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 InsightsMarket weekly - Private debt and real assets: a resilient asset class across cycles
Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and…
Investment InsightsMarket weekly - Much too little inflation or too much inflation: which will it be?
Whatever-it-takes spending programmers by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this…
Investment InsightsMarket weekly - The case for global emerging market equities
In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris…
Investment InsightsMarket weekly - What to expect after the Great Pandemic of 2020
The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity…
Investment InsightsMarket weekly – Factor investing in equities: lessons from the COVID-19 crisis
In the recent equity market rally, exposures to factors did not perform as expected. In this podcast, we discuss the particularities of the rally and the…
Investment InsightsMarket weekly – Consumer innovators in the post-pandemic world
The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic…
Investment InsightsMarket weekly – Do you have the equity protection you need?
In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays…
Investment InsightsMarket weekly – Healthcare, an investment theme for the coming decade
Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term…
Investment InsightsMarket weekly – Riding the digital transformation with US equities
Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and…
Investment InsightsMarket weekly – Seize the opportunities with active equity strategies
After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity…
Investment InsightsMarket weekly – Fixed income – deflation, not inflation, is the main risk now
After a rollercoaster ride in April, senior investment strategist Daniel Morris and Dominick DeAlto, chief investment officer fixed income, discuss what will…
Investment InsightsMarket weekly – Chinese equities – ahead of the curve
Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior…
Investment InsightsMarket weekly – Time to add risk in multi-asset portfolios?
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the…
Investment InsightsMarket weekly - Quality will withstand volatile equity markets
Senior investment strategist Daniel Morris and Guy Davies, Chief Investment Officer active equity strategies, discuss the outlook for equity markets. Get more…
Investment InsightsMarket weekly - Sustainability and resilience in volatile markets
At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark Lewis, global head of sustainability…
Investment InsightsMarket weekly - Some calm after the storm
As a measure of calm is restored in financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and…
Investment InsightsMarket weekly - This policy response can turn the tide
After a week of unprecedented central bank interventions in financial markets, Richard Barwell, global head of macroeconomic research, and Denis Panel, chief…
Investment InsightsMarket weekly – Quality is now key
After a momentous week in financial markets, our investment specialists discuss the impact of the coronavirus on equity markets, what the recent correction…
Investment InsightsMark Lewis & Trevor Allen: transition bonds vs green bonds
Mark Lewis & Trevor Allen: transition bonds vs green bonds by BNP Paribas Asset Management Hosted on Ausha. See ausha.co/privacy-policy for more information.
Investment InsightsEP05 - Wells wires and wheels: conclusion as an investor on renewable energy vs fossil fuels
EP05 - Wells wires and wheels: conclusion as an investor on renewable energy vs fossil fuels by BNP Paribas Asset Management Hosted on Ausha. See…
Investment InsightsEP04 - Wells wires and wheels: policy makers, oil companies and the automotive industry
EP04 - Wells wires and wheels: policy makers, oil companies and the automotive industry by BNP Paribas Asset Management Hosted on Ausha. See…
Investment InsightsEP03 - Wells wires and wheels: the Impact of renewables on the European utility sector
EP03 - Wells wires and wheels: the Impact of renewables on the European utility sector by BNP Paribas Asset Management Hosted on Ausha. See…
Investment InsightsEP02 - Wells wires and wheels: benefits of electric vehicles vs combustion vehicles
EP02 - Wells wires and wheels: benefits of electric vehicles vs combustion vehicles by BNP Paribas Asset Management Hosted on Ausha. See…
Investment InsightsEP01 - Wells wires and wheels: energy return on capital invested
EP01 - Wells wires and wheels: energy return on capital invested by BNP Paribas Asset Management Hosted on Ausha. See ausha.co/privacy-policy for more…
Investment InsightsElectric vehicles in emerging markets
Electric vehicles in emerging markets by BNP Paribas Asset Management Hosted on Ausha. See ausha.co/privacy-policy for more information.
Investment InsightsArtificial intelligence: why it matters to emerging markets
Artificial intelligence: why it matters to emerging markets by BNP Paribas Asset Management Hosted on Ausha. See ausha.co/privacy-policy for more information.
Investment InsightsIs it too late to allocate to GEM equities?
Rina Jha, Senior Analyst, Global Emerging Markets Equities Hosted on Ausha. See ausha.co/privacy-policy for more information.
Investment InsightsMarket Breakfast podcast 25 September 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast podcast - 18th September 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast podcast September 11 2017
Tune in to hear our weekly global market update in under 5 minutes! You can keep up to date with the financial markets and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast 4 September 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast 21 August 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast 14 August 2017
Tune in to hear our weekly global market update. You can keep up to date with the financial markets easily and listen on the go. Hosted on Ausha. See…
Investment InsightsMarket Breakfast - 07 Aug 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast - 31 July 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - July 10 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - July 10 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - July 3 2017
Tune in to hear our weekly global market update in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - June 26 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the latest data and news in the financial markets on the go…
Investment InsightsMarket Breakfast - June 19 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - June 12 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast 5 June 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast - 8 May 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 2 May 2017
Tune in to hear our weekly global update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast - 24 April 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - 10 April 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsShould investors actively hedge their currency risk?
In this podcast, Momtchil Pojarliev, Senior Portfolio Manager for Currencies, discusses the case for active hedging. Hosted on Ausha. See…
Investment InsightsMarket Breakfast - 4 April 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 27 March 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 20 March 2017
Tune in to hear our weekly global market update in just 5 minutes! you can keep up to date with financial markets easily and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast 13 March 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - 6 March 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast - 27 February 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 20 February 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets and listen on the go. Hosted on Ausha…
Investment InsightsMarket Breakfast - 13 February 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 6 February 2017
Tune in to hear our weekly global market update in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 30 January 2017
Tune in to listen to our weekly global market update in just 5 minutes! You can keep up to date with the financial markets and listen on the go! Hosted on…
Investment InsightsMarket Breakfast 23 January 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 16 January 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…
Investment InsightsMarket Breakfast 9 January 2017
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go. Hosted on…