255 episodes
Investment Insights BNP Paribas Asset Management
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- Business
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
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Talking Heads – US rate cuts would benefit frontier market bonds as well
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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Talking Heads – Scoring sovereign issuers of green bonds
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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Talking Heads – Indian equities on a roll
Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market Strategist, in this episode of Talking Heads that the upbeat outlook for the large services sector, further domestic growth and the reallocation of Indian assets towards equities should underpin the market. Potential risk factors to monitor include rises in energy prices and/or interest rates. Both of which could throw the economy off course.
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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Talking Heads – The weighty impact of anti-obesity drugs, also for investors
Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these weight loss pills. Get the full picture and what it means for food sector investing from Agne Rackauskaite, Portfolio Manager at Impax Asset Management, on this Talking Heads podcast 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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Talking Heads – Getting Asia on board on climate and nature goals
With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy voting, issuer engagement and policy advocacy.
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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Talking Heads – Exchange-traded funds: adding ESG into the mix
Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs.
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.
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