Shows / Talking Heads
Talking Heads
BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am Hosted on Ausha. See ausha.co/privacy-policy for more information.
Episodes
- 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…
- Talking Heads
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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- Talking Heads
Podcast com Aquiles Mosca e Daniel Morris sobre perspectivas macroeconômicas
Confira esta conversa sobre perspectivas de cenário macro entre Daniel Morris, Estrategista Chefe da BNP Paribas Asset Management e Aquiles Mosca, Head…
- 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…
- Talking Heads
Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Listen to this Talking Heads podcast with Jane Ambachtsheer, Global…
Talking HeadsUncapped 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…
- 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…