Investment Insights
By BNP Paribas Asset Management
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Category: Investing
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Episodes: 252
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
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| Episode | Date |
|---|---|
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Talking Heads – The weighty impact of anti-obesity drugs, also for investors
|
Apr 30, 2024 |
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Talking Heads – Getting Asia on board on climate and nature goals
|
Apr 23, 2024 |
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Talking Heads – Exchange-traded funds: adding ESG into the mix
|
Apr 16, 2024 |
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Talking Heads – Investing in global equities with a net zero tilt
|
Apr 09, 2024 |
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Talking Heads – Money market funds can still work when rates rise
|
Apr 03, 2024 |
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Talking Heads – US stocks: small is also beautiful
|
Mar 27, 2024 |
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Talking Heads – Investing in water: from chips to lithium to PFAS
|
Mar 19, 2024 |
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Talking Heads – Offering tailored support and advice on sustainable investment solutions
|
Mar 12, 2024 |
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Talking Heads – Is it ouch or aye for the environment as AI booms?
|
Mar 05, 2024 |
|
Talking Heads – Looking to Turkey for some investing delight
|
Feb 26, 2024 |
|
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
|
Feb 19, 2024 |
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Talking Heads – A more nuanced look at Chinese equities
|
Feb 12, 2024 |
|
Talking Heads – It is ‘more of the same’ for European high-yield bonds
|
Feb 05, 2024 |
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Talking Heads – Finding the best ideas in fixed income
|
Jan 29, 2024 |
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Talking Heads – The newly found appeal of bonds in longer-term asset allocations
|
Jan 22, 2024 |
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Talking Heads – Presenting our new Global Sustainability Strategy 2023-2025
|
Jan 15, 2024 |
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Talking Heads – Household loans, an alternative asset class for 2024
|
Jan 11, 2024 |
|
Talking Heads – There is more to come from Investment-Grade credit
|
Dec 18, 2023 |
|
Talking Heads – A race between the ECB and the Fed?
|
Dec 11, 2023 |
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Talking Heads – New realities for investors in 2024
|
Dec 04, 2023 |
|
Talking Heads – Investment opportunities in Asian environmental markets
|
Nov 27, 2023 |
|
Talking Heads – Building on infrastructure debt
|
Nov 24, 2023 |
|
Talking Heads – Listed equities and the shift to a sustainable economy
|
Nov 21, 2023 |
|
Talking Heads – Global emerging markets: adjusting to slower Chinese growth
|
Nov 13, 2023 |
|
Talking Heads – What’s next for eurozone government bonds?
|
Nov 06, 2023 |
|
Talking Heads – The sun has risen for Japanese small caps
|
Oct 30, 2023 |
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Talking Heads – Standing tall: US small caps
|
Oct 23, 2023 |
|
Talking Heads – Seeing the worth of the forest for the trees
|
Oct 16, 2023 |
|
Talking Heads – ETF investing – Adjusting to the new rates regime
|
Oct 09, 2023 |
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Talking Heads – Higher for longer bolsters outlook for money market funds
|
Oct 02, 2023 |
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Talking Heads – ‘Time to be serious about climate action financing’
|
Sep 25, 2023 |
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Talking Heads – Picking European stocks that have quality
|
Sep 18, 2023 |
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Talking Heads – Ongoing tailwinds favour European financials
|
Sep 12, 2023 |
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Talking Heads – Plainer sailing ahead for emerging market debt
|
Sep 04, 2023 |
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Talking Heads – Taking a closer look at climate-focused equity investing
|
Aug 29, 2023 |
|
Talking Heads – Peak rates or not, consider jumping the gun
|
Jul 31, 2023 |
|
Talking Heads – Where do we stand on sustainability?
|
Jul 24, 2023 |
|
Uncapped impact: Plug Power and the hydrogen economy
|
Jul 20, 2023 |
|
Talking Heads – Mid-year outlook: “Is it different this time?”
|
Jul 17, 2023 |
|
Talking Heads – Water, water, solutions needed everywhere
|
Jul 10, 2023 |
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Talking Heads – Using behavioural insights for better investment decisions
|
Jul 03, 2023 |
|
Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally
|
Jun 26, 2023 |
|
Talking Heads – How and why investors are using thematic investing
|
Jun 19, 2023 |
|
Talking Heads – Tapping private markets for the ecological transition and impact
|
Jun 13, 2023 |
|
Talking Heads – Household loans, an alternative asset class that improves the mix
|
Jun 05, 2023 |
|
Talking Heads - Good times in European High-Yield Debt
|
May 30, 2023 |
|
Talking Heads – Offence or defence in multi-asset portfolios?
