Investment Insights (BNP Paribas Asset Management)
Explore every episode of Investment Insights
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 30 Oct 2023 | Talking Heads – The sun has risen for Japanese small caps | 00:09:51 | |
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 to this Talking Heads podcast with Sean Park, Investment Specialist, and Junki Okamoto, Deputy Portfolio Manager. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 28 May 2024 | Talking Heads – Adding a string to your bow with absolute return fixed income | 00:12:40 | |
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 strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields.Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our absolute return fixed income team. He tells Andrew Craig, Co-head of the Investment Insights Centre, that appealing features of this approach also include its focus on capital preservation and benefiting from value differences between regions, countries and markets, even if yields are moving higher. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Apr 2023 | Talking Heads – Money market funds: “It is worth taking care of your cash” | 00:10:29 | |
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 strategies offering liquidity and capital preservation, explains Marc Fleury, Head of Liquidity Solutions. On this Talking Heads podcast, Marc tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 08 Oct 2024 | Talking Heads – Green and social bonds: a fully grown market | 00:08:16 | |
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and social bonds. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 05 Mar 2024 | Talking Heads – Is it ouch or aye for the environment as AI booms? | 00:11:29 | |
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 on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our Environmental Strategy Group. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Oct 2022 | Talking heads – As an alternative, consider a direct small lending portfolio | 00:14:37 | |
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio diversification and attractive returns might want to consider a relatively young and little known asset class: direct small lending. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 08 Nov 2022 | Talking heads – Committing to net zero as an asset manager | 00:09:35 | |
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 investment strategies. This includes working with clients on decarbonisation and setting internal targets to progressively increase the share of assets under management aligned with net zero greenhouse gas emissions. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 19 Jun 2023 | Talking Heads – How and why investors are using thematic investing | 00:15:20 | |
Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to opt for thematic investing strategies, alongside diversification and risk reduction. On this Talking Heads podcast, Mark Buckley, Head of Investment Management at Coalition Greenwich, and Chief Market Strategist Daniel Morris discuss the second thematic investing research report published by BNP Paribas Asset Management and BNP Paribas Corporate & Institutional Banking in partnership with Coalition Greenwich.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 07 May 2024 | Talking Heads – Indian equities on a roll | 00:08:21 | |
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian assets towards equities should underpin the market. Potential risk factors to monitor include rises in energy prices and/or interest rates. Both of which could throw the economy off course. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 14 Jan 2025 | Talking Heads – Introducing private credit to a wider audience | 00:08:05 | |
Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this episode. Stephane Blanchoz, Head of Alternative Solutions, and Andrew Craig, Co-head of Investment Insights Centre, discuss the mature US market and the opportunity-rich European market for private credit. They also go into the benefits of investing through an asset manager and the outlook for 2025. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 22 Jan 2024 | Talking Heads – The newly found appeal of bonds in longer-term asset allocations | 00:11:25 | |
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 years of ultra-low interest rates.Listen to this Talking Heads podcast with Sergey Pergamentsev, Head of Structured Management, as he discusses longer-term multi-asset investing with Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 12 Feb 2024 | Talking Heads – A more nuanced look at Chinese equities | 00:08:46 | |
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 opportunities. So David Choa, Head of Greater China Equities, tells Daniel Morris, Chief Market Strategist, on our weekly Talking Heads podcast. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 19 Feb 2024 | Talking Heads – Consider the ‘cushion’ of US investment-grade bonds | 00:13:19 | |
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 backdrop, lower interest rates, and robust demand. Yrieix de James, US Investment Grade Portfolio Manager, tells Chief Market Strategist Daniel Morris on this week’s Talking Heads podcast why this is the case. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 30 Jan 2025 | Talking Heads – Asia electrifies! | 00:12:16 | |
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of AI and the resulting structural change of power market dynamics will be felt across Asia. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 06 Mar 2025 | Talking Heads - US small caps: looking beyond the near-term uncertainties | 00:10:02 | |
