds even after a solid 2023. Scope for looser monetary policy from the European Central Bank will likely be one of the key drivers, potentially paving the way to returns of 6-6.5% in 2024, argues Victoria Whitehead, Head of Investment-Grade Credit, on this Talking Heads podcast with Daniel Morris, Chief Market Strategist.Continued inflows reflecting a search for yield among investors aligned with the prospect of companies issuing fewer

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273 results

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