|
May 19, 2023 |
|
Talking Heads – Stewardship, the power of persuasion
|
May 15, 2023 |
|
Talking Heads – US equities: “It’s a great time to be a stock picker”
|
May 09, 2023 |
|
Talking Heads – Secular trends shape the landscape for European equities
|
May 02, 2023 |
|
Talking Heads – Capturing normalised yields in fixed income
|
Apr 24, 2023 |
|
Talking Heads – Indian equities could outshine other EMs
|
Apr 17, 2023 |
|
Talking Heads – Making investments in infrastructure debt impactful
|
Apr 11, 2023 |
|
Talking Heads – Money market funds: “It is worth taking care of your cash”
|
Apr 03, 2023 |
|
Talking heads – Banks transition to a new regime
|
Mar 29, 2023 |
|
Talking heads – A silver lining for green stocks
|
Mar 27, 2023 |
|
Talking heads – Tapping into the wide fixed income opportunity set
|
Mar 20, 2023 |
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Talking heads – Sheltering from volatility with real estate debt
|
Mar 13, 2023 |
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Talking heads – US high-yield bonds, where do we go from here?
|
Mar 06, 2023 |
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Talking heads – No ‘silver bullet’ to improve food security
|
Feb 27, 2023 |
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Talking heads – Bold stewardship to achieve ESG objectives
|
Feb 20, 2023 |
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Talking heads – The strategic case for investing in private assets
|
Feb 13, 2023 |
|
What to look for when allocating assets in 2023
|
Feb 09, 2023 |
|
Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
|
Feb 06, 2023 |
|
Talking Heads - Quantitative investing: using facts for security selection
|
Jan 30, 2023 |
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Talking Heads - There is a reasonable alternative: mortgage bonds
|
Jan 23, 2023 |
|
Talking Heads - Make way, greenback, it is time for the euro and the yen
|
Jan 16, 2023 |
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Talking Heads - Upturn beckons for emerging market corporate bonds
|
Jan 09, 2023 |
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Talking heads – Why biodiversity loss matters to investors
|
Dec 12, 2022 |
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Talking heads – What is happening in liability-driven investing?
|
Dec 05, 2022 |
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Talking heads – Bonds are back! Investment-grade credit offers yield
|
Nov 28, 2022 |
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Talking heads – Asset allocation and the outlook for 2023
|
Nov 22, 2022 |
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Talking heads – Be wary of wilting growth and mindful of green shoots
|
Nov 21, 2022 |
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Talking heads – Carry is king after ‘annus horribilis’ in fixed income
|
Nov 14, 2022 |
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Talking heads – Committing to net zero as an asset manager
|
Nov 08, 2022 |
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Talking heads – Water investing can withstand an economic storm
|
Oct 31, 2022 |
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Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
|
Oct 17, 2022 |
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Talking heads – Thematic investing: looking beyond the crises
|
Oct 10, 2022 |
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Talking heads – As an alternative, consider a direct small lending portfolio
|
Oct 03, 2022 |
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Talking heads – Slow-motion recession leaves equities exposed
|
Sep 26, 2022 |
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Talking Heads - Energy crisis response should include faster transition
|
Sep 20, 2022 |
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Talking Heads - Opportunity knocks for global loans
|
Sep 12, 2022 |
|
Talking Heads - A grim macroeconomic outlook for Europe
|
Sep 08, 2022 |
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Talking heads - The shock-absorbing nature of infrastructure debt
|
Aug 30, 2022 |
|
Talking heads – Four books to read on climate change
|
Jul 18, 2022 |
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The uncapped impact series with GreenLight Biosciences
|
Jul 12, 2022 |
|
Talking heads – There is nothing fluffy about (investing in) the cloud
|
Jul 11, 2022 |
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Talking Heads - An attractive, defensive investment: real estate debt
|
Jul 04, 2022 |
|
Talking heads - There is resilience in asset-backed securities
|
Jun 27, 2022 |
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Talking Heads - Solutions to improve food security
|
Jun 13, 2022 |
|
Talking Heads - Getting to grips with sustainability regulations
|
Jun 06, 2022 |
|
Talking Heads - Shortlisting listed real estate
|
May 30, 2022 |
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Talking heads - ESG investing and the role of the ‘S’ in company performance
|
May 23, 2022 |
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Talking heads – Maintaining course through volatility in disruptive technology
|
May 16, 2022 |
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Talking heads – Introducing private equity impact investing
|
May 10, 2022 |
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Talking heads – US small caps – Fortune favours the bold
|
May 02, 2022 |
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Talking heads - China to deliver on growth in 2022
|
Apr 25, 2022 |
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Talking heads - A new foreign exchange regime?