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 18 Dec 2023 | Talking Heads – There is more to come from Investment-Grade credit | 00:07:53 | |
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 likely be one of the key drivers, potentially paving the way to returns of 6-6.5% in 2024, argues Victoria Whitehead, Head of Investment-Grade Credit, on this Talking Heads podcast with Daniel Morris, Chief Market Strategist.Continued inflows reflecting a search for yield among investors aligned with the prospect of companies issuing fewer bonds due to fewer merger and acquisition deals bode well for the segment in 2024. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 17 Jul 2023 | Talking Heads – Mid-year outlook: “Is it different this time?” | 00:16:30 | |
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 monetary policy? Is recession inevitable? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Andrew Craig, Co-head of the Investment Insights Centre.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 17 Oct 2022 | Talking heads – Flies in the ‘green’ ointment? Take a longer-term view | 00:12:38 | |
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 longer-term potential of areas such as solar and green hydrogen, Edward Lees, co-head of the Environmental Strategies Group, tells chief market strategist Daniel Morris on our weekly Talking heads podcast. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 05 Dec 2022 | Talking heads – What is happening in liability-driven investing? | 00:13:19 | |
Sergey Pergamentsev, head of Institutional Structured Management in the Multi Asset Quantitative and Solutions team, and co-head of the Investment Insights Centre Andrew Craig discuss recent developments in liability-driven investing (LDI), a strategy institutional investors such as pension funds use to match investments and future liabilities. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 16 Oct 2023 | Talking Heads – Seeing the worth of the forest for the trees | 00:11:50 | |
For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an attractive source of stable yields. Listen to our podcast with Otto Reventlow, CEO, and Asger Strange Olesen, Director ESG Climate and Biodiversity, at BNPP AM majority-owned International Woodland Company.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 04 Sep 2024 | Talking Heads – Inequality: why does it matter for investors? | 00:07:24 | |
Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting productivity and well-being. As such, it can make a crucial contribution to a healthy society and stable economy. Equality Lead and ESG Analyst Sindhu Janakiram discusses these issues with Chief Market Strategist Daniel Morris. Static categories of winners and losers stand in the way of equal opportunity and social mobility. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 22 Nov 2022 | Talking heads – Asset allocation and the outlook for 2023 | 00:06:27 | |
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world? Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 15 Jan 2024 | Talking Heads – Presenting our new Global Sustainability Strategy 2023-2025 | 00:16:00 | |
We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation of sustainability across our organisation. In this podcast, Jane Ambachtsheer, Global Head of Sustainability, presents our Global Sustainablity Strategy 2023-2025. She discusses with Andrew Craig, Co-head of the Investment Insights Centre, how recent developments in sustainability-related investing are reflected in the evolution of our strategy. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 09 Jul 2024 | Talking Heads – Will election results upend climate policies? | 00:09:11 | |
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 changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part, Alex Bernhardt, Global Head of Sustainability Research, tells Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 04 Dec 2023 | Talking Heads – New realities for investors in 2024 | 00:11:40 | |
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 2024 Investment Outlook “Stepping into a new reality.” The outlook covers the shift in the macroeconomic setting that investors can look forward to and what this means for asset allocation.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 17 Apr 2023 | Talking Heads – Indian equities could outshine other EMs | 00:13:56 | |
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 to strengthen its infrastructure and wean it off its dependence on oil and gas imports. 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 selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 05 Jun 2023 | Talking Heads – Household loans, an alternative asset class that improves the mix | 00:12:18 | |
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio diversification and attractive returns could well consider a relatively young, little-known, but high-quality asset class: household loans. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Andrew Craig on this Talking Heads podcast. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 19 Aug 2024 | Talking Heads – How to have an impact with investments | 00:09:23 | |
In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns. They cover the three ingredients of impact investing – intentionality, additionality, and impact management and measurement – and talk about how investors can design and implement their impact strategies. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 21 Nov 2022 | Talking heads – Be wary of wilting growth and mindful of green shoots | 00:11:16 | |
Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent growth stock recovery, offset by the downdraft of recessionary risk. Investors with a longer-term view should stay focused on the tailwinds and enduring drivers of demand including regulatory and legislative support. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 08 Jan 2025 | Talking Heads – Where might markets go?’ | 00:06:53 | |
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outlook – Opportunities in a volatile world. They discuss US Treasury and corporate bonds, US, European and emerging market equities, and – a barbarous relic – gold. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Jul 2023 | Talking Heads – Using behavioural insights for better investment decisions | 00:09:21 | |
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. Listen to this Talking Heads podcast with Aquiles Mosca, Head of Sales, Marketing & Digital at BNP Paribas Asset Management Brazil and a behavioural finance teacher, and Daniel Morris, Chief Market Strategist. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 10 Jul 2023 | Talking Heads – Water, water, solutions needed everywhere | 00:13:18 | |
Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change. Listen to this Talking Heads podcast with Justin who gives Andrew Craig, Co-head of the Investment Insights Centre, examples of climate-related water scarcity and abundance issues. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 04 Jun 2024 | Talking Heads – Springtime for the eurozone economy | 00:11:01 | |
As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges loom: weak European competitiveness, geopolitical headwinds, productivity issues, and restrictive central bank monetary policy. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 02 May 2023 | Talking Heads – Secular trends shape the landscape for European equities | 00:14:41 | |
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 this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Steve Sherman, Senior Portfolio Manager, European Equities. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Jan 2024 | Talking Heads – Household loans, an alternative asset class for 2024 | 00:12:48 | |
The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Daniel Morris in this Talking Heads podcast. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 20 Sep 2024 | Talking Heads - Our 2024 Thematics Barometer | 00:10:34 | |
How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Management with Coalition Greenwich, and Andrew Craig, Co-Head of the Investment Insights Centre. To read the full report, visit our 2024 Thematics Barometer page. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 18 Sep 2023 | Talking Heads – Picking European stocks that have quality | 00:16:07 | |
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 broad-ranging assessment of the fundamentals that matter to her team, such as the structure of the industry a company operates in and competitive advantages in terms of, for example, scale or technology.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 10 Oct 2022 | Talking heads – Thematic investing: looking beyond the crises | 00:12:21 | |
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 portfolios to a broad and diversified set of opportunities that can create market-beating returns spanning several generations. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Apr 2023 | Talking Heads – Making investments in infrastructure debt impactful | 00:13:14 | |
Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and obvious green infrastructure assets such as solar plants. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, Investment Director for Infrastructure Debt Stephanie Passet and ESG Specialist and Lead on Private Assets Maxence Foucault discuss the ins and outs of sustainable investing in infrastructure debt[1] in an environment where definitions are still being finetuned and the regulatory framework continues to evolve. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 27 Feb 2023 | Talking heads – No ‘silver bullet’ to improve food security | 00:15:21 | |
In recent years, food security has become a more prominent issue for consumers and governments, alongside energy security. In this Talking heads podcast, Portfolio Manager Agne Rackauskaite and Chief Market Strategist Daniel Morris discuss responses to the food security question. They include a rise in food protectionism in the form of export restrictions, near-shoring and re-shoring, government investment in agri-tech and the need for incentives to reduce supply chain losses and food waste. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 24 Jul 2023 | Talking Heads – Where do we stand on sustainability? | 00:13:42 | |
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors regularly on our key sustainability objectives. These include the integration of Environmental, Social and Governance (ESG) considerations into our investments, the alignment of our investments with net zero goals by 2050 and conducting business responsibly as an asset manager. Listen to this Talking Heads podcast with Jane Ambachtsheer, Global Head of Sustainability, and Andy Craig, Co-head of the Investment Insights Centre, as they discuss our annual Sustainability Report - Towards a sustainable transition. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Apr 2025 | Talking Heads – Thinking about diversification? Try asset-backed securities | 00:07:29 | |
