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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.

318 episodes

  • 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

  • Talking Heads – Have green bonds emerged from their niche? cover
    Talking Heads – Have green bonds emerged from their niche? cover
    Talking Heads – Have green bonds emerged from their niche?

    Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved. 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 July 1, 2025

  • Talking Heads – What’s new in thematic investing? Check out our Barometer cover
    Talking Heads – What’s new in thematic investing? Check out our Barometer cover
    Talking Heads – What’s new in thematic investing? Check out our Barometer

    Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leading themes include renewable and clean energy, and that interest in artificial intelligence is ‘really off the page’. 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 June 25, 2025

  • Talking Heads - What’s new on ocean protection and preservation? cover
    Talking Heads - What’s new on ocean protection and preservation? cover
    Talking Heads - What’s new on ocean protection and preservation?

    What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing? 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 June 19, 2025

  • Talking Heads – Making the case for absolute return bonds cover
    Talking Heads – Making the case for absolute return bonds cover
    Talking Heads – Making the case for absolute return bonds

    How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global bond markets. 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 June 10, 2025

  • Talking Heads – Which long-term themes are set to drive global equity markets? cover
    Talking Heads – Which long-term themes are set to drive global equity markets? cover
    Talking Heads – Which long-term themes are set to drive global equity markets?

    Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas 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.

    07min | Published on June 5, 2025

  • Talking Heads – Investing via an ETF in the European defence sector cover
    Talking Heads – Investing via an ETF in the European defence sector cover
    Talking Heads – Investing via an ETF in the European defence sector

    Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson  Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre  talk about prospects for the European defence sector. 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 May 26, 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.

318 episodes

  • 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

  • Talking Heads – Have green bonds emerged from their niche? cover
    Talking Heads – Have green bonds emerged from their niche? cover
    Talking Heads – Have green bonds emerged from their niche?

    Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved. 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 July 1, 2025

  • Talking Heads – What’s new in thematic investing? Check out our Barometer cover
    Talking Heads – What’s new in thematic investing? Check out our Barometer cover
    Talking Heads – What’s new in thematic investing? Check out our Barometer

    Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leading themes include renewable and clean energy, and that interest in artificial intelligence is ‘really off the page’. 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 June 25, 2025

  • Talking Heads - What’s new on ocean protection and preservation? cover
    Talking Heads - What’s new on ocean protection and preservation? cover
    Talking Heads - What’s new on ocean protection and preservation?

    What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing? 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 June 19, 2025

  • Talking Heads – Making the case for absolute return bonds cover
    Talking Heads – Making the case for absolute return bonds cover
    Talking Heads – Making the case for absolute return bonds

    How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global bond markets. 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 June 10, 2025

  • Talking Heads – Which long-term themes are set to drive global equity markets? cover
    Talking Heads – Which long-term themes are set to drive global equity markets? cover
    Talking Heads – Which long-term themes are set to drive global equity markets?

    Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas 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.

    07min | Published on June 5, 2025

  • Talking Heads – Investing via an ETF in the European defence sector cover
    Talking Heads – Investing via an ETF in the European defence sector cover
    Talking Heads – Investing via an ETF in the European defence sector

    Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson  Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre  talk about prospects for the European defence sector. 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 May 26, 2025

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