Talking Heads
By BNP Paribas Asset Management
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Episodes: 191
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.
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| Episode | Date |
|---|---|
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The weighty impact of anti-obesity drugs, also for investors
|
Apr 30, 2024 |
|
Getting Asia on board on climate and nature goals
|
Apr 23, 2024 |
|
Exchange-traded funds: adding ESG into the mix
|
Apr 16, 2024 |
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Investing in global equities with a net zero tilt
|
Apr 09, 2024 |
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Money market funds can still work when rates rise
|
Apr 03, 2024 |
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US stocks: small is also beautiful
|
Mar 27, 2024 |
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Investing in water: from chips to lithium to PFAS
|
Mar 19, 2024 |
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Offering tailored support and advice on sustainable investment solutions
|
Mar 12, 2024 |
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Is it ouch or aye for the environment as AI booms?
|
Mar 05, 2024 |
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Looking to Turkey for some investing delight
|
Feb 26, 2024 |
|
Consider the ‘cushion’ of US investment-grade bonds
|
Feb 19, 2024 |
|
A more nuanced look at Chinese equities
|
Feb 12, 2024 |
|
It is ‘more of the same’ for European high-yield bonds
|
Feb 05, 2024 |
|
Finding the best ideas in fixed income
|
Jan 29, 2024 |
|
The newly found appeal of bonds in longer-term asset allocations
|
Jan 22, 2024 |
|
Presenting our new Global Sustainability Strategy 2023-2025
|
Jan 15, 2024 |
|
Household loans, an alternative asset class for 2024
|
Jan 11, 2024 |
|
There is more to come from Investment-Grade credit
|
Dec 18, 2023 |
|
A race between the ECB and the Fed?
|
Dec 11, 2023 |
|
New realities for investors in 2024
|
Dec 04, 2023 |
|
Investment opportunities in Asian environmental markets
|
Nov 27, 2023 |
|
Listed equities and the shift to a sustainable economy
|
Nov 21, 2023 |
|
Global emerging markets: adjusting to slower Chinese growth
|
Nov 13, 2023 |
|
What’s next for eurozone government bonds?
|
Nov 06, 2023 |
|
The sun has risen for Japanese small caps
|
Oct 30, 2023 |
|
Standing tall: US small caps
|
Oct 23, 2023 |
|
Seeing the worth of the forest for the trees
|
Oct 16, 2023 |
|
ETF investing – Adjusting to the new rates regime
|
Oct 09, 2023 |
|
Higher for longer bolsters outlook for money market funds
|
Oct 02, 2023 |
|
‘Time to be serious about climate action financing’
|
Sep 25, 2023 |
|
Picking European stocks that have quality
|
Sep 18, 2023 |
|
Ongoing tailwinds favour European financials
|
Sep 12, 2023 |
|
Plainer sailing ahead for emerging market debt
|
Sep 04, 2023 |
|
Taking a closer look at climate-focused equity investing
|
Aug 29, 2023 |
|
Podcast com Aquiles Mosca e Daniel Morris sobre perspectivas macroeconômicas
|
Aug 03, 2023 |
|
Peak rates or not, consider jumping the gun
|
Jul 31, 2023 |
|
Where do we stand on sustainability?
|
Jul 24, 2023 |
|
Uncapped impact: Plug Power and the hydrogen economy
|
Jul 18, 2023 |
|
Mid-year outlook: “Is it different this time?”
|
Jul 17, 2023 |
|
Water, water, solutions needed everywhere
|
Jul 10, 2023 |
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Using behavioural insights for better investment decisions
|
Jul 03, 2023 |
|
Artificial intelligence (AI) excitement fuels tech stock rally
|
Jun 26, 2023 |
|
How and why investors are using thematic investing
|
Jun 19, 2023 |
|
Tapping private markets for the ecological transition and impact
|
Jun 13, 2023 |
|
Household loans, an alternative asset class that improves the mix
|
Jun 05, 2023 |
|
Good times in European High-Yield Debt
|
May 30, 2023 |
|
Offence or defence in multi-asset portfolios?
