Talking Heads

By BNP Paribas Asset Management

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Episodes: 300

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 on Ausha. See ausha.co/privacy-policy for more information.

Episode Date
ETF investing in European defence
Jun 05, 2026
Disrupting the world order
Jun 04, 2026
European small caps offer income and growth
May 28, 2026
China: Tech self-sufficiency drive bodes well for growth
May 21, 2026
AI: Transforming quantitative portfolio management
May 14, 2026
Inflation-linked bonds can navigate the shocks
May 07, 2026
US small caps – Reasons to be cheerful
Apr 30, 2026
Licence to roam empowers absolute return bond approach
Apr 22, 2026
Flows into core equity ETFs hold up amid Middle East conflict
Apr 16, 2026
Healthcare equities: Healthier prospects in 2026
Apr 10, 2026
The grass has become greener for green bonds
Apr 08, 2026
Decarbonisation and climate solutions providers to gain new prominence
Apr 02, 2026
Managing multi-asset portfolios amid the volatility
Mar 26, 2026
Renewable energy in focus amid the energy shock
Mar 19, 2026
High-yield credit – A source of diversification and returns
Mar 12, 2026
Tackling volatility with public debt money market funds
Mar 05, 2026
What’s the outlook for yields and demand in euro credit?
Feb 26, 2026
Sustainability agenda – Capital and solutions for real-world issues
Feb 19, 2026
Incorporating inclusive growth as a stock selection factor
Feb 12, 2026
How do synthetic money market ETFs work?
Feb 06, 2026
Electrification and AI turbocharge the clean energy outlook
Jan 30, 2026
The AI angle to Indian equities
Jan 23, 2026
In focus: Active and ESG ETF rebound towards year end
Jan 16, 2026
Rotating drivers of growth
Jan 08, 2026
US high-yield bonds benefit from improved quality and demand
Dec 16, 2025
Sustainability now the core driver of GDP growth in Asia
Dec 11, 2025
Emerging market debt likely to keep basking in the sun
Dec 05, 2025
Getting China back on the path to sustainable growth
Nov 25, 2025
Highlighting the role of natural capital in portfolios
Nov 21, 2025
Getting the best out of the quality factor in European equities
Nov 12, 2025
Tailwinds for emerging markets include the weak dollar and AI spending
Nov 05, 2025
In Conversation – What to expect at the COP30 climate summit?
Oct 31, 2025
What are the megatrends in global equities?
Oct 29, 2025
In Conversation – Bringing together sustainability-minded stakeholders
Oct 22, 2025
A remarkable quarter for exchange-traded funds
Oct 15, 2025
Flexibility in global bonds with absolute return
Oct 09, 2025
Full steam ahead for US small caps
Oct 02, 2025
Offering the best of active and passive investing in ETFs
Sep 25, 2025
What has been happening in the food and agriculture sector?
Sep 18, 2025
European small-cap stocks have the wind in their sails
Sep 12, 2025
Sustainability, bending, but not breaking
Sep 02, 2025
Setting a course for investing in the rest of 2025
Aug 06, 2025
Combining asset ownership and stewardship
Jul 29, 2025
What next with digital assets such as tokenised securities?
Jul 22, 2025
A look at the latest ETF flows
Jul 18, 2025
Any viable alternatives to a US dollar in the doldrums?
Jul 16, 2025
Artificial Intelligence - Everything, Everywhere, All at once
Jul 08, 2025
Have green bonds emerged from their niche?
Jul 01, 2025
What’s new in thematic investing? Check out our Barometer
Jun 25, 2025
What’s new on ocean protection and preservation?
Jun 19, 2025
Making the case for absolute return bonds
Jun 10, 2025
Which long-term themes are set to drive global equity markets?
Jun 05, 2025
Investing via an ETF in the European defence sector
May 26, 2025
It’s a match: infrastructure investing and Europe’s new focus
May 20, 2025
Investing in the resilience of environmental trends
May 15, 2025
Maintaining discipline when equities scatter
May 07, 2025
Curious about private equity?
Apr 30, 2025
Generating income, protecting capital in bonds
Apr 24, 2025
ETF flows and trends in a world in flux
Apr 22, 2025
Making a difference with impact investing
Apr 16, 2025
Tariff turmoil clouds Europe’s economic outlook
Apr 11, 2025
The case for long-short convertibles in volatile times
Apr 08, 2025
Emerging markets and US tariffs: opening gambit or torpedo?
Apr 04, 2025
Thinking about diversification? Try asset-backed securities
Apr 03, 2025
A new focus on investing in water
Mar 26, 2025
Long-term trends underpin European private equity infrastructure
Mar 20, 2025
Time to unearth value stocks and diversify
Mar 11, 2025
US small caps: looking beyond the near-term uncertainties
Mar 06, 2025
Navigating ESG investing with ETFs
Feb 28, 2025
Absolute return fixed income in an uncertain world
Feb 21, 2025
Broadening perspectives on the outlook for sustainability
Feb 13, 2025
Watch out, concentration risk ahead
Feb 05, 2025
Asia electrifies!
Jan 30, 2025
Where to invest given all the unknowns
Jan 22, 2025
Introducing private credit to a wider audience
Jan 14, 2025
Where might markets go?
Jan 08, 2025
Understanding Active ETFs
Dec 17, 2024
