Investment Insights

By BNP Paribas Asset ManagementBusiness Investing

Investment Insights episodes

March 27, 2023 Talking heads – A silver lining for green stocks
Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture capital investments. Listen to this Talking heads podcast with Edward Lees, Environmental Strategies Group co-head, as he shares some of the opportunities he sees in environmentally focused stocks with chief market strategist Daniel Morris.

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13 min
March 20, 2023 Talking heads – Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. Listen to this Talking heads podcast with portfolio manager absolute return Cedric Bernard-Villeneuve and chief market strategist Daniel Morris. They discuss the sensibility of smaller central bank rate rises and the wide opportunity set in the fixed income asset class. Cedric highlights the potential presented by short duration trades and by positioning for steeper bond yield curves.

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15 min
March 13, 2023 Talking heads – Sheltering from volatility with real estate debt
Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. Their topics include fundamental characteristics of real estate debt such as its role as an inflation hedge – through the floating rate coupons on the debt – and the predictability of cash flows resulting from the structure of leases.

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12 min
March 06, 2023 Talking heads – US high-yield bonds, where do we go from here?
High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had a good run since the fourth quarter of 2022. Listen to this Talking heads podcast with William Springman, portfolio manager for US high-yield debt, and chief market strategist Daniel Morris as they discuss prospects for US high-yield bonds.

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15 min
February 27, 2023 Talking heads – No ‘silver bullet’ to improve food security
In recent years, food security has become a more prominent issue for consumers and governments, alongside energy security. In this Talking heads podcast, Portfolio Manager Agne Rackauskaite and Chief Market Strategist Daniel Morris discuss responses to the food security question. They include a rise in food protectionism in the form of export restrictions, near-shoring and re-shoring, government investment in agri-tech and the need for incentives to reduce supply chain losses and food waste.

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16 min
February 20, 2023 Talking heads – Bold stewardship to achieve ESG objectives
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments to environmental, social and governance objectives. Listen to this Talking heads podcast with Jane Ho, head of stewardship at BNP Paribas Asset Management for the Asia Pacific region (APAC), and chief market strategist Daniel Morris as they discuss the evolving role of our stewardship in Asia.

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12 min
February 13, 2023 Talking heads – The strategic case for investing in private assets
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity of traditional asset classes to generate attractive investment returns, the search is on for alternatives. Listen to this Talking heads podcast with David Bouchoucha, head of private assets, and chief market strategist Daniel Morris as they discuss the strategic case for investing in private assets.

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14 min
February 09, 2023 What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes.

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9 min
February 06, 2023 Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for other economies. On this Talking heads podcast, Zhikai Chen, head of emerging market equities, tells chief market strategist Daniel Morris that nearer neighbours such as Thailand should benefit from more tourism. The new focus on fueling growth should be good news for energy and materials exporters. In China itself, consumption should take over from fixed asset investment as the main growth driver.

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11 min
January 30, 2023 Talking Heads - Quantitative investing: using facts for security selection
Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the future. On this Talking heads podcast, senior quantitative analyst Frederic Abergel discusses the basics with chief market strategist Daniel Morris. They then go into how risks are managed in a portfolio and discuss three ways of measuring the performance of a multifactor portfolio.

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19 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.