|
May 19, 2023 |
|
Stewardship, the power of persuasion
|
May 15, 2023 |
|
US equities: “It’s a great time to be a stock picker”
|
May 09, 2023 |
|
Secular trends shape the landscape for European equities
|
May 02, 2023 |
|
Capturing normalised yields in fixed income
|
Apr 24, 2023 |
|
Indian equities could outshine other EMs
|
Apr 17, 2023 |
|
Making investments in infrastructure debt impactful
|
Apr 11, 2023 |
|
Money market funds: “It is worth taking care of your cash”
|
Apr 03, 2023 |
|
Banks transition to a new regime
|
Mar 29, 2023 |
|
A silver lining for green stocks
|
Mar 27, 2023 |
|
Tapping into the wide fixed income opportunity set
|
Mar 20, 2023 |
|
Sheltering from volatility with real estate debt
|
Mar 13, 2023 |
|
US high-yield bonds, where do we go from here?
|
Mar 06, 2023 |
|
No ‘silver bullet’ to improve food security
|
Feb 27, 2023 |
|
Bold stewardship to achieve ESG objectives
|
Feb 20, 2023 |
|
The strategic case for investing in private assets
|
Feb 13, 2023 |
|
What to look for when allocating assets in 2023
|
Feb 07, 2023 |
|
Emerging market equities: it’s all eyes on the Chinese consumer
|
Feb 06, 2023 |
|
Quantitative investing: using facts for security selection
|
Jan 30, 2023 |
|
There is a reasonable alternative: mortgage bonds
|
Jan 23, 2023 |
|
Make way, greenback, it is time for the euro and the yen
|
Jan 17, 2023 |
|
Upturn beckons for emerging market corporate bonds
|
Jan 09, 2023 |
|
Talking heads – Why biodiversity loss matters to investors
|
Dec 12, 2022 |
|
Talking heads – What is happening in liability-driven investing?
|
Dec 05, 2022 |
|
Talking heads – Bonds are back! Investment-grade credit offers yield
|
Nov 28, 2022 |
|
Talking heads – Asset allocation and the outlook for 2023
|
Nov 22, 2022 |
|
Talking heads – Be wary of wilting growth and mindful of green shoots
|
Nov 21, 2022 |
|
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
|
Nov 14, 2022 |
|
Talking heads – Committing to net zero as an asset manager
|
Nov 08, 2022 |
|
Talking heads – Water investing can withstand an economic storm
|
Oct 31, 2022 |
|
Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
|
Oct 17, 2022 |
|
Talking heads – Thematic investing: looking beyond the crises
|
Oct 10, 2022 |
|
Talking heads – As an alternative, consider a direct small lending portfolio
|
Oct 03, 2022 |
|
Talking heads – Slow-motion recession leaves equities exposed
|
Sep 26, 2022 |
|
Talking heads – Energy crisis response should include faster transition
|
Sep 19, 2022 |
|
Talking heads – Opportunity knocks for global loans
|
Sep 12, 2022 |
|
Talking heads - A grim macroeconomic outlook for Europe
|
Sep 06, 2022 |
|
Talking heads - The shock-absorbing nature of infrastructure debt
|
Aug 29, 2022 |
|
Talking heads – For a yield pick-up and limited risk, choose IG credit
|
Aug 25, 2022 |
|
Talking heads – Four books to read on climate change
|
Jul 18, 2022 |
|
The uncapped impact series with GreenLight Biosciences
|
Jul 12, 2022 |
|
Talking heads – There is nothing fluffy about (investing in) the cloud
|
Jul 11, 2022 |
|
Talking heads – For defensive and attractive, choose real estate debt
|
Jul 04, 2022 |
|
Talking heads – There is resilience in asset-backed securities
|
Jun 27, 2022 |
|
Talking heads – Solutions to improve food security
|
Jun 13, 2022 |
|
Talking heads – Getting to grips with sustainability regulations
|
Jun 07, 2022 |
|
Talking heads – Shortlisting listed real estate
|
May 30, 2022 |
|
Talking heads - ESG investing and the role of the ‘S’ in company performance
|
May 23, 2022 |
|
Talking heads – Maintaining course through volatility in disruptive technology
|
May 16, 2022 |
|
Talking heads – Introducing private equity impact investing
|
May 10, 2022 |
|
Talking heads – US small caps – Fortune favours the bold
|
May 02, 2022 |
|
Talking heads - China to deliver on growth in 2022
|
Apr 26, 2022 |
|
Talking heads – Look for value in the value style
|
Apr 19, 2022 |
|
Talking heads - A new foreign exchange regime?
