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Investment Insights cover
Investment Insights cover

Investment Insights

Investment Insights

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Investment Insights cover
Investment Insights cover

Investment Insights

Investment Insights

Subscribe

Description

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.


Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.


Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.


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.

Description

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.


Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.


Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.


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.

324 episodes

  • Talking Heads - Offering the best of active and passive investing in ETFs cover
    Talking Heads - Offering the best of active and passive investing in ETFs cover
    Talking Heads - Offering the best of active and passive investing in ETFs

    Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency. 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.

    06min | Published on September 25, 2025

  • Talking Heads – What has been happening in the food and agriculture sector? cover
    Talking Heads – What has been happening in the food and agriculture sector? cover
    Talking Heads – What has been happening in the food and agriculture sector?

    Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers.   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.

    09min | Published on September 18, 2025

  • Talking Heads – European small-cap stocks have the wind in their sails cover
    Talking Heads – European small-cap stocks have the wind in their sails cover
    Talking Heads – European small-cap stocks have the wind in their sails

    After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of investors with an appetite for income. 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.

    07min | Published on September 12, 2025

  • Talking Heads – Sustainability, bending, but not breaking cover
    Talking Heads – Sustainability, bending, but not breaking cover
    Talking Heads – Sustainability, bending, but not breaking

    The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure. 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.

    10min | Published on September 2, 2025

  • Talking Heads – Setting a course for investing in the rest of 2025 cover
    Talking Heads – Setting a course for investing in the rest of 2025 cover
    Talking Heads – Setting a course for investing in the rest of 2025

    With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight in European bonds versus US sovereign debt. 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.

    08min | Published on August 6, 2025

  • Talking Heads – Combining asset ownership and stewardship cover
    Talking Heads – Combining asset ownership and stewardship cover
    Talking Heads – Combining asset ownership and stewardship

    Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support. 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.

    07min | Published on July 29, 2025

  • Talking Heads – What next with digital assets such as tokenised securities? cover
    Talking Heads – What next with digital assets such as tokenised securities? cover
    Talking Heads – What next with digital assets such as tokenised securities?

    When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement. 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.

    06min | Published on July 22, 2025

  • Talking Heads – A look at the latest ETF flows cover
    Talking Heads – A look at the latest ETF flows cover
    Talking Heads – A look at the latest ETF flows

    How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the appetite for less risky asset classes. 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.

    07min | Published on July 18, 2025

  • Talking Heads – Any viable alternatives to a US dollar in the doldrums? cover
    Talking Heads – Any viable alternatives to a US dollar in the doldrums? cover
    Talking Heads – Any viable alternatives to a US dollar in the doldrums?

    With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst start to the year since the end of the gold-backed Bretton Woods system in 1973. 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.

    06min | Published on July 16, 2025

  • Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once cover
    Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once cover
    Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once

    This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and augmented reality glasses. 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.

    12min | Published on July 8, 2025

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Description

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.


Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.


Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.


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.

Description

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.


Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability.


Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks.


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.

324 episodes

  • Talking Heads - Offering the best of active and passive investing in ETFs cover
    Talking Heads - Offering the best of active and passive investing in ETFs cover
    Talking Heads - Offering the best of active and passive investing in ETFs

    Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency. 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.

    06min | Published on September 25, 2025

  • Talking Heads – What has been happening in the food and agriculture sector? cover
    Talking Heads – What has been happening in the food and agriculture sector? cover
    Talking Heads – What has been happening in the food and agriculture sector?

    Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and losers.   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.

    09min | Published on September 18, 2025

  • Talking Heads – European small-cap stocks have the wind in their sails cover
    Talking Heads – European small-cap stocks have the wind in their sails cover
    Talking Heads – European small-cap stocks have the wind in their sails

    After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of investors with an appetite for income. 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.

    07min | Published on September 12, 2025

  • Talking Heads – Sustainability, bending, but not breaking cover
    Talking Heads – Sustainability, bending, but not breaking cover
    Talking Heads – Sustainability, bending, but not breaking

    The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure. 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.

    10min | Published on September 2, 2025

  • Talking Heads – Setting a course for investing in the rest of 2025 cover
    Talking Heads – Setting a course for investing in the rest of 2025 cover
    Talking Heads – Setting a course for investing in the rest of 2025

    With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight in European bonds versus US sovereign debt. 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.

    08min | Published on August 6, 2025

  • Talking Heads – Combining asset ownership and stewardship cover
    Talking Heads – Combining asset ownership and stewardship cover
    Talking Heads – Combining asset ownership and stewardship

    Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support. 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.

    07min | Published on July 29, 2025

  • Talking Heads – What next with digital assets such as tokenised securities? cover
    Talking Heads – What next with digital assets such as tokenised securities? cover
    Talking Heads – What next with digital assets such as tokenised securities?

    When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement. 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.

    06min | Published on July 22, 2025

  • Talking Heads – A look at the latest ETF flows cover
    Talking Heads – A look at the latest ETF flows cover
    Talking Heads – A look at the latest ETF flows

    How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the appetite for less risky asset classes. 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.

    07min | Published on July 18, 2025

  • Talking Heads – Any viable alternatives to a US dollar in the doldrums? cover
    Talking Heads – Any viable alternatives to a US dollar in the doldrums? cover
    Talking Heads – Any viable alternatives to a US dollar in the doldrums?

    With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst start to the year since the end of the gold-backed Bretton Woods system in 1973. 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.

    06min | Published on July 16, 2025

  • Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once cover
    Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once cover
    Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once

    This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and augmented reality glasses. 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.

    12min | Published on July 8, 2025

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