|
Apr 22, 2022 |
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Talking heads – Look for value in the value style
|
Apr 22, 2022 |
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Talking Heads - The inflation revival
|
Apr 06, 2022 |
|
Talking heads – Putting cash to work in volatile markets
|
Mar 28, 2022 |
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Talking heads – Geopolitical storm tugs at fixed income moorings
|
Mar 21, 2022 |
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Talking heads – Three questions on geopolitical upheaval and equity investing
|
Mar 09, 2022 |
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Talking heads – Testing times for corporate bonds
|
Feb 28, 2022 |
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Talking heads – Health and climate concerns drive water segment demand
|
Feb 22, 2022 |
|
Uncapped impact: Sunnova and the energy transition
|
Feb 18, 2022 |
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Talking heads – Building back stability in Chinese equities
|
Feb 14, 2022 |
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Talking heads – Emerging market debt: Don’t look the other way
|
Feb 07, 2022 |
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Talking heads – Looking for direction as Fed pivots
|
Jan 31, 2022 |
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Talking heads – Financing sustainable development
|
Jan 24, 2022 |
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Talking heads – “A lot of value to be had” in multi-sector fixed income
|
Jan 17, 2022 |
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Talking heads – Full valuations make 2022 a challenging year
|
Jan 10, 2022 |
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Market weekly – Emerging markets head into 2022 in better shape
|
Dec 13, 2021 |
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Market weekly – Investors will need to ‘shoot the rapids’ in 2022
|
Dec 06, 2021 |
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Market weekly – A portfolio-level COP26 scorecard
|
Nov 29, 2021 |
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Market weekly – Climate change: It is adapt or…
|
Nov 22, 2021 |
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Market weekly – Diversified private markets: A source of illiquidity premiums
|
Nov 15, 2021 |
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Market weekly – Emerging markets set to surface from tough year
|
Nov 15, 2021 |
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Market weekly – The why and how of thematic investing
|
Nov 01, 2021 |
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Market weekly – Unlocking the value in fixed income
|
Oct 25, 2021 |
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Market weekly – Confidence in storm-hit China should return
|
Oct 18, 2021 |
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Market weekly – Convertible bonds: multi-functional and flexible capital
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Oct 11, 2021 |
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Market weekly – US stocks pause after winning streak
|
Oct 04, 2021 |
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Market weekly – Transforming tech: Innovation and regulation
|
Sep 20, 2021 |
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Market weekly – Private debt stands out amid the uncertainty
|
Sep 13, 2021 |
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Market weekly – Pandemic leaves consumers smarter about their food
|
Sep 06, 2021 |
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Market weekly - Focusing on the ‘S’ – What is in it for investors?
|
Jul 19, 2021 |
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Market weekly - Fixed income: 2021 reflation trade
|
Jul 12, 2021 |
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Market weekly - Infra debt: Investing in the backbone
|
Jul 12, 2021 |
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Market weekly – Ecosystem restoration: Why should investors be interested?
|
Jun 28, 2021 |
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Market weekly: There is more to emerging market equities
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Jun 23, 2021 |
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Market weekly – Corporate bonds: Resilience amid rising inflation
|
Jun 15, 2021 |
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Market weekly – Asia: A good place to change climate change
|
Jun 04, 2021 |
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Market weekly – European equities: About to catch up
|
Jun 04, 2021 |
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Market weekly – Biodiversity: Why nature loss matters
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May 24, 2021 |
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Market weekly – Risk-on to rock on in second half
|
May 17, 2021 |
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Market weekly – Recovery and structural shifts signal inflation ahead in the US
|
May 10, 2021 |
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Market weekly – Why invest in inclusive growth?
|
May 03, 2021 |
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Market weekly – Creation and disruption in healthcare
|
Apr 26, 2021 |
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Market weekly – Four questions on green bonds
|
Apr 19, 2021 |
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Market weekly – Time for US bond investors to shift to greater flexibility
|
Apr 12, 2021 |
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Market weekly – Asia’s central role make it a hub for flows
|
Mar 29, 2021 |
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Market weekly – The technologies contributing to net zero
|
Mar 22, 2021 |
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Market weekly – Factor-based investing: it works for corporate bonds too!
|
Mar 15, 2021 |
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Market weekly – What is fixed income for? Absolute return
|
Mar 08, 2021 |
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Market weekly - Fresh impetus to ESG investing
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Mar 02, 2021 |
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Market weekly – Looking for pockets of value in high-yield bonds
|
Feb 22, 2021 |
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Market weekly – Which way for carbon and offshore wind pricing in the energy transition?