|
Apr 11, 2022 |
|
Talking heads - The inflation revival
|
Apr 04, 2022 |
|
Talking heads – Putting cash to work in volatile markets
|
Mar 28, 2022 |
|
Talking heads – Geopolitical storm tugs at fixed income moorings
|
Mar 21, 2022 |
|
Talking heads – Three questions on geopolitical upheaval and equity investing
|
Mar 10, 2022 |
|
Talking heads – Testing times for corporate bonds
|
Feb 28, 2022 |
|
Talking heads – Health and climate concerns drive water segment demand
|
Feb 22, 2022 |
|
Talking heads – Building back stability in Chinese equities
|
Feb 14, 2022 |
|
Talking heads – Emerging market debt: Don’t look the other way
|
Feb 07, 2022 |
|
Uncapped impact: Sunnova and the energy transition
|
Jan 31, 2022 |
|
Talking heads – Looking for direction as Fed pivots
|
Jan 31, 2022 |
|
Talking heads – Financing sustainable development
|
Jan 24, 2022 |
|
Talking heads – “A lot of value to be had” in multi-sector fixed income
|
Jan 17, 2022 |
|
Talking heads – Full valuations make 2022 a challenging year
|
Jan 10, 2022 |
|
Market weekly – Emerging markets head into 2022 in better shape
|
Dec 13, 2021 |
|
Market weekly – Investors will need to ‘shoot the rapids’ in 2022
|
Dec 06, 2021 |
|
Market weekly – A portfolio-level COP26 scorecard
|
Nov 29, 2021 |
|
Market weekly – Climate change: It is adapt or…
|
Nov 22, 2021 |
|
Market weekly – Emerging markets set to surface from tough year
|
Nov 15, 2021 |
|
Market weekly – Addressing the challenges institutional investors face
|
Nov 09, 2021 |
|
Market weekly - The why and how of thematic invest
|
Nov 01, 2021 |
|
Market weekly – Unlocking the value in fixed income
|
Oct 25, 2021 |
|
Market weekly – Confidence in storm-hit China should return
|
Oct 18, 2021 |
|
Market weekly – Convertible bonds: multi-functional and flexible capital
|
Oct 11, 2021 |
|
Market weekly – US stocks pause after winning streak
|
Oct 04, 2021 |
|
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 |
|
Market weekly – Pandemic leaves consumers smarter about their food
|
Sep 06, 2021 |
|
Market weekly - Focusing on the ‘S’ – What is in it for investors?
|
Jul 19, 2021 |
|
Market weekly – Fixed income: 2021 reflation trade, where art thou?
|
Jul 12, 2021 |
|
Market Weekly: Infra debt: Investing in the backbone
|
Jul 05, 2021 |
|
Market weekly: Ecosystem restoration: Why should investors be interested?
|
Jun 28, 2021 |
|
Market weekly: There is more to emerging market equities
|
Jun 21, 2021 |
|
Market weekly – Corporate bonds: Resilience amid rising inflation
|
Jun 14, 2021 |
|
Market weekly – Asia: A good place to change climate change
|
Jun 04, 2021 |
|
Market weekly – European equities: About to catch up
|
May 31, 2021 |
|
Market weekly – Biodiversity: Why nature loss matters
|
May 24, 2021 |
|
Market weekly – Risk-on to rock on in second half
|
May 17, 2021 |
|
Market weekly – Recovery and structural shifts signal inflation ahead in the US
|
May 10, 2021 |
|
Market weekly – Why invest in inclusive growth?
