Investment Insights is the podcast channel for BNP Paribas Asset Management and features commentary from our experts on current market themes and topics.
Market weekly – Convertible bonds: multi-functional and flexible capital
Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with bond-like protection on the downside. If we are at the start of a cycle of rising interest rates, the option investors in these nominal assets (bonds) hold to convert to real assets (equities) could prove invaluable.
Market weekly – US stocks pause after winning streak
The S&P 500 stock index ended September down by 4.8%, its first monthly drop since January and the largest fall since March 2020. Vincent Nichols, investment specialist for US equities, reviews recent events and the outlook for US stocks.
Market weekly – Transforming tech: Innovation and regulation
At the centre of a pandemic-induced boom, stern regulation efforts and forays into new turf, the technology sector is making almost daily headlines and requires robust research to separate the possibilities from the pitfalls, argues Pamela Hegarty, lead portfolio manager with a focus on information technology and communication services.
Market weekly – Private debt stands out amid the uncertainty
Uncertainty over the macroeconomic landscape and the outlook for monetary policy currently combine with an awareness among investors that by many measures, valuations in public markets are on the high side. David Bouchoucha, head of our private debt and real assets team, talks about the characteristics that make private debt an attractive alternative.
Market weekly – Pandemic leaves consumers smarter about their food
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and consumption affected? Agne Rackauskaite, co-portfolio manager of Impax Asset Management’s sustainable food strategy, gives investors her view on the post-pandemic outlook.
Market weekly - Focusing on the ‘S’ – What is in it for investors?
It is a win-win for companies to target the social aspects of doing business, next to environmental responsibility and proper governance, and it can be so for investors as well, argues senior portfolio manager Maria Luz Diaz Blanco.