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Feb 15, 2021 |
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Market weekly – A true alternative: private debt and real assets
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Feb 08, 2021 |
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Market Weekly - Climate Change, A Critical Issue For Our Time
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Feb 01, 2021 |
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Market Weekly – Spend, Spend, But No Inflation In Sight
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Jan 25, 2021 |
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Market Weekly – Equities’ Dashboard Signals Another Good Run
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Jan 18, 2021 |
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Market weekly – Water, water, everywhere – and in your portfolio?
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Jan 11, 2021 |
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Market Weekly – Eurozone Interest Rates Are Near The Bottom
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Dec 14, 2020 |
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Market Weekly - Multi-Factor Equity Investing - Turning The Corner After A Difficult 2020
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Dec 07, 2020 |
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Market weekly – What we expect for 2021
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Dec 02, 2020 |
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Market weekly – Opportunities in Chinese fixed income
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Dec 02, 2020 |
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Market weekly – Embark on the engine of growth with Asian equities
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Dec 02, 2020 |
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Market weekly – “It’s the virus, stupid”
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Dec 02, 2020 |
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Market weekly – Greener becomes prominent on food investing menu
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Dec 02, 2020 |
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Market weekly – US MBS: a solid foundation and more
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Dec 02, 2020 |
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Market weekly – Chinese equities are go
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Dec 02, 2020 |
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Market weekly – US election: four more years or a new course?
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Dec 02, 2020 |
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Market weekly – Looking under the hood of disruptive technology
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Oct 05, 2020 |
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Market weekly – Carbon neutrality is achievable by 2050
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Sep 28, 2020 |
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Market weekly – Infrastructure debt for the long run
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Sep 21, 2020 |
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Market weekly – Still room for positive yields in USD, GBP money markets
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Sep 14, 2020 |
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Market weekly - Reducing the risk of digital inequality
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Aug 24, 2020 |
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Market weekly - US small caps stand to expand their lead on large caps
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Aug 10, 2020 |
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Market weekly - Fintech in emerging markets equals access to financial services and more
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Aug 03, 2020 |
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Market weekly - Fixed income is now a bond picker’s market
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Jul 27, 2020 |
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Market weekly – The environment, an extraordinary investment opportunity
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Jul 20, 2020 |
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Market weekly - Private debt and real assets: a resilient asset class across cycles
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Jul 14, 2020 |
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Market weekly - Much too little inflation or too much inflation: which will it be?
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Jul 06, 2020 |
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Market weekly - The case for global emerging market equities
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Jul 03, 2020 |
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Market weekly - What to expect after the Great Pandemic of 2020
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Jun 22, 2020 |
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Market weekly – Factor investing in equities: lessons from the COVID-19 crisis
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Jun 16, 2020 |
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Market weekly – Consumer innovators in the post-pandemic world
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Jun 08, 2020 |
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Market weekly – Do you have the equity protection you need?
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Jun 02, 2020 |
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Market weekly – Healthcare, an investment theme for the coming decade
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May 25, 2020 |
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Market weekly – Riding the digital transformation with US equities
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May 18, 2020 |
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Market weekly – Seize the opportunities with active equity strategies
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May 11, 2020 |
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Market weekly – Fixed income – deflation, not inflation, is the main risk now
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May 04, 2020 |
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Market weekly – Chinese equities – ahead of the curve
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Apr 28, 2020 |
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Market weekly – Time to add risk in multi-asset portfolios?
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Apr 20, 2020 |
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Market weekly - Quality will withstand volatile equity markets
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Apr 15, 2020 |
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Market weekly - Sustainability and resilience in volatile markets
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Apr 06, 2020 |
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Market weekly - Some calm after the storm
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Mar 30, 2020 |
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Market weekly - This policy response can turn the tide
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Mar 23, 2020 |
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Market weekly – Quality is now key
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Mar 16, 2020 |
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Mark Lewis & Trevor Allen: transition bonds vs green bonds
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Mar 02, 2020 |
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EP05 - Wells wires and wheels: conclusion as an investor on renewable energy vs fossil fuels
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Mar 02, 2020 |
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EP04 - Wells wires and wheels: policy makers, oil companies and the automotive industry
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Mar 02, 2020 |
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EP03 - Wells wires and wheels: the Impact of renewables on the European utility sector
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Mar 02, 2020 |
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EP02 - Wells wires and wheels: benefits of electric vehicles vs combustion vehicles
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Mar 02, 2020 |
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EP01 - Wells wires and wheels: energy return on capital invested
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Mar 02, 2020 |
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Electric vehicles in emerging markets
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Aug 19, 2019 |
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Artificial intelligence: why it matters to emerging markets
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Sep 04, 2018 |
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Is it too late to allocate to GEM equities?