|
Apr 30, 2021 |
|
Market weekly – Creation and disruption in healthcare
|
Apr 26, 2021 |
|
Market weekly – Four questions on green bonds
|
Apr 19, 2021 |
|
Market weekly – Time for US bond investors to shift to greater flexibility
|
Apr 12, 2021 |
|
Market weekly – Strong fundamentals underpin Asian equities
|
Mar 29, 2021 |
|
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 |
|
Market weekly – What is fixed income for? Absolute return
|
Mar 08, 2021 |
|
Market weekly – Fresh impetus to ESG investing
|
Mar 01, 2021 |
|
Market weekly – Looking for pockets of value in high-yield bonds
|
Feb 22, 2021 |
|
Market weekly – Which way for carbon and offshore wind pricing in the energy transition?
|
Feb 15, 2021 |
|
Market weekly – A true alternative: private debt and real assets
|
Feb 08, 2021 |
|
Market Weekly - Climate change, a critical issue for our time
|
Feb 01, 2021 |
|
Market weekly – Spend, spend, but no inflation in sight
|
Jan 25, 2021 |
|
Market weekly – Equities’ dashboard signals another good run
|
Jan 18, 2021 |
|
Market weekly – Water, water, everywhere – and in your portfolio?
|
Jan 11, 2021 |
|
Market weekly – Eurozone interest rates are near the bottom
|
Dec 14, 2020 |
|
Market weekly - Multi-factor equity investing - Turning the corner after a difficult 2020
|
Dec 07, 2020 |
|
Market weekly – What we expect for 2021
|
Nov 30, 2020 |
|
Market weekly - Opportunities in Chinese fixed income
|
Nov 23, 2020 |
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Market weekly – Embark on the engine of growth with Asian equities
|
Nov 16, 2020 |
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Market weekly – “It’s the virus, stupid”
|
Nov 09, 2020 |
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Market weekly – Greener becomes prominent on food investing menu
|
Nov 02, 2020 |
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Market weekly – US MBS: a solid foundation and more
|
Oct 27, 2020 |
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Market weekly - Chinese equities are go
|
Oct 19, 2020 |
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Market weekly – US election: four more years or a new course?
|
Oct 13, 2020 |
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Market weekly – Looking under the hood of disruptive technology
|
Oct 05, 2020 |
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Market weekly – Carbon neutrality is achievable by 2050
|
Sep 28, 2020 |
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Market weekly – Infrastructure debt for the long run
|
Sep 21, 2020 |
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Market weekly – Still room for positive yields in USD, GBP money markets
|
Sep 14, 2020 |
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Market weekly - Reducing the risk of digital inequality
|
Aug 24, 2020 |
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Market weekly – US small caps stand to expand their lead on large caps
|
Aug 10, 2020 |
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Market weekly - Fintech in emerging markets equals access to financial services and more
|
Aug 03, 2020 |
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Market weekly – Fixed income is now a bond picker’s market
|
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
|
Jul 13, 2020 |
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Market weekly – Much too little inflation or too much inflation: which will it be?
|
Jul 06, 2020 |
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Market weekly - The case for global emerging market equities
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Jun 29, 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 15, 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?
|
Jun 01, 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
|
May 04, 2020 |
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Market weekly – Chinese equities – ahead of the curve
|
Apr 27, 2020 |
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Market weekly – Time to add risk in multi-asset portfolios?
|
Apr 20, 2020 |
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Market weekly - Quality will withstand volatile equity markets
|
Apr 14, 2020 |
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Market weekly - Sustainability and resilience in volatile markets
|
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
|
Mar 23, 2020 |
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Market weekly – Quality is now key
|
Mar 16, 2020 |