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
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…
- 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…
- 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…
- 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…
- 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…
- Talking Heads
Capturing normalised yields in fixed income
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…
- Talking Heads
Indian equities could outshine other EMs
Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a…
- Talking Heads
Making investments in infrastructure debt impactful
Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and…
- Talking Heads
Money market funds: “It is worth taking care of your cash”
In times of heightened market volatility and rising policy rates, money market funds offer investors a haven, where they can park their cash safely in…
- Talking Heads
Banks transition to a new regime
Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects of the steep rise in interest rates. In…
- Talking Heads
A silver lining for green stocks
Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture capital investments. Listen to this…
- Talking Heads
Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. Listen to this…
- Talking Heads
Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for…
- Talking Heads
US high-yield bonds, where do we go from here?
High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had a good run since the fourth quarter of…
- Talking Heads
No ‘silver bullet’ to improve food security
In recent years, food security has become a more prominent issue for consumers and governments, alongside energy security. In this Talking heads podcast…
- Talking Heads
Bold stewardship to achieve ESG objectives
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and…
- Talking Heads
The strategic case for investing in private assets
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to…
Talking HeadsWhat to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four…
- Talking Heads
Emerging market equities: it’s all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for other economies. On this…
- Talking Heads
Quantitative investing: using facts for security selection
Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the future. On this Talking heads…
- Talking Heads
There is a reasonable alternative: mortgage bonds
After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse part of the gloomy outcome of a…
- Talking Heads
Make way, greenback, it is time for the euro and the yen
In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground in 2023 as its lustre as a high-yielding hedge…
- Talking Heads
Upturn beckons for emerging market corporate bonds
We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and the wider Asian region. Listen to this Talking…
- Talking Heads
Talking heads – Why biodiversity loss matters to investors
Since biodiversity loss affects large swaths of the economy, it should be front of mind for investors. Not least because, as Adam Kanzer, head of stewardship…
- Talking Heads
Talking heads – What is happening in liability-driven investing?
Sergey Pergamentsev, head of Institutional Structured Management in the Multi Asset Quantitative and Solutions team, and co-head of the Investment Insights…
- Talking Heads
Talking heads – Bonds are back! Investment-grade credit offers yield
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior portfolio manager for European…
- Talking Heads
Talking heads – Asset allocation and the outlook for 2023
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should…
- Talking Heads
Talking heads – Be wary of wilting growth and mindful of green shoots
Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent growth stock recovery…
- Talking Heads
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
While many bond investors have felt the earth move under the feet this year as the asset class experienced the finale of a 50-year bull market, the denouement…
- Talking Heads
Talking heads – Committing to net zero as an asset manager
As part of its contribution to the low carbon energy transition, BNP Paribas Asset Management is taking action and implementing best practice, including in its…
- Talking Heads
Talking heads – Water investing can withstand an economic storm
The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate change and years of underinvestment, particularly…
- Talking Heads
Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not lose sight of the…
- Talking Heads
Talking heads – Thematic investing: looking beyond the crises
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot away from traditional 60-40…
- Talking Heads
Talking heads – As an alternative, consider a direct small lending portfolio
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio…
- Talking Heads
Talking heads – Slow-motion recession leaves equities exposed
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the effects of the encroaching recession…
- Talking Heads
Talking heads – Energy crisis response should include faster transition
It is all hands on deck to deal with the current energy crisis, even if that forces countries to use more polluting fossil fuels to meet energy needs…
- Talking Heads
Talking heads – Opportunity knocks for global loans
Senior secured corporate loans are debt instruments similar to high-yield bonds in that they are rated below investment-grade (Ba1/BB+). They differ from…
- Talking Heads
Talking heads - A grim macroeconomic outlook for Europe
The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis is hitting consumers’ pockets hard. Europe’s…
- Talking Heads
Talking heads - The shock-absorbing nature of infrastructure debt
As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes that stand out for…
- Talking Heads
Talking heads – For a yield pick-up and limited risk, choose IG credit
Base effects, lower (or less high) energy and raw materials prices and a broad economic slowdown later in the year may see eurozone inflation stabilise or…
- Talking Heads
Talking heads – Four books to read on climate change
Senior investment specialist for global equities Ramon Esteruelas briefs chief market strategist Daniel Morris on four books he has read on climate change. The…
Talking HeadsThe uncapped impact series with GreenLight Biosciences
Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against…
- Talking Heads
Talking heads – There is nothing fluffy about (investing in) the cloud
While day-to-day ‘market noise’ may feature big in many investors’ minds, it is worth mining long-term structural trends as well for opportunities. Cloud…
- Talking Heads
Talking heads – For defensive and attractive, choose real estate debt
Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. They discuss the…
- Talking Heads
Talking heads – There is resilience in asset-backed securities
Listen to this Talking heads podcast with senior portfolio managers David Favier and Olivier Boutoille and Daniel Morris, chief market strategist. They firstly…
- Talking Heads
Talking heads – Solutions to improve food security
Food security has shot to the top of the agenda for governments and economists, but also investors. The war in Ukraine has highlighted the fragility of…
- Talking Heads
Talking heads – Getting to grips with sustainability regulations
The rapid growth in sustainability investing in recent decades has bolstered the need for greater transparency as investors increasingly want to know where and…
- Talking Heads
Talking heads – Shortlisting listed real estate
In an investment environment laden with challenges from rising interest rates to a possible global slowdown, listed real estate comes with advantageous…
- Talking Heads
Talking heads - ESG investing and the role of the ‘S’ in company performance
Investing with a view to a sustainable future has often focused on environmental and governance issues – the ‘E’ and ‘G’ of ESG. However, the path towards a…
- Talking Heads
Talking heads – Maintaining course through volatility in disruptive technology
Disruption of supply chains is just one factor investors in new technologies currently have to contend with. A fundamental reevaluation of the outlook for US…
- Talking Heads
Talking heads – Introducing private equity impact investing
Private equity impact investing offers investors access to an attractive asset class that can help diversify a portfolio and earn attractive returns. In…
- Talking Heads
Talking heads – US small caps – Fortune favours the bold
US small-cap stocks are trading near 10-year lows on various metrics, which disregards their typical resilience in periods of rising interest rates and slower…
- Talking Heads
Talking heads - China to deliver on growth in 2022
In early March, Chinese policymakers announced economic growth of around 5.5% would be targeted for 2022. Since then, a number of headwinds have led to doubts…
- Talking Heads
Talking heads – Look for value in the value style
Value investing remains a worthwhile approach, even after an extended period of underperformance. A rebound has now set in that looks sustainable. Rising…
- Talking Heads
Talking heads - A new foreign exchange regime?
Foreign exchange (FX) markets can be viewed as a derivative asset in that they tend to be driven by volatility in other asset markets. Since 2015, most of the…
- Talking Heads
Talking heads - The inflation revival
Inflation has bounced back vigorously from its pandemic-era lows: The headline rate for the US consumer price index has reached a 40-year high, while in the…
- Talking Heads
Talking heads – Putting cash to work in volatile markets
To help multi-asset portfolios cope with the geopolitical shock of Russia’s invasion of Ukraine, a move into cash can be useful. At BNP Paribas Asset…
- Talking Heads
Talking heads – Geopolitical storm tugs at fixed income moorings
Global bond markets already faced challenging times before the conflict in Ukraine, but they at least had a clear expectation to work with: the prospect of…
- Talking Heads
Talking heads – Three questions on geopolitical upheaval and equity investing
Global markets have seen wide swings as concerns over tighter supplies and crimped trade in the wake of Russia’s invasion of Ukraine caused investors to head…
- Talking Heads
Talking heads – Testing times for corporate bonds
Heightened market volatility and uncertainty over the pace at which the ECB will unwind its bond purchases are the main tests investors in European corporate…