undefined cover
undefined cover
Talking Heads cover
Talking Heads cover

Talking Heads

Talking Heads

viewpoint.bnpparibas-am.com/
Subscribe
undefined cover
undefined cover
Talking Heads cover
Talking Heads cover

Talking Heads

Talking Heads

viewpoint.bnpparibas-am.com/
Subscribe

Description

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 


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

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 


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.

249 episodes

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

  • Investing via an ETF in the European defence sector cover
    Investing via an ETF in the European defence sector cover
    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

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

  • Investing in the resilience of environmental trends cover
    Investing in the resilience of environmental trends cover
    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

  • Maintaining discipline when equities scatter cover
    Maintaining discipline when equities scatter cover
    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

  • Curious about private equity? cover
    Curious about private equity? cover
    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

  • Generating income, protecting capital in bonds cover
    Generating income, protecting capital in bonds cover
    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

  • ETF flows and trends in a world in flux cover
    ETF flows and trends in a world in flux cover
    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

  • Making a difference with impact investing cover
    Making a difference with impact investing cover
    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

  • Tariff turmoil clouds Europe’s economic outlook cover
    Tariff turmoil clouds Europe’s economic outlook cover
    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

  • 1
    2

    ...

    25

Description

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 


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

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 


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.

249 episodes

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

  • Investing via an ETF in the European defence sector cover
    Investing via an ETF in the European defence sector cover
    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

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

  • Investing in the resilience of environmental trends cover
    Investing in the resilience of environmental trends cover
    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

  • Maintaining discipline when equities scatter cover
    Maintaining discipline when equities scatter cover
    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

  • Curious about private equity? cover
    Curious about private equity? cover
    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

  • Generating income, protecting capital in bonds cover
    Generating income, protecting capital in bonds cover
    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

  • ETF flows and trends in a world in flux cover
    ETF flows and trends in a world in flux cover
    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

  • Making a difference with impact investing cover
    Making a difference with impact investing cover
    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

  • Tariff turmoil clouds Europe’s economic outlook cover
    Tariff turmoil clouds Europe’s economic outlook cover
    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

  • 1
    2

    ...

    25
undefined cover
undefined cover