European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 20 Jul 2023 | Uncapped impact: Plug Power and the hydrogen economy | 00:32:31 | |
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 hydrogen economy, its future applications and the wide-ranging potential of hydrogen with Andy Marsh, President and CEO of Plug Power, a global end-to-end green hydrogen provider. Is there more to the clean hydrogen ecosystem than mere hype? He thinks so, but don’t take our word for it.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 26 Feb 2024 | Talking Heads – Looking to Turkey for some investing delight | 00:09:43 | |
Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, discusses Turkey’s prospects with Huseyin Akar at TEB Asset Management, a BNP Paribas Asset Management subsidiary. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Apr 2025 | Talking Heads – Tariff turmoil clouds Europe’s economic outlook | 00:07:46 | |
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 27 Nov 2023 | Talking Heads – Investment opportunities in Asian environmental markets | 00:11:45 | |
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 podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 08 Apr 2025 | Talking Heads – The case for long-short convertibles in volatile times | 00:06:56 | |
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 31 Oct 2022 | Talking heads – Water investing can withstand an economic storm | 00:12:17 | |
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 in water infrastructure. This focus should have a direct positive impact on companies providing water solutions, Justin Winter, water strategy co-manager, tells Andrew Craig, co-head of the investment insights centre. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 22 Oct 2024 | Talking Heads – Systematic investing - Bigger, stronger, faster | 00:08:41 | |
Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the advantages of quantitative investing as a source of diverse elements of performance. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 16 Oct 2024 | Talking Heads – Assessing turning points in the equity outlook | 00:10:20 | |
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity update. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Mar 2025 | Talking Heads – Time to unearth value stocks and diversify | 00:07:51 | |
Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 12 Sep 2023 | Talking Heads – Ongoing tailwinds favour European financials | 00:15:02 | |
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 normalised? Jeroen Knol, portfolio manager for European Equities and a European Financials specialist, discusses perspectives with Chief Market Strategist Daniel Morris in this Talking Heads podcast. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Jun 2024 | Talking Heads – Short maturity European high-yield bonds: a promising blend | 00:17:27 | |
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, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager. Among the topics their discussion covers are the merits of a short duration approach and the sectors whose prospects appear favourable. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 31 Jul 2023 | Talking Heads – Peak rates or not, consider jumping the gun | 00:15:31 | |
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 tightening ends and slowing growth and an uptick in unemployment spur the Fed into taking rates back down to a less restrictive level. Listen to this Talking Heads podcast with Ken O’Donnell, Head of Short Duration, as he sets out the outlook for the US economy and the path of interest rates for Daniel Morris, Chief Market Strategist.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Oct 2024 | Talking Heads – European small caps to outdo large caps | 00:08:06 | |
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting includes earnings per share growth ahead of that of large caps, attractive valuations and potential for dividend growth. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 31 Jul 2024 | Talking Heads – AI investment: the mega-caps ‘arms race’ is on | 00:12:40 | |
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 expanding market for artificial intelligence-related products and services. Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel Morris survey the AI landscape and tackle the questions that matter for investors. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 09 Jan 2023 | Talking Heads - Upturn beckons for emerging market corporate bonds | 00:13:59 | |
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 heads podcast with Alaa Bushehri, head of emerging market credit, as she tells chief market strategist Daniel Morris that her highest convictions include China real estate, Indian renewables, Macau and selected South Korea sectors. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 06 Feb 2023 | Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer | 00:10:39 | |
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 podcast, Zhikai Chen, head of emerging market equities, tells chief market strategist Daniel Morris that nearer neighbours such as Thailand should benefit from more tourism. The new focus on fueling growth should be good news for energy and materials exporters. In China itself, consumption should take over from fixed asset investment as the main growth driver. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 09 Feb 2023 | What to look for when allocating assets in 2023 | 00:08:43 | |
