Investment Insights

By BNP Paribas Asset ManagementBusiness Investing

Investment Insights episodes

July 31, 2023 Talking Heads – Peak rates or not, consider jumping the gun
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for the time when inflation-busting policy tightening ends and slowing growth and an uptick in unemployment spur the Fed into taking rates back down to a less restrictive level. Listen to this Talking Heads podcast with Ken O’Donnell, Head of Short Duration, as he sets out the outlook for the US economy and the path of interest rates for Daniel Morris, Chief Market Strategist.

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16 min
July 24, 2023 Talking Heads – Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors regularly on our key sustainability objectives. These include the integration of Environmental, Social and Governance (ESG) considerations into our investments, the alignment of our investments with net zero goals by 2050 and conducting business responsibly as an asset manager. Listen to this Talking Heads podcast with Jane Ambachtsheer, Global Head of Sustainability, and Andy Craig, Co-head of the Investment Insights Centre, as they discuss our annual Sustainability Report - Towards a sustainable transition.

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14 min
July 20, 2023 Uncapped impact: Plug Power and the hydrogen economy
Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the third of this series we discuss the green hydrogen economy, its future applications and the wide-ranging potential of hydrogen with Andy Marsh, President and CEO of Plug Power, a global end-to-end green hydrogen provider. Is there more to the clean hydrogen ecosystem than mere hype? He thinks so, but don’t take our word for it.

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33 min
July 17, 2023 Talking Heads – Mid-year outlook: “Is it different this time?”
What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for economic growth as central banks tighten monetary policy? Is recession inevitable? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, 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
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17 min
July 10, 2023 Talking Heads – Water, water, solutions needed everywhere
Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change. Listen to this Talking Heads podcast with Justin who gives Andrew Craig, Co-head of the Investment Insights Centre, examples of climate-related water scarcity and abundance issues.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34">https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am">https://bnpp.lk/am

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14 min
July 03, 2023 Talking Heads – Using behavioural insights for better investment decisions
The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of phenomena in shaping market events. Listen to this Talking Heads podcast with Aquiles Mosca, Head of Sales, Marketing & Digital at BNP Paribas Asset Management Brazil and a behavioural finance teacher, and Daniel Morris, Chief Market Strategist.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
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10 min
June 26, 2023 Talking Heads - Artificial intelligence (AI) excitement fuels tech stock rally
Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets. Listen to this Talking Heads podcast with Derek Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and play.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
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14 min
June 19, 2023 Talking Heads – How and why investors are using thematic investing
Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to opt for thematic investing strategies, alongside diversification and risk reduction. On this Talking Heads podcast, Mark Buckley, Head of Investment Management at Coalition Greenwich, and Chief Market Strategist Daniel Morris discuss the second thematic investing research report published by BNP Paribas Asset Management and BNP Paribas Corporate & Institutional Banking in partnership with Coalition Greenwich.

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16 min
June 13, 2023 Talking Heads – Tapping private markets for the ecological transition and impact
While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide range of sources are needed to finance it, including private markets. Listen to this Talking Heads podcast with Yann Lagalaye, Head of Ecological Transition and Impact in the Private Assets group, and Chief Market Strategist Daniel Morris.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
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14 min
June 05, 2023 Talking Heads – Household loans, an alternative asset class that improves the mix
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio diversification and attractive returns could well consider a relatively young, little-known, but high-quality asset class: household loans. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Andrew Craig on this Talking Heads podcast.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34">https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am">https://bnpp.lk/am

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13 min

About Investment Insights

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Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors.