Shows / Investment Insights
Investment Insights
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…
Episodes
- Investment Insights
Talking Heads - Sustainability as a driver of long-term investment outcomes
How can investors navigate a world reshaped by environmental pressures, technological disruption and geopolitical uncertainty? For BNP Paribas Asset…
- Investment Insights
Talking Heads - European strategic autonomy: a €1.8 trillion investment opportunity
Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including…
- Investment Insights
Talking Heads - ETF inflows hit record highs as investors embrace global equities and active strategies
European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350…
- Investment Insights
Talking Heads - Inflation-linked bonds: protection in a more volatile inflation world
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a…
- Investment Insights
Talking Heads - Europe’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and…
- Investment Insights
Talking Heads - Is the market underestimating China’s AI potential?
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of…
- Investment Insights
Talking Heads - Investing in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed…
- Investment Insights
Talking Heads - A new paradigm for Emerging Market equities?
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure…
- Investment Insights
Talking Heads - Euro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns…
- Investment Insights
Talking Heads - Nordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in…
- Investment Insights
Talking Heads - Sustainable farming can offer portfolio diversification and inflation protection
The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist, tells Daniel…
- Investment Insights
Talking Heads - The impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the…
- Investment Insights
Talking Heads - Global equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief…
- Investment Insights
Talking Heads - ETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first…
- Investment Insights
Talking Heads - Fixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells…
- Investment Insights
Talking Heads - London Climate Action Week: In the heat of the moment, time to seek concrete solutions
The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells…
- Investment Insights
Talking Heads - Geopolitics and the economy: How war-triggered oil price shock was largely avoided
Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven…
- Investment Insights
Talking Heads - US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment…
- Investment Insights
Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek…
- Investment Insights
Talking Heads - ETF investing in European defence
The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace…
- Investment Insights
Talking Heads - Disrupting the world order
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of…
- Investment Insights
Talking Heads - European small caps offer income and growth
European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris…
- Investment Insights
Talking Heads - China: Tech self-sufficiency drive bodes well for growth
China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial…
- Investment Insights
Talking Heads - AI: Transforming quantitative portfolio management
Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio…
- Investment Insights
Talking Heads - Inflation-linked bonds can navigate the shocks
The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio…
- Investment Insights
Talking Heads - US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US…
- Investment Insights
Talking Heads - Licence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets…
- Investment Insights
Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict
Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in…
- Investment Insights
Talking Heads - Healthcare equities: Healthier prospects in 2026
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon…
- Investment Insights
Talking Heads - The grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors…
- Investment Insights
Talking Heads - Decarbonisation and climate solutions providers to gain new prominence
“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…
- Investment Insights
Talking Heads - Managing multi-asset portfolios amid the volatility
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…
- Investment Insights
Talking Heads - Renewable energy in focus amid the energy shock
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…
- Investment Insights
Talking Heads - High-yield credit – A source of diversification and returns
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…
- Investment Insights
Talking Heads - Tackling volatility with public debt money market funds
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure…
- Investment Insights
Talking Heads - What’s the outlook for yields and demand in euro credit?
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris…
- Investment Insights
Talking Heads - Sustainability agenda – Capital and solutions for real-world issues
Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment…
- Investment Insights
Talking Heads - Incorporating inclusive growth as a stock selection factor
Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities…
- Investment Insights
Talking Heads - How do synthetic money market ETFs work?
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 Equity…
- Investment Insights
Talking Heads - Electrification and AI turbocharge the clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the…
- Investment Insights
Talking Heads - The AI angle to Indian equities
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…
- Investment Insights
Talking Heads - In focus: Active and ESG ETF rebound towards year end
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other…
- Investment Insights
Talking Heads - Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and…
- Investment Insights
Talking Heads - US high-yield bonds benefit from improved quality and demand
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…
- Investment Insights
Talking Heads - Sustainability now the core driver of GDP growth in Asia
Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief…
- Investment Insights
Talking Heads - Emerging market debt likely to keep basking in the sun
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…
- Investment Insights
Talking Heads - Getting China back on the path to sustainable growth
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 Insights
Talking Heads - Highlighting the role of natural capital in portfolios
What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine…
- Investment Insights
Talking Heads - Getting the best out of the quality factor in European equities
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…
- Investment Insights
Talking Heads - Tailwinds for emerging markets include the weak dollar and AI spending
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…
- Investment Insights
In Conversation – What to expect at the COP30 climate summit?
Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and…
- Investment Insights
Talking Heads – What are the megatrends in global equities?
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a…
- Investment Insights
In Conversation – Bringing together sustainability-minded stakeholders
Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving a wide…
- Investment Insights
Talking Heads - A remarkable quarter for exchange-traded funds
Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded…
- Investment Insights
Talking Heads – Flexibility in global bonds with absolute return
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns…
- Investment Insights
Talking Heads – Full steam ahead for US small caps
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are…
- Investment Insights
Talking Heads - Offering the best of active and passive investing in ETFs
Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the…
- Investment Insights
Talking Heads – What has been happening in the food and agriculture sector?
Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to…
- Investment Insights
Talking Heads – European small-cap stocks have the wind in their sails
After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel…
- Investment Insights
Talking Heads – Sustainability, bending, but not breaking
The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months…