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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

09:21

Talking Heads - Decarbonisation and climate solutions...

Investment Insights ·

2026/04/02

“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre. Jane foresees a new impetus for renewable energy amid accelerated efforts to reduce countries’ dependency on fossil fuels further.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the

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16:34

Talking Heads - Managing multi-asset portfolios amid...

Investment Insights ·

2026/03/26

The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management, talks with Daniel Morris, Chief Market Strategist, about handling multi-asset portfolios at such a volatile time.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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08:59

Talking Heads - Renewable energy in focus amid the...

Investment Insights ·

2026/03/19

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of US wind and solar tax credits being reinstated.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app:

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07:53

Talking Heads - High-yield credit – A source of...

Investment Insights ·

2026/03/12

Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers. Even in the face of higher market volatility, liquidity has remained high, Stef notes, adding: “Investors are looking for yield wherever they can get it. And the asset class has matured enough to be more and

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07:46

Talking Heads - Tackling volatility with public debt...

Investment Insights ·

2026/03/05

Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant net asset value (CNAV) money market funds.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 on Ausha

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11:36

Talking Heads - What’s the outlook for yields and...

Investment Insights ·

2026/02/26

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.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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09:21

Talking Heads - Sustainability agenda – Capital and...

Investment Insights ·

2026/02/19

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the prospects for sustainability-related investing amid scepticism and a pushback in some areas.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us

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07:35

Talking Heads - Incorporating inclusive growth as a...

Investment Insights ·

2026/02/12

Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.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 on Ausha. See ausha.co/privacy-policy for more information.

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08:29

Talking Heads - How do synthetic money market ETFs work?

Investment Insights ·

2026/02/06

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment Insight Centre, why this development matters for investors.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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11:59

Talking Heads - Electrification and AI turbocharge...

Investment Insights ·

2026/01/30

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.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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07:59

Talking Heads - The AI angle to Indian equities

Investment Insights ·

2026/01/23

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large software industry and spreading AI adoption should help brighten the prospects for 2026.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on

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07:31

Talking Heads - Active and ESG ETFs in focus

Investment Insights ·

2026/01/16

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery after a spell of hesitant flows into ESG-aligned strategies.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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11:25

Talking Heads - Rotating drivers of growth

Investment Insights ·

2026/01/08

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’s ambition to produce more of what it consumes, the durability of capital spending on artificial intelligence, monetary policy, and Europe’s drive to boost competitiveness and strategic autonomy.For more insights, visit

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12:07

Talking Heads - US high-yield bonds benefit from...

Investment Insights ·

2025/12/16

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Market Strategist Daniel Morris that high-yield credit is perhaps not the cheapest now, but the quality of bond issuers has improved notably.For more

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09:37

Talking Heads - Sustainability now the core driver of...

Investment Insights ·

2025/12/11

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, nature conservation, and greater equality.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 on Ausha. See ausha.co/privacy-policy for

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06:43

Talkign Heads - Emerging market debt likely to keep...

Investment Insights ·

2025/12/05

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week’s podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectations for the dollar, US monetary policy, trade and commodity prices.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 on Ausha. See

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06:43

Talking Heads - Getting China back on the path to...

Investment Insights ·

2025/11/25

Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. Listen to Chi Lo, Global Market Strategist, and Chief Market Strategist Daniel Morris, as they discuss the government’s efforts to steer the economy back on to a path of sustainable growth.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the

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07:03

Talking Heads - Highlighting the role of natural...

Investment Insights ·

2025/11/21

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy 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 ausha.co/privacy-policy for more

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07:21

Talking Heads - Getting the best out of the quality...

Investment Insights ·

2025/11/12

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality has a place in diversified portfolios implementing investment factors. Over the last 25 years, three types of factor investing — quality, growth and value—have stood out due to their distinct attributes and impact on

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06:18

Talking Heads - Tailwinds for emerging markets...

Investment Insights ·

2025/11/05

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm. 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

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350 results

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