Discussing biodiversity loss, COP16, and our updated roadmap
Dec 09, 2024
What are the takeaways from the COP29 climate talks?
Dec 05, 2024
Is US environmental investing over? Not so fast
Nov 26, 2024
Unpicking the results of the US election
Nov 20, 2024
Will US equities run much further, pause or stumble?
Nov 13, 2024
What are the implications of climate change for investors?
Nov 06, 2024
What's in the mix for yields of US Treasuries?
Oct 30, 2024
Systematic investing - Bigger, stronger, faster
Oct 22, 2024
Assessing turning points in the equity outlook
Oct 16, 2024
Green and social bonds: a fully grown market
Oct 08, 2024
European small caps to outdo large caps
Oct 03, 2024
Opportunities in US healthcare stocks
Sep 26, 2024
Our 2024 Thematics Barometer
Sep 20, 2024
Stewardship - Making our ESG policies actionable
Sep 18, 2024
Emerging market debt: Further to go after a strong run
Sep 10, 2024
Inequality: why does it matter for investors?
Sep 04, 2024
How to lock attractive interest rates for fixed periods
Aug 27, 2024
How to have an impact with investments
Aug 19, 2024
Caution after the market sell-off
Aug 07, 2024
AI investment: the mega-caps ‘arms race’ is on
Jul 31, 2024
Catch the gripping coupons of leveraged loans
Jul 24, 2024
Progressing portfolios to net zero
Jul 16, 2024
Will election results upend climate policies?
Jul 09, 2024
Natural capital: the multiple merits of managed sustainable forestry
Jul 02, 2024
The case for sovereign debt in multi-asset portfolios – and for gold
Jun 25, 2024
Taking an active look at trends in ETFs
Jun 18, 2024
Short maturity European high-yield bonds: a promising blend
Jun 11, 2024
Springtime for the eurozone economy
Jun 04, 2024
Adding a string to your bow with absolute return fixed income
May 28, 2024
US rate cuts would benefit frontier market bonds as well
May 21, 2024
Scoring sovereign issuers of green bonds
May 14, 2024
Indian equities on a roll
May 07, 2024
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
Investing in global equities with a net zero tilt
Apr 09, 2024
Money market funds can still work when rates rise
Apr 03, 2024
US stocks: small is also beautiful
Mar 27, 2024
Investing in water: from chips to lithium to PFAS
Mar 19, 2024
Offering tailored support and advice on sustainable investment solutions
Mar 12, 2024
Is it ouch or aye for the environment as AI booms?
Mar 05, 2024
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
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
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
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
Market weekly – Embark on the engine of growth with Asian equities
Nov 16, 2020
Market weekly – “It’s the virus, stupid”
Nov 09, 2020
Market weekly – Greener becomes prominent on food investing menu
Nov 02, 2020
Market weekly – US MBS: a solid foundation and more
Oct 27, 2020
Market weekly - Chinese equities are go
Oct 19, 2020
Market weekly – US election: four more years or a new course?
Oct 13, 2020
Market weekly – Looking under the hood of disruptive technology
Oct 05, 2020
Market weekly – Carbon neutrality is achievable by 2050
Sep 28, 2020
Market weekly – Infrastructure debt for the long run
Sep 21, 2020
Market weekly – Still room for positive yields in USD, GBP money markets
Sep 14, 2020
Market weekly - Reducing the risk of digital inequality
Aug 24, 2020
Market weekly – US small caps stand to expand their lead on large caps
Aug 10, 2020
Market weekly - Fintech in emerging markets equals access to financial services and more
Aug 03, 2020
Market weekly – Fixed income is now a bond picker’s market
Jul 27, 2020
Market weekly – The environment, an extraordinary investment opportunity
Jul 20, 2020
Market weekly – Private debt and real assets: a resilient asset class across cycles
Jul 13, 2020
Market weekly – Much too little inflation or too much inflation: which will it be?
Jul 06, 2020
Market weekly - The case for global emerging market equities
Jun 29, 2020
Market weekly - What to expect after the Great Pandemic of 2020
Jun 22, 2020
Market weekly – Factor investing in equities: lessons from the COVID-19 crisis
Jun 15, 2020
Market weekly – Consumer innovators in the post-pandemic world
Jun 08, 2020
Market weekly – Do you have the equity protection you need?
Jun 01, 2020
Market weekly – Healthcare, an investment theme for the coming decade
May 25, 2020
Market weekly – Riding the digital transformation with US equities
May 18, 2020
Market weekly – Seize the opportunities with active equity strategies
May 11, 2020
Market weekly – Fixed income – deflation, not inflation, is the main risk now
May 04, 2020
Market weekly – Chinese equities – ahead of the curve
Apr 27, 2020
Market weekly – Time to add risk in multi-asset portfolios?
Apr 20, 2020
Market weekly - Quality will withstand volatile equity markets
Apr 14, 2020
Market weekly - Sustainability and resilience in volatile markets
Apr 06, 2020
Market weekly - Some calm after the storm
Mar 30, 2020
Market weekly - This policy response can turn the tide
Mar 23, 2020
Market weekly – Quality is now key
Mar 16, 2020