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Investment Insights is the podcast channel for BNP Paribas Asset Management and features commentary from our experts on current market themes and topics.

Investment Insights BNP Paribas

    • Affaires
    • 5.0 • 1 note

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 – Looking under the hood of disruptive technology

    Market weekly – Looking under the hood of disruptive technology

    The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equities, talks to Chief Market Strategist Daniel Morris about the fundamental drivers in such disruptive technologies and about valuations which may look high, but could well be justified by current market conditions.

    Get more here: https://investors-corner.bnpparibas-am.com/

    • 13 min
    Market weekly – Carbon neutrality is achievable by 2050

    Market weekly – Carbon neutrality is achievable by 2050

    The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist Mark Lewis discusses with senior investment strategist Daniel Morris the EU’s efforts to achieve net zero emissions by 2050, the implications for the carbon market and the workings of the emissions trading system.

    Get more here: https://investors-corner.bnpparibas-am.com/

    • 16 min
    Market weekly – Infrastructure debt for the long run

    Market weekly – Infrastructure debt for the long run

    Investment in infrastructure debt could provide institutional investors with long-dated, high-quality cash flows. These can serve to match liabilities, provide yield enhancement potential relative to other fixed income instruments and diversify a portfolio. Karen Azoulay, head of infrastructure debt, talks to senior investment strategist Daniel Morris about our approach to investing in infrastructure debt in these challenging times.

    Get more here: https://investors-corner.bnpparibas-am.com/

    • 14 min
    Market weekly – Still room for positive yields in USD, GBP money markets

    Market weekly – Still room for positive yields in USD, GBP money markets

    Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in this asset class.

    Get more here: https://investors-corner.bnpparibas-am.com

    • 14 min
    Market weekly - Reducing the risk of digital inequality

    Market weekly - Reducing the risk of digital inequality

    The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in the move to a digitalised society. Anu Rames, tech and healthcare analyst for our Sustainability Centre, talks to senior investment strategist Daniel Morris about how we can reduce the risk of digital inequality.

    Get more here: https://investors-corner.bnpparibas-am.com/

    • 17 min
    Market weekly - US small caps stand to expand their lead on large caps

    Market weekly - US small caps stand to expand their lead on large caps

    Large-scale stimulus measures, a cyclical bounce for the economy and attractive valuations have converged to brighten the prospects for US small capitalisation stocks. Pamela Woo, head of US equities, shares the details of her views - including comments on the upcoming US election - with Daniel Morris, senior inveatemnent strategist.

    Get more: https://investors-corner.bnpparibas-am.com/

    • 16 min

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