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
Market weekly – Carbon neutrality is achievable by 2050
The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing…
- Talking Heads
Market weekly – Infrastructure debt for the long run
Developing infrastructure assets, that is the physical structures and networks providing essential services, will be key in building the post-COVID-19 economy…
- Talking Heads
Market weekly – Still room for positive yields in USD, GBP money markets
Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns…
- Talking Heads
Market weekly - Reducing the risk of digital inequality
The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in…
- Talking Heads
Market weekly – US small caps stand to expand their lead on large caps
Stimulus measures, a bounce for the economy and attractive valuations have converged to brighten the prospects for US small caps, says Pamela Woo, head of US…
- Talking Heads
Market weekly - Fintech in emerging markets equals access to financial services and more
Fintech - smart phones, digital payments, e-commerce - is facilitating financial inclusion in emerging markets, boosting economies and local labour markets Get…
- Talking Heads
Market weekly – Fixed income is now a bond picker’s market
Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures…
- Talking Heads
Market weekly – The environment, an extraordinary investment opportunity
Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon…
- Talking Heads
Market 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…
- Talking Heads
Market weekly – Much too little inflation or too much inflation: which will it be?
Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market weekly – Factor investing in equities: lessons from the COVID-19 crisis
Our multi-factor equity strategy seeks to tilt portfolios towards value, quality, low volatility and momentum stocks. During the recent rally in developed…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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 and beyond?…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…
- Talking Heads
Market 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…