Talking Heads BNP Paribas Asset Management

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also covers innovations including fixed maturity ETFs that combine the benefits of an ETF and the characteristics of a standalone bond with a set maturity date and declining interest-rate risk over time. Another topic is a more active approach to the management of these index-related products.

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With official interest rates in the eurozone having begun their descent and the economy bottoming out,  selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager.  Among the topics their discussion covers are the merits of a short duration approach and the sectors whose prospects appear favourable.

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

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As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges loom: weak European competitiveness, geopolitical headwinds, productivity issues, and restrictive central bank monetary policy.

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

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With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed income, absolute return fixed income strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields. Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our absolute return fixed income team. He tells Andrew Craig, Co-head of the Investment Insights Centre, that appealing features of this approach also include its focus on capital preservation and benefiting from value differences between regions, countries and markets, even if yields are moving higher.  

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

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The prospect of rate cuts by the US Federal Reserve later this year should allow frontier market bonds to build on what has been a months-long run of robust performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt.Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, there are still frontier markets where his investment team continues to see value.

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

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A growing number of governments and state agencies is turning to the green bond market to fund measures aimed at helping countries to adapt to and mitigate the effects of climate change or tackle issues such as social inequality.Listen to this Talking Heads podcast with Malika Takhtayeva, ESG analyst, and Ilan Tamsot, Portfolio Manager, as they discuss the sovereign green bond scoring methodology of BNP Paribas Asset Management and today’s green bond market challenges with Daniel Morris, Chief Market Strategist.

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

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