130 episodes

The Talking Heads podcast offers in-depth insights 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 Talking Heads, you’ll also get access to our Uncapped impact and Asset allocation series’ every few weeks.

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

Talking heads BNP Paribas Asset Management

    • Business
    • 5.0 • 1 Rating

The Talking Heads podcast offers in-depth insights 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 Talking Heads, you’ll also get access to our Uncapped impact and Asset allocation series’ every few weeks.

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

    What to look for when allocating assets in 2023

    What to look for when allocating assets in 2023

    Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes. 

    • 8 min
    Emerging market equities: it’s all eyes on the Chinese consumer

    Emerging market equities: it’s all eyes on the Chinese consumer

    Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for other economies. The shift should support those countries benefiting from the expected pickup in Chinese travel abroad and domestic consumer spending after Beijing scrapped its stringent mobility-restricting rules to contain the spread of Covid. 

    • 10 min
    Quantitative investing: using facts for security selection

    Quantitative investing: using facts for security selection

    Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the future. Quantitative investing, by contrast, focuses on the facts: how historical data relationships may give us insight into future market moves, helping us to systematically select assets on the basis of signals or factors. 

    • 18 min
    There is a reasonable alternative: mortgage bonds

    There is a reasonable alternative: mortgage bonds

    After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse part of the gloomy outcome of a challenging and volatile 2022. With the peak in inflation behind us and the end of the US Federal Reserve’s rate rising cycle in sight, investors have an opportunity to benefit for a likely bounce-back. 

    • 13 min
    Make way, greenback, it is time for the euro and the yen

    Make way, greenback, it is time for the euro and the yen

    In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground in 2023 as its lustre as a high-yielding hedge fades. Expect the euro and the Japanese yen to pick up the baton as both economies profit from the gradual reopening of the Chinese economy now that Beijing has dropped its strict Covid-fighting regime.   

    • 7 min
    Upturn beckons for emerging market corporate bonds

    Upturn beckons for emerging market corporate bonds

    We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and the wider Asian region. However, a raft of uncertainties including those concerning  inflation and geopolitics, could make for a volatile environment in 2023. 

    • 13 min

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