Investment Insights

BNP Paribas Asset Management

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

  • 10 minutes 6 seconds
    Talking Heads – Understanding Active ETFs

    What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs?  Why are they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Craig, Co-head of the Investment Insights Centre.


    For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

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    Follow us on LinkedIn: https://bnpp.lk/am


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    17 December 2024, 2:38 pm
  • 7 minutes 43 seconds
    Talking Heads – Discussing biodiversity loss, COP16, and our updated roadmap

    Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways from the recent multilateral COP16 meeting and the importance of heading off systemic risks such as even partial ecosystem collapse. Robert Alexandre also discusses how BNP Paribas Asset Management is taking biodiversity into account, the recent update of our biodiversity roadmap and next steps in the fight to tackle biodiversity loss.


    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


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    9 December 2024, 5:00 am
  • 9 minutes 35 seconds
    Talking Heads – What are the takeaways from the COP29 climate talks?

    Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that amid the mixed results, there was progress on greater transparency in carbon markets and measures to tackle climate change fallout in developing countries. They also discuss hopes that next year’s COP conference can make progress on commitments to transitioning away from fossil fuels.


    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


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    5 December 2024, 7:54 am
  • 10 minutes 4 seconds
    Talking Heads – Is US environmental investing over? Not so fast

    The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not  that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created.


    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


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    26 November 2024, 3:20 pm
  • 7 minutes 28 seconds
    Talking Heads – Unpicking the results of the US election

    What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre.


    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


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    20 November 2024, 1:21 pm
  • 12 minutes 20 seconds
    Talking Heads – Will US equities run much further, pause or stumble?

    With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week’s edition.


    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


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    13 November 2024, 3:02 pm
  • 9 minutes 22 seconds
    Talking Heads – What are the implications of climate change for investors?

    While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is coming. Jakob Thomä, Research Director at the Inevitable Policy Response, tells Andrew Craig, Co-head of the Investment Insights Centre, that investors are taking the view climate change is a risk factor to be tackled now. 


    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


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    6 November 2024, 2:22 pm
  • 12 minutes 47 seconds
    Talking Heads – What's in the mix for yields of US Treasuries?

    Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next.  At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. 


    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


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    30 October 2024, 8:27 am
  • 8 minutes 41 seconds
    Talking Heads – Systematic investing - Bigger, stronger, faster

    Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the advantages of quantitative investing as a source of diverse elements of performance.


    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


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    22 October 2024, 11:31 am
  • 10 minutes 20 seconds
    Talking Heads – Assessing turning points in the equity outlook

    Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity update.


    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


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    16 October 2024, 2:48 pm
  • 8 minutes 16 seconds
    Talking Heads – Green and social bonds: a fully grown market

    The market for green and social bonds has matured in recent years. It now boasts numerous  issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and social 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


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    8 October 2024, 12:39 pm
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