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 key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 11 Dec 2023 | Talking Heads – A race between the ECB and the Fed? | 00:08:55 | |
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 Foreign Exchange, and Daniel Morris, Chief Market Strategist, discuss the prospects for the main developed market currencies in this environment. On this Talking Heads podcast, John highlights the likelihood of the US dollar weakening, especially against the Japanese yen, as markets anticipate changes in interest rate differentials. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 20 Nov 2024 | Talking Heads – Unpicking the results of the US election | 00:07:28 | |
What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 28 Nov 2022 | Talking heads – Bonds are back! Investment-grade credit offers yield | 00:06:13 | |
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 23 Oct 2023 | Talking Heads – Standing tall: US small caps | 00:14:11 | |
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 Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 30 May 2023 | Talking Heads - Good times in European High-Yield Debt | 00:14:13 | |
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 podcast with Olivier Monnoyeur, Head of High-Yield Debt and Chief Market Strategist Daniel Morris as they discuss positioning in European high-yield debt to meet the challenges ahead.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 29 Mar 2023 | Talking heads – Banks transition to a new regime | 00:12:48 | |
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 this special edition of our Talking heads podcast, chief market strategist Daniel Morris asks Séverine Piquet, head of credit research, for her assessment of the developments in the financial sector. She points to the kneejerk anxiety in markets and underlines the importance of the ‘measured backstop’ provided by the authorities. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 26 Sep 2022 | Talking heads – Slow-motion recession leaves equities exposed | 00:12:27 | |
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. This leaves markets vulnerable to a downside correction once the message sinks in. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 10 Sep 2024 | Talking Heads - Emerging market debt: Further to go after a strong run | 00:08:47 | |
Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head of the Investment Insights Centre. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 26 Jun 2023 | Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally | 00:13:39 | |
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 Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and play. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 07 Aug 2024 | Caution after the market sell-off | 00:08:41 | |
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 what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 13 Mar 2023 | Talking heads – Sheltering from volatility with real estate debt | 00:11:41 | |
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 a harbour in real estate debt. Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. Their topics include fundamental characteristics of real estate debt such as its role as an inflation hedge – through the floating rate coupons on the debt – and the predictability of cash flows resulting from the structure of leases. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 13 Feb 2025 | Talking Heads – Broadening perspectives on the outlook for sustainability | 00:07:55 | |
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Alex tells Chief Market Strategist Daniel Morris that talk of the end of sustainable investing is premature: New solutions will be developed and existing processes refined. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 24 Apr 2023 | Talking Heads – Capturing normalised yields in fixed income | 00:09:23 | |
Now that central banks have boosted official interest rates at an unprecedented pace, the investment environment for bonds has changed completely after 15 years of low to no yields. Listen to this Talking Heads podcast with Olivier De Larouziere, Chief Investment Officer for Global Fixed Income. He tells Andrew Craig, Co-Head of the Investment Insights Centre, the focus is now on capturing the normalised yields, especially given the possibility that central banks will halt their policy tightening in the face of recession, even if inflation does not return to their targets. He sees opportunities in money market funds, but also in investment-grade corporate bonds. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 27 Mar 2024 | Talking Heads – US stocks: small is also beautiful | 00:13:25 | |
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, Co-head of the Investment Insight Centre, on this Talking Heads podcast. He notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 17 Dec 2024 | Talking Heads – Understanding Active ETFs | 00:10:06 | |
What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs? Why are they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Craig, Co-head of the Investment Insights Centre. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 09 Oct 2023 | Talking Heads – ETF investing – Adjusting to the new rates regime | 00:13:03 | |
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 low interest rates. Investors can lock in higher yields using a low-cost instrument such as an ETF, as Lorraine Sereyjol-Garros, Head of ETF Sales, explains to Chief Market Strategist Daniel Morris.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 20 Feb 2023 | Talking heads – Bold stewardship to achieve ESG objectives | 00:11:54 | |
