Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Which assets will outperform in this environment?  Listen to this Talking Heads podcast with Mark Richards, Head of Flexible & Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset 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  

Listen to this Talking Heads podcast with Michael Herskovich, Head of Stewardship at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, as they discuss the role stewardship plays in our asset management.  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  

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this edition of Talking Heads. Topics include the turmoil in the US banking sector and the latest earnings reports.   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  

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  

Listen to this Talking Heads podcast with Olivier De Larouziere (https://viewpoint.bnpparibas-am.com/authors/?authinfo=5515), Chief Investment Officer for Global Fixed Income. He tells Andrew Craig (https://viewpoint.bnpparibas-am.com/authors/?authinfo=5505), 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  

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  

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. Apart from a wide network to source loans that are suitable, there is a need for a strong research and assessment capability to safeguard their ‘greenness’. 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  

On this Talking Heads podcast, Marc Fleury, Head of Liquidity Solutions tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency. He notes the investment team applies a strict selection process to ensure a low-risk exposure to resilient counterparties, while also implementing the sustainability guidelines that have been integrated into investment processes.  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  

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  

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