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 – Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the…
- Investment Insights
Talking Heads – Combining asset ownership and stewardship
Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread…
- Investment Insights
Talking Heads – What next with digital assets such as tokenised securities?
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities…
- Investment Insights
Talking Heads – A look at the latest ETF flows
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in…
- Investment Insights
Talking Heads – Any viable alternatives to a US dollar in the doldrums?
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors…
- Investment Insights
Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once
This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast…
- Investment Insights
Talking Heads – Have green bonds emerged from their niche?
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate…
- Investment Insights
Talking Heads – What’s new in thematic investing? Check out our Barometer
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of…
- Investment Insights
Talking Heads - What’s new on ocean protection and preservation?
What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can…
- Investment Insights
Talking Heads – Making the case for absolute return bonds
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where…
- Investment Insights
Talking Heads – Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition…
- Investment Insights
Talking Heads – Investing via an ETF in the European defence sector
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and…
- Investment Insights
Talking heads - It’s a match: infrastructure investing and Europe’s new focus
Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of…
- Investment Insights
Talking Heads - Investing in the resilience of environmental trends
Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification…
- Investment Insights
Talking Heads – Maintaining discipline when equities scatter
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets…
- Investment Insights
Talking Heads – Curious about private equity?
Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and…
- Investment Insights
Talking Heads – Generating income, protecting capital in bonds
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets…
- Investment Insights
Talking Heads – ETF flows and trends in a world in flux
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and…
- Investment Insights
Talking Heads – Making a difference with impact investing
Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from…
- Investment Insights
Talking Heads – Tariff turmoil clouds Europe’s economic outlook
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten…
- Investment Insights
Talking Heads – The case for long-short convertibles in volatile times
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the…
- Investment Insights
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first…
- Investment Insights
Talking Heads – Thinking about diversification? Try asset-backed securities
European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification…
- Investment Insights
Talking Heads – A new focus on investing in water
Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy…
- Investment Insights
Talking Heads – Long-term trends underpin European private equity infrastructure
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private…
- Investment Insights
Talking Heads – Time to unearth value stocks and diversify
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed…
- Investment Insights
Talking Heads - US small caps: looking beyond the near-term uncertainties
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market…
- Investment Insights
Talking Heads – Navigating ESG investing with ETFs
Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective…
- Investment Insights
Talking Heads – Absolute return fixed income in an uncertain world
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and…
- Investment Insights
Talking Heads – Broadening perspectives on the outlook for sustainability
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on…
- Investment Insights
Talking Heads – Watch out, concentration risk ahead
Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small group of companies in the same…
- Investment Insights
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow…
- Investment Insights
Talking Heads – Where to invest given all the unknowns
This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructed to…
- Investment Insights
Talking Heads – Introducing private credit to a wider audience
Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this…
- Investment Insights
Talking Heads – Where might markets go?’
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew…
- Investment Insights
Talking Heads – Understanding Active ETFs
What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs? Why are they…
- Investment Insights
Talking Heads – Discussing biodiversity loss, COP16, and our updated roadmap
Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways…
- Investment Insights
Talking Heads – What are the takeaways from the COP29 climate talks?
Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that…
- Investment Insights
Talking Heads – Is US environmental investing over? Not so fast
The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate…
- Investment Insights
Talking Heads – Unpicking the results of the US election
What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this…
- Investment Insights
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest…
- Investment Insights
Talking Heads – What are the implications of climate change for investors?
While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are…
- Investment Insights
Talking Heads – What's in the mix for yields of US Treasuries?
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent…
- Investment Insights
Talking Heads – Systematic investing - Bigger, stronger, faster
Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among…
- Investment Insights
Talking Heads – Assessing turning points in the equity outlook
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the…
- Investment Insights
Talking Heads – Green and social bonds: a fully grown market
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and…
- Investment Insights
Talking Heads – European small caps to outdo large caps
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager…
- Investment Insights
Talking Heads - Opportunities in US healthcare stocks
Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon…
- Investment Insights
Talking Heads - Our 2024 Thematics Barometer
How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Management…
- Investment Insights
Talking Heads - Stewardship - Making our ESG policies actionable
Stewardship is the direct engagement between us, BNP Paribas Asset Management, as investors and the companies we invest in. Listen to this Talking Heads…
- Investment Insights
Talking Heads - Emerging market debt: Further to go after a strong run
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…
- Investment Insights
Talking Heads – Inequality: why does it matter for investors?
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…
- Investment Insights
Talking Heads – How to lock attractive interest rates for fixed periods
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…
- Investment Insights
Talking Heads – How to have an impact with investments
In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact…
- Investment Insights
Caution after the market sell-off
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…
- Investment Insights
Talking Heads – AI investment: the mega-caps ‘arms race’ is on
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…
- Investment Insights
Talking Heads – Catch the gripping coupons of leveraged loans
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…
- Investment Insights
Talking Heads – Progressing portfolios to net zero
How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving…
- Investment Insights
Talking Heads – Will election results upend climate policies?
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…
- Investment Insights
Talking Heads – Natural capital: the multiple merits of managed sustainable forestry
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…