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and governance objectives. Listen to this Talking heads podcast with Jane Ho, head of stewardship at BNP Paribas Asset Management for the Asia Pacific region (APAC), and chief market strategist Daniel Morris as they discuss the evolving role of our stewardship in Asia. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 30 Jan 2023 | Talking Heads - Quantitative investing: using facts for security selection | 00:18:14 | |
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 podcast, senior quantitative analyst Frederic Abergel discusses the basics with chief market strategist Daniel Morris. They then go into how risks are managed in a portfolio and discuss three ways of measuring the performance of a multifactor portfolio. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 05 Feb 2024 | Talking Heads – It is ‘more of the same’ for European high-yield bonds | 00:11:49 | |
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 falling market interest rates and an excess of investor demand amid relatively limited supply, argues Olivier Monnoyeur, Global Head of High Yield, on this Talking Heads podcast. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Please note that podcasts from BNP Paribas Asset Management may contain technical language. For this reason, they may not be suitable for listeners without professional investment experience. Any views expressed here are those of the speakers as of the date of publication, are based on available information, and are subject to change without notice. This podcast does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 26 Sep 2024 | Talking Heads - Opportunities in US healthcare stocks | 00:14:56 | |
Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon talks about the opportunities he sees arising from healthcare innovation. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 14 Nov 2022 | Talking heads – Carry is king after ‘annus horribilis’ in fixed income | 00:15:25 | |
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 has not stripped them of opportunities, Arnaud-Guilhem Lamy, head of euro aggregate bond management strategies, tells chief market strategist Daniel Morris. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 29 Aug 2023 | Talking Heads – Taking a closer look at climate-focused equity investing | 00:11:04 | |
Within the thematic investing approach, climate-focused strategies allow investors to invest in companies with a climate-friendly strategy and so do good while earning a return. Such strategies can enable them to manage future (climate) risk, benefit from long-term opportunities and leverage strong support from regulators and policymakers in the fight against climate change. Listen to this Talking Heads podcast with Martina Jung, Portfolio Manager for European Equities, and Daniel Morris, Chief Market Strategist. They discuss developments since the 2015 Paris Agreement and ways to implement sustainability-related criteria in stock selection and portfolio construction. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 16 Jan 2023 | Talking Heads - Make way, greenback, it is time for the euro and the yen | 00:07:59 | |
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 fades. Listen to this Talking heads podcast with John Bradley, head of foreign exchange, and chief market strategist Daniel Morris as they discuss the dollar’s sizeable correction in recent months and the likelihood that currency markets will see more interest in non-dollar cross rates. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 04 Sep 2023 | Talking Heads – Plainer sailing ahead for emerging market debt | 00:13:37 | |
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 Emerging Market Debt, tells Daniel Morris, Chief Market Strategist, on our latest Talking Heads podcast. While China may look like the exception now, increasingly firm support from Beijing should trigger a rebound in the next few quarters from the problems of deflation and property market weakness plaguing the economy today. Compared to China, India is likely to see much stronger growth and contained inflation, while improved policies should allow Turkey to do better than it did last year. On hard currency debt, spreads over US Treasuries are likely to narrow, leaving EM high-yield bonds in particular with scope for outsized returns. Local currency debt is at a turning point as it looks set to reverse last year’s US-dollar-related weakness given the potential for EM central banks to cut policy rates this year and next. As for risks, JC says they were largely priced in during last year’s “perfect storm”. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 21 Nov 2023 | Talking Heads – Listed equities and the shift to a sustainable economy | 00:14:32 | |
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 the Investment Insight Centre, talks to Hubert Aarts, Deputy Chief Investment Officer for listed equities and Senior Portfolio Manager at Impax Asset Management, about the outlook and the opportunities in areas from renewable energy, environmentally friendly buildings and green transportation to sustainable housing and offices. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 09 Apr 2024 | Talking Heads – Investing in global equities with a net zero tilt | 00:07:28 | |
Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies progressing towards net zero emissions from their business. An active, diversification-minded approach to evaluating a company's efforts takes into account factors including actual or likely alignment with a future low-carbon economy as well as social risk and inequality. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 27 Aug 2024 | Talking Heads – How to lock attractive interest rates for fixed periods | 00:05:23 | |
In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a mutual fund or an exchange-traded fund (ETF), are timely in that short-term interest rates have now peaked, and leading central banks are beginning to lower them now that economies have plateaued and inflationary pressures in job markets are wearing off. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 12 Mar 2024 | Talking Heads – Offering tailored support and advice on sustainable investment solutions | 00:15:36 | |
Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of Portfolio Design on the Solutions team, set out their stall for Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 13 Feb 2023 | Talking heads – The strategic case for investing in private assets | 00:13:55 | |
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 generate attractive investment returns, the search is on for alternatives. Listen to this Talking heads podcast with David Bouchoucha, head of private assets, and chief market strategist Daniel Morris as they discuss the strategic case for investing in private assets. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 02 Jul 2024 | Talking Heads – Natural capital: the multiple merits of managed sustainable forestry | 00:12:04 | |
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 Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Investment Insights Centre, the process of producing certified wood and its use as a recyclable alternative for plastic packaging and construction steel. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 30 Oct 2024 | Talking Heads – What's in the mix for yields of US Treasuries? | 00:12:47 | |
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 06 Mar 2023 | Talking heads – US high-yield bonds, where do we go from here? | 00:14:24 | |
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 2022. Listen to this Talking heads podcast with William Springman, portfolio manager for US high-yield debt, and chief market strategist Daniel Morris as they discuss prospects for US high-yield bonds. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 12 Dec 2022 | Talking heads – Why biodiversity loss matters to investors | 00:08:14 | |
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 for the Americas, points out, nature loss also makes meeting the world’s climate goals harder. Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 25 Sep 2023 | Talking Heads – ‘Time to be serious about climate action financing’ | 00:15:14 | |
Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of ecosystems and natural carbon sinks as well as other pro-climate fields, Thibaud Clisson, Climate Change Lead, tells Chief Market Strategist Daniel Morris in the wake of the latest Climate Week NYC and ahead of December’s UN COP28 meeting. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 03 Apr 2024 | Talking Heads – Money market funds can still work when rates rise | 00:14:34 | |
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 expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. As Thibault explains to Chief Market Strategist Daniel Morris, apart from some seasonal redemptions, he does not expect any significant switching out of money market funds into other assets. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 27 Mar 2023 | Talking heads – A silver lining for green stocks | 00:12:10 | |
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 podcast with Edward Lees, Environmental Strategies Group co-head, as he shares some of the opportunities he sees in environmentally focused stocks with chief market strategist Daniel Morris. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 19 Mar 2024 | Talking Heads – Investing in water: from chips to lithium to PFAS | 00:14:19 | |
In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by innovation and a steady performance. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||
| 13 Jun 2023 | Talking Heads – Tapping private markets for the ecological transition and impact | 00:13:32 | |
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 it, including private markets. Listen to this Talking Heads podcast with Yann Lagalaye, Head of Ecological Transition and Impact in the Private Assets group, and Chief Market Strategist Daniel Morris.
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 02 Oct 2023 | Talking Heads – Higher for longer bolsters outlook for money market funds | 00:10:50 | |
Money market funds have been in favour as central banks tightened monetary policy. Investment
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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 13 Nov 2024 | Talking Heads – Will US equities run much further, pause or stumble? | 00:12:20 | |
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week’s edition. 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 by Ausha. See ausha.co/privacy-policy for more information. | |||
| 21 May 2024 | Talking Heads – US rate cuts would benefit frontier market bonds as well | 00:08:05 | |
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 performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt. Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, there are still frontier markets where his investment team continues to see value. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information. | |||