Investment Insights

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this episode. Stephane Blanchoz, Head of Alternative Solutions, and Andrew Craig, Co-head of Investment Insights Centre, discuss the mature US market and the  opportunity-rich European market for private credit. They also go into the benefits of investing through an asset manager and the outlook for 2025.

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Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outlook – Opportunities in a volatile world. They discuss US Treasury and corporate bonds, US, European and emerging market equities, and – a barbarous relic – gold.

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What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs?  Why are they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Craig, Co-head of the Investment Insights Centre.

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Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways from the recent multilateral COP16 meeting and the importance of heading off systemic risks such as even partial ecosystem collapse. Robert Alexandre also discusses how BNP Paribas Asset Management is taking biodiversity into account, the recent update of our biodiversity roadmap and next steps in the fight to tackle biodiversity loss.

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Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that amid the mixed results, there was progress on greater transparency in carbon markets and measures to tackle climate change fallout in developing countries. They also discuss hopes that next year’s COP conference can make progress on commitments to transitioning away from fossil fuels.

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The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not  that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created.

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What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre.

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With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week’s edition.

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While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is coming. Jakob Thomä, Research Director at the Inevitable Policy Response, tells Andrew Craig, Co-head of the Investment Insights Centre, that investors are taking the view climate change is a risk factor to be tackled now. 

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Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next.  At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. 

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