|
Nov 17, 2017 |
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Market Breakfast podcast 25 September 2017
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Sep 25, 2017 |
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Market Breakfast podcast - 18th September 2017
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Sep 18, 2017 |
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Market Breakfast podcast September 11 2017
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Sep 12, 2017 |
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Market Breakfast 4 September 2017
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Sep 04, 2017 |
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Market Breakfast 21 August 2017
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Aug 21, 2017 |
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Market Breakfast 14 August 2017
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Aug 14, 2017 |
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Market Breakfast - 07 Aug 2017
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Aug 08, 2017 |
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Market Breakfast - 31 July 2017
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Jul 31, 2017 |
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Market Breakfast - July 10 2017
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Jul 17, 2017 |
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Market Breakfast - July 10 2017
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Jul 10, 2017 |
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Market Breakfast - July 3 2017
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Jul 03, 2017 |
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Market Breakfast - June 26 2017
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Jun 26, 2017 |
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Market Breakfast - June 19 2017
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Jun 19, 2017 |
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Market Breakfast - June 12 2017
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Jun 12, 2017 |
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Market Breakfast 5 June 2017
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Jun 06, 2017 |
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Market Breakfast - 8 May 2017
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May 08, 2017 |
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Market Breakfast 2 May 2017
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May 02, 2017 |
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Market Breakfast - 24 April 2017
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Apr 24, 2017 |
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Market Breakfast - 10 April 2017
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Apr 10, 2017 |
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Should investors actively hedge their currency risk?
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Apr 07, 2017 |
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Market Breakfast - 4 April 2017
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Apr 04, 2017 |
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Market Breakfast 27 March 2017
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Mar 27, 2017 |
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Market Breakfast 20 March 2017
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Mar 20, 2017 |
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Market Breakfast 13 March 2017
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Mar 14, 2017 |
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Market Breakfast - 6 March 2017
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Mar 06, 2017 |
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Market Breakfast - 27 February 2017
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Feb 27, 2017 |
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Market Breakfast 20 February 2017
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Feb 20, 2017 |
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Market Breakfast - 13 February 2017
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Feb 13, 2017 |
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Market Breakfast 6 February 2017
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Feb 06, 2017 |
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Market Breakfast 30 January 2017
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Jan 30, 2017 |
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Market Breakfast 23 January 2017
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Jan 24, 2017 |
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Market Breakfast 16 January 2017
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Jan 16, 2017 |
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Market Breakfast 9 January 2017
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Jan 09, 2017 |
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Market Breakfast 19 December 2016
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Dec 19, 2016 |
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Market Breakfast 12 December 2016
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Dec 12, 2016 |
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Market Breakfast 5 December 2016
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Dec 05, 2016 |
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Market Breakfast 28 Nov
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Nov 28, 2016 |
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Market Breakfast 21 November 2016
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Nov 21, 2016 |
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Market Breakfast 14 November 2016
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Nov 14, 2016 |
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Market Breakfast 7 November 2016
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Nov 07, 2016 |
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Market Breakfast 31 October 2016
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Oct 31, 2016 |
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Market Breakfast 24 October 2016
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Oct 24, 2016 |
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Market Breakfast 17 October 2016
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Oct 17, 2016 |
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Market Breakfast
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Oct 10, 2016 |
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Market Breakfast - Oct 3 2016
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Oct 03, 2016 |
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Market Breakfast - Sept 26 2016
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Sep 26, 2016 |
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Market Breakfast - Sept 19 2016
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Sep 19, 2016 |
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Growth - will it reappear?
|
Jul 29, 2016 |
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US small cap equities in the foreseeable future
|
Jun 01, 2016 |
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Benefits of emerging market small caps
|
Feb 17, 2016 |
|
How the Fed raises rates
|
Dec 17, 2015 |
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Opportunities in light of potential interest rate movements
|
Aug 04, 2015 |
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FX impacts after Fed meetings
|
Jul 30, 2015 |