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 – The case for sovereign debt in multi-asset portfolios – and for gold
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark…
- Investment Insights
Talking Heads – Taking an active look at trends in ETFs
In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of…
- Investment Insights
Talking Heads – Short maturity European high-yield bonds: a promising blend
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…
- Investment Insights
Talking Heads – Springtime for the eurozone economy
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior…
- Investment Insights
Talking Heads – Adding a string to your bow with absolute return fixed income
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…
- Investment Insights
Talking Heads – US rate cuts would benefit frontier market bonds as well
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…
- Investment Insights
Talking Heads – Scoring sovereign issuers of green bonds
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…
- Investment Insights
Talking Heads – Indian equities on a roll
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further…
- Investment Insights
Talking Heads – The weighty impact of anti-obesity drugs, also for investors
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these…
- Investment Insights
Talking Heads – Getting Asia on board on climate and nature goals
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…
- Investment Insights
Talking Heads – Exchange-traded funds: adding ESG into the mix
Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further…
- Investment Insights
Talking Heads – Investing in global equities with a net zero tilt
Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies…
- Investment Insights
Talking Heads – Money market funds can still work when rates rise
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…
- Investment Insights
Talking Heads – US stocks: small is also beautiful
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…
- Investment Insights
Talking Heads – Investing in water: from chips to lithium to PFAS
In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset…
- Investment Insights
Talking Heads – Offering tailored support and advice on sustainable investment solutions
Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering…
- Investment Insights
Talking Heads – Is it ouch or aye for the environment as AI booms?
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…
- Investment Insights
Talking Heads – Looking to Turkey for some investing delight
Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024…
- Investment Insights
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
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…
- Investment Insights
Talking Heads – A more nuanced look at Chinese equities
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…
- Investment Insights
Talking Heads – It is ‘more of the same’ for European high-yield bonds
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…
- Investment Insights
Talking Heads – Finding the best ideas in fixed income
The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain pressures, and…
- Investment Insights
Talking Heads – The newly found appeal of bonds in longer-term asset allocations
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…
- Investment Insights
Talking Heads – Presenting our new Global Sustainability Strategy 2023-2025
We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation of sustainability across…
- Investment Insights
Talking Heads – Household loans, an alternative asset class for 2024
The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Tonko Gast…
- Investment Insights
Talking Heads – There is more to come from Investment-Grade credit
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…
- Investment Insights
Talking Heads – A race between the ECB and the Fed?
Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than expected. John Bradley, Head of…
- Investment Insights
Talking Heads – New realities for investors in 2024
In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief Market Strategist, discuss our…
- Investment Insights
Talking Heads – Investment opportunities in Asian environmental markets
As elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this…
- Investment Insights
Talking Heads – Building on infrastructure debt
In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown itself to be…
- Investment Insights
Talking Heads – Listed equities and the shift to a sustainable economy
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? On this Talking Heads podcast, Andy Craig, Co-head of…
- Investment Insights
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an usually lacklustre Chinese economy – traditionally an…
- Investment Insights
Talking Heads – What’s next for eurozone government bonds?
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the effect of higher…
- Investment Insights
Talking Heads – The sun has risen for Japanese small caps
The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with it the outlook for Japanese equities. Listen…
- Investment Insights
Talking Heads – Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved. Listen to this Talking…
- Investment Insights
Talking Heads – Seeing the worth of the forest for the trees
For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an attractive source of stable…
- Investment Insights
Talking Heads – ETF investing – Adjusting to the new rates regime
Two factors are driving growing interest in fixed income exchange-traded funds. First, bonds are back with yields at attractive levels relative to the era of…
- Investment Insights
Talking Heads – Higher for longer bolsters outlook for money market funds
Money market funds have been in favour as central banks tightened monetary policy. Investment Specialist Thibault Malin talks to Daniel Morris, Chief Market…
- Investment Insights
Talking Heads – ‘Time to be serious about climate action financing’
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of ecosystems and natural carbon…
- Investment Insights
Talking Heads – Picking European stocks that have quality
What is the best way to actively manage an allocation to large-cap European equities? Listen to this Talking Heads podcast as Valerie Charriere details a…
- Investment Insights
Talking Heads – Ongoing tailwinds favour European financials
At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the sector now that interest rates have…
- Investment Insights
Talking Heads – Plainer sailing ahead for emerging market debt
The outlook for emerging markets is brighter than it is for developed markets when it comes to growth, inflation and public debt, Jean-Charles Sambor, Head of…
- Investment Insights
Talking Heads – Taking a closer look at climate-focused equity investing
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do good while…
- Investment Insights
Talking Heads – Peak rates or not, consider jumping the gun
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for the time when inflation-busting policy…
- Investment Insights
Talking Heads – Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors regularly on our key sustainability…
Investment InsightsUncapped impact: Plug Power and the hydrogen economy
Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the third of this series we discuss the green…
- Investment Insights
Talking Heads – Mid-year outlook: “Is it different this time?”
What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for economic growth as central banks tighten…
- Investment Insights
Talking Heads – Water, water, solutions needed everywhere
Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change. Listen to this Talking Heads…
- Investment Insights
Talking Heads – Using behavioural insights for better investment decisions
The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of phenomena in shaping market events…
- Investment Insights
Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally
Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets. Listen to this Talking Heads podcast with Derek…
- Investment Insights
Talking Heads – How and why investors are using thematic investing
Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to…
- Investment Insights
Talking Heads – Tapping private markets for the ecological transition and impact
While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide range of sources are needed to finance…
- Investment Insights
Talking Heads – Household loans, an alternative asset class that improves the mix
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio…
- Investment Insights
Talking Heads - Good times in European High-Yield Debt
Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Listen to this…
- Investment Insights
Talking Heads – Offence or defence in multi-asset portfolios?
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus…
- Investment Insights
Talking Heads – Stewardship, the power of persuasion
On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better governance and improve their financial, environmental…
- Investment Insights
Talking Heads – US equities: “It’s a great time to be a stock picker”
Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this…
- Investment Insights
Talking Heads – Secular trends shape the landscape for European equities
How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out for European companies? Listen to…
- Investment Insights
Talking Heads – Capturing normalised yields in fixed income
Now that central banks have boosted official interest rates at an unprecedented pace, the investment environment for bonds has changed completely after 15…
- Investment Insights
Talking Heads – Indian equities could outshine other EMs
Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts…