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
Talking heads – Health and climate concerns drive water segment demand
Investing in water-related stocks means tapping into a multi-decade opportunity for growth and innovation. Demand in this segment stretches across the breadth…
- Talking Heads
Talking heads – Building back stability in Chinese equities
Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings expectations and…
- Talking Heads
Talking heads – Emerging market debt: Don’t look the other way
In a contrarian call, our emerging market debt team sees appealing opportunities in EM bonds. Specifically in those markets where inflation is likely to peak…
Talking HeadsUncapped impact: Sunnova and the energy transition
Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the first of this series we speak to John…
- Talking Heads
Talking heads – Looking for direction as Fed pivots
The prospect of a momentous pivot in US monetary policy with gradual withdrawal of the generous provision of liquidity has left markets pondering over…
- Talking Heads
Talking heads – Financing sustainable development
To tackle poverty, climate change and improved access to, for example, education, central banks and governments need to rethink fiscal policy and the impact of…
- Talking Heads
Talking heads – “A lot of value to be had” in multi-sector fixed income
At first sight, tighter US monetary policy and stubbornly high US inflation does not seem an ideal mix for bonds. There’s a lot more to it than that, argues…
Talking HeadsTalking heads – Full valuations make 2022 a challenging year
The set-up for financial markets is more challenging in 2022, especially for core government bonds and fully valued equities, given the prospect of higher…
Talking HeadsMarket weekly – Emerging markets head into 2022 in better shape
Stronger economic fundamentals and vaccination progress mean the 2022 outlook for Asian equities, and more broadly global emerging market equities, is rosier…
- Talking Heads
Market weekly – Investors will need to ‘shoot the rapids’ in 2022
Leaving behind a momentous year marked by new phases of the pandemic and by sputtering efforts to re-start the global economy, we look ahead to 2022. Can we…
- Talking Heads
Market weekly – A portfolio-level COP26 scorecard
The recent UN climate change conference in Glasgow has if anything brought a broader focus on environmental issues and added to the growing awareness and…
- Talking Heads
Market weekly – Climate change: It is adapt or…
The results of the recent COP26 climate change conference fall into the glass half full, glass half empty category. The onus now is on greater efforts to adapt…
- Talking Heads
Market weekly – Emerging markets set to surface from tough year
It has been a challenging year for investors in emerging markets – equities have lagged their developed market counterparts, EM debt has delivered a mixed…
- Talking Heads
Market weekly – Addressing the challenges institutional investors face
Confronted with low, but rising rates and frothy equity valuations, large investors are having to look elsewhere for investments offering both attractive…
- Talking Heads
Market weekly - The why and how of thematic invest
Globalisation, regulation and deregulation, digitalisation and innovation are playing an important role in reshaping economies, sectors and industries and…
- Talking Heads
Market weekly – Unlocking the value in fixed income
At first glance, bond markets these days may look like deserts – there is little or no yield on offer with large patches appearing barren or even offering only…
- Talking Heads
Market weekly – Confidence in storm-hit China should return
Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may or may not be condoned by Beijing, to…
- Talking Heads
Market weekly – Convertible bonds: multi-functional and flexible capital
Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with bond-like protection…
- Talking Heads
Market weekly – US stocks pause after winning streak
The S&P 500 stock index ended September down by 4.8%, its first monthly drop since January and the largest fall since March 2020. Vincent Nichols, investment…
- Talking Heads
Market weekly – Transforming tech: Innovation and regulation
At the centre of a pandemic-induced boom, stern regulation efforts and forays into new turf, the technology sector is making almost daily headlines and…
- Talking Heads
Market weekly – Private debt stands out amid the uncertainty
Uncertainty over the macroeconomic landscape and the outlook for monetary policy currently combine with an awareness among investors that by many measures…
- Talking Heads
Market weekly – Pandemic leaves consumers smarter about their food
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and…
- Talking Heads
Market weekly - Focusing on the ‘S’ – What is in it for investors?
It is a win-win for companies to target the social aspects of doing business, next to environmental responsibility and proper governance, and it can be so for…
- Talking Heads
Market weekly – Fixed income: 2021 reflation trade, where art thou?
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were perhaps not transitory after…
- Talking Heads
Market Weekly: Infra debt: Investing in the backbone
While many parts of the economy had to shut down as the coronavirus pandemic raged, the lights stayed on, water flowed from taps and internet connections…
- Talking Heads
Market weekly: Ecosystem restoration: Why should investors be interested?
Addressing ecosystem restoration is just as pressing as tackling CO2 emissions and can generate billions of dollars of investment opportunities, as Ulrik…
- Talking Heads
Market weekly: There is more to emerging market equities
Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that include…
- Talking Heads
Market weekly – Corporate bonds: Resilience amid rising inflation
Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually…
- Talking Heads
Market weekly – Asia: A good place to change climate change
On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately…
- Talking Heads
Market weekly – European equities: About to catch up
Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as the economic recovery broadens and…
- Talking Heads
Market weekly – Biodiversity: Why nature loss matters
Climate change and pollution are among the factors reducing biodiversity. The result is considerable damage to society and the economy. Robert-Alexandre…
- Talking Heads
Market weekly – Risk-on to rock on in second half
The economic recovery should broaden into a synchronised global upturn in the course of the second half of this year, favouring risky assets including…
- Talking Heads
Market weekly – Recovery and structural shifts signal inflation ahead in the US
Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink of a secular shift away from the…
- Talking Heads
Market weekly – Why invest in inclusive growth?
Being open to an inclusive growth approach goes hand in hand with a focus on long-term performance and contributes to a better climate for doing business and…
- Talking Heads
Market weekly – Creation and disruption in healthcare
Long-term growth trends and innovation continue to create demand for healthcare at a rate that exceeds the pace of economic growth. Jon Stephenson, portfolio…
- Talking Heads
Market weekly – Four questions on green bonds
Green bonds have grown and matured as a fixed-income segment over the past decade. The need for climate action has spurred a raft of green projects and…
- Talking Heads
Market weekly – Time for US bond investors to shift to greater flexibility
The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery appears to be entrenched. Ken…
- Talking Heads
Market weekly – Strong fundamentals underpin Asian equities
Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and improved relations with China, and the…
- Talking Heads
Market weekly – The technologies contributing to net zero
Eliminating carbon dioxide emissions over the coming decades will require multi-billion dollar investments, as well as a wide range of efforts to reduce energy…
- Talking Heads
Market weekly – Factor-based investing: it works for corporate bonds too!
Applying factors when selecting corporate bonds for investment helps build a portfolio with a performance that can be shown to be resilient when markets face…
- Talking Heads
Market weekly – What is fixed income for? Absolute return
Bond investors may well need to change tack as they navigate a positive outlook for economic growth and the implications that currently has for fixed income…
- Talking Heads
Market weekly – Fresh impetus to ESG investing
The pandemic has led to greater awareness of environmental, social and governance (ESG) issues, both in a personal and business sense. This has reinforced the…
- Talking Heads
Market weekly – Looking for pockets of value in high-yield bonds
Massive financial support from governments and central banks during the lockdowns in 2020 underpinned valuations for European high-yield bonds. The secret to…
- Talking Heads
Market weekly – Which way for carbon and offshore wind pricing in the energy transition?
Market mechanisms can play an important role in managing the energy transition. In two markets, recent developments have signalled potential shifts: carbon…
- Talking Heads
Market weekly – A true alternative: private debt and real assets
Markets in private debt and real assets offer investors potential for meaningfully positive returns with diversification. David Bouchoucha, head of private…
- Talking Heads
Market Weekly - Climate change, a critical issue for our time
The pandemic has underscored existential problems, climate change in particular. This is spurring a wave of awareness, ambitious projects and investments in…
- Talking Heads
Market weekly – Spend, spend, but no inflation in sight
US government spending to help the economy cope with the dire consequences of COVID-19 looks set to reach record peacetime levels, but absent a boost to…
- Talking Heads
Market weekly – Equities’ dashboard signals another good run
Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies…
- Talking Heads
Market weekly – Water, water, everywhere – and in your portfolio?
A finite resource in ever growing demand, water represents a durable growth area in both developed markets suffering from underinvestment and emerging markets…
- Talking Heads
Market weekly – Eurozone interest rates are near the bottom
Eurozone interest rates are “at the floor” of the short end of the government bond yield curve, pushing investors towards the longer end as they seek areas in…
- Talking Heads
Market weekly - Multi-factor equity investing - Turning the corner after a difficult 2020
Underperformance of multi-factor equity investing in 2020 has led some investors to question the strategy. Raul Leote de Carvalho, deputy head of our…
- Talking Heads
Market weekly – What we expect for 2021
How can investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery? Can we solve the climate crisis at the same time as…
- Talking Heads
Market weekly - Opportunities in Chinese fixed income
A combination of factors is leading global bond investors towards the Chinese bond market. Jean-Charles Sambor, head of emerging market debt, and Daniel…
- Talking Heads
Market weekly – Embark on the engine of growth with Asian equities
Asian equities have come through the pandemic standing tall and the prospects are for a continued strong run as household wealth rises and economies grow…
- Talking Heads
Market weekly – “It’s the virus, stupid”
The main factor determining the US economic outlook has been and will be the course of the pandemic, with the incoming administration’s ability to deal with…
- Talking Heads
Market weekly – Greener becomes prominent on food investing menu
Changing awareness is driving a shift in consumers’ relationship with food, limiting their appetite for animal products and boosting their interest in the…
- Talking Heads
Market weekly – US MBS: a solid foundation and more
US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable bonds…
- Talking Heads
Market weekly - Chinese equities are go
China’s stocks appear to have left boom and bust behind. After outpacing major markets since a COVID-induced dip, Chinese equity markets are on a much better…
- Talking Heads
Market weekly – US election: four more years or a new course?
Some three weeks ahead of the US presidential election, it is time to assess the latest polls and the implications for economic policy and financial markets of…
- Talking Heads
Market weekly – Looking under the hood of disruptive technology
The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much…