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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.

308 episodes

  • Talking heads - It’s a match: infrastructure investing and Europe’s new focus cover
    Talking heads - It’s a match: infrastructure investing and Europe’s new focus cover
    Talking heads - It’s a match: infrastructure investing and Europe’s new focus

    Listen to Karen Azoulay (https://viewpoint.bnpparibas-am.com/authors/karen-azoulay), Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class’s stable and predictable cashflows can also offer downside protection, she argues.  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 May 20, 2025

  • Talking Heads - Investing in the resilience of environmental trends cover
    Talking Heads - Investing in the resilience of environmental trends cover
    Talking Heads - Investing in the resilience of environmental trends

    Portfolio Manager Sid Jha (https://nextgen.am.bnpparibas/people/siddharth-jha/) delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife. 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 15, 2025

  • Talking Heads – Maintaining discipline when equities scatter cover
    Talking Heads – Maintaining discipline when equities scatter cover
    Talking Heads – Maintaining discipline when equities scatter

    Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US. 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 7, 2025

  • Talking Heads – Curious about private equity? cover
    Talking Heads – Curious about private equity? cover
    Talking Heads – Curious about private equity?

    Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition. 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 April 30, 2025

  • Talking Heads – Generating income, protecting capital in bonds cover
    Talking Heads – Generating income, protecting capital in bonds cover
    Talking Heads – Generating income, protecting capital in bonds

    Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry. 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.

    11min | Published on April 24, 2025

  • Talking Heads – ETF flows and trends in a world in flux cover
    Talking Heads – ETF flows and trends in a world in flux cover
    Talking Heads – ETF flows and trends in a world in flux

    Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. 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 April 22, 2025

  • Talking Heads – Making a difference with impact investing cover
    Talking Heads – Making a difference with impact investing cover
    Talking Heads – Making a difference with impact investing

    Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing. 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 April 16, 2025

  • Talking Heads – Tariff turmoil clouds Europe’s economic outlook cover
    Talking Heads – Tariff turmoil clouds Europe’s economic outlook cover
    Talking Heads – Tariff turmoil clouds Europe’s economic outlook

    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.

    07min | Published on April 11, 2025

  • Talking Heads – The case for long-short convertibles in volatile times cover
    Talking Heads – The case for long-short convertibles in volatile times cover
    Talking Heads – The case for long-short convertibles in volatile times

    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.

    06min | Published on April 8, 2025

  • Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? cover
    Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? cover
    Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

    What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies 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.

    09min | Published on April 4, 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.

308 episodes

  • Talking heads - It’s a match: infrastructure investing and Europe’s new focus cover
    Talking heads - It’s a match: infrastructure investing and Europe’s new focus cover
    Talking heads - It’s a match: infrastructure investing and Europe’s new focus

    Listen to Karen Azoulay (https://viewpoint.bnpparibas-am.com/authors/karen-azoulay), Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class’s stable and predictable cashflows can also offer downside protection, she argues.  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 May 20, 2025

  • Talking Heads - Investing in the resilience of environmental trends cover
    Talking Heads - Investing in the resilience of environmental trends cover
    Talking Heads - Investing in the resilience of environmental trends

    Portfolio Manager Sid Jha (https://nextgen.am.bnpparibas/people/siddharth-jha/) delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife. 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 15, 2025

  • Talking Heads – Maintaining discipline when equities scatter cover
    Talking Heads – Maintaining discipline when equities scatter cover
    Talking Heads – Maintaining discipline when equities scatter

    Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US. 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 7, 2025

  • Talking Heads – Curious about private equity? cover
    Talking Heads – Curious about private equity? cover
    Talking Heads – Curious about private equity?

    Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition. 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 April 30, 2025

  • Talking Heads – Generating income, protecting capital in bonds cover
    Talking Heads – Generating income, protecting capital in bonds cover
    Talking Heads – Generating income, protecting capital in bonds

    Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry. 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.

    11min | Published on April 24, 2025

  • Talking Heads – ETF flows and trends in a world in flux cover
    Talking Heads – ETF flows and trends in a world in flux cover
    Talking Heads – ETF flows and trends in a world in flux

    Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. 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 April 22, 2025

  • Talking Heads – Making a difference with impact investing cover
    Talking Heads – Making a difference with impact investing cover
    Talking Heads – Making a difference with impact investing

    Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing. 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 April 16, 2025

  • Talking Heads – Tariff turmoil clouds Europe’s economic outlook cover
    Talking Heads – Tariff turmoil clouds Europe’s economic outlook cover
    Talking Heads – Tariff turmoil clouds Europe’s economic outlook

    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.

    07min | Published on April 11, 2025

  • Talking Heads – The case for long-short convertibles in volatile times cover
    Talking Heads – The case for long-short convertibles in volatile times cover
    Talking Heads – The case for long-short convertibles in volatile times

    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.

    06min | Published on April 8, 2025

  • Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? cover
    Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? cover
    Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

    What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies 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.

    09min | Published on April 4, 2025

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