Investment Insights

BNP Paribas Asset Management
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Podcast “Investment Insights”

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

  1. HACE 2 D

    Talking Heads - Opportunities in US healthcare stocks

    Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon talks about the opportunities he sees arising from healthcare innovation.    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 by Ausha. See ausha.co/privacy-policy for more information.

    15 min

  2. 20 SEPT

    Talking Heads - Our 2024 Thematics Barometer

    How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Management with Coalition Greenwich, and Andrew Craig, Co-Head of the Investment Insights Centre. To read the full report, visit our 2024 Thematics Barometer page. 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 by Ausha. See ausha.co/privacy-policy for more information.

    11 min

  3. 18 SEPT

    Talking Heads - Stewardship - Making our ESG policies actionable

    Stewardship is the direct engagement between us, BNP Paribas Asset Management, as investors and the companies we invest in. Listen to this Talking Heads podcast with Rachel Crossley, Head of Stewardship for Europe within the Global Sustainability Centre at BNP Paribas Asset Management, and Andrew Craig, Co-head of the Investment Insights Centre. 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 by Ausha. See ausha.co/privacy-policy for more information.

    10 min

  4. 10 SEPT

    Talking Heads - Emerging market debt: Further to go after a strong run

    Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this Talking Heads podcast with Alaa Bushehri, Head of Emerging Market Debt at BNP Paribas Asset Management, and Andrew Craig, Co-head of the Investment Insights Centre. 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 by Ausha. See ausha.co/privacy-policy for more information.

    9 min

  5. 4 SEPT

    Talking Heads – Inequality: why does it matter for investors?

    Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting productivity and well-being. As such, it can make a crucial contribution to a healthy society and stable economy. Equality Lead and ESG Analyst Sindhu Janakiram discusses these issues with Chief Market Strategist Daniel Morris. Static categories of winners and losers stand in the way of equal opportunity and social mobility. 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 by Ausha. See ausha.co/privacy-policy for more information.

    7 min

  6. 27 AGO

    Talking Heads – How to lock attractive interest rates for fixed periods

    In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a mutual fund or an exchange-traded fund (ETF), are timely in that short-term interest rates have now peaked, and leading central banks are beginning to lower them now that economies have plateaued and inflationary pressures in job markets are wearing off. 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 by Ausha. See ausha.co/privacy-policy for more information.

    5 min

  7. 19 AGO

    Talking Heads – How to have an impact with investments

    In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns.  They cover the three ingredients of impact investing – intentionality, additionality, and impact management and measurement – and talk about how investors can design and implement their impact strategies. 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 by Ausha. See ausha.co/privacy-policy for more information.

    9 min

  8. 7 AGO

    Caution after the market sell-off

    Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession. 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 by Ausha. See ausha.co/privacy-policy for more information.

    9 min
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Información

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

Ficha técnica

  • Creado por
    BNP Paribas Asset Management
  • Años en activo
    2016 - 2024
  • Episodios
    273
  • Clasificación
    Apto
  • Derechos de autor
    © BNP Paribas Asset Management
  • Sitio web del podcast
    Investment Insights

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