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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.

314 episodes

  • 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

  • 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

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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.

314 episodes

  • 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

  • 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

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