Investment Insights

By BNP Paribas Asset ManagementBusiness Investing

Investment Insights episodes

October 31, 2022 Talking heads – Water investing can withstand an economic storm
The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate change and years of underinvestment, particularly in water infrastructure. This focus should have a direct positive impact on companies providing water solutions, Justin Winter, water strategy co-manager, tells Andrew Craig, co-head of the investment insights centre.

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13 min
October 24, 2022 Talking heads – Focusing on the positives for Chinese equities
In a continued correction, the Chinese equity market has underperformed other emerging markets this year, but various metrics are pointing to opportunities, while the authorities appear to have begun addressing two ‘big mountains’ standing in the way of a rebound – China’s tough measures to crush Covid outbreaks and the property market crisis.
13 min
October 17, 2022 Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not lose sight of the longer-term potential of areas such as solar and green hydrogen, Edward Lees, co-head of the Environmental Strategies Group, tells chief market strategist Daniel Morris on our weekly Talking heads podcast.

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13 min
October 10, 2022 Talking heads – Thematic investing: looking beyond the crises
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot away from traditional 60-40 portfolios to a broad and diversified set of opportunities that can create market-beating returns spanning several generations.

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13 min
October 03, 2022 Talking heads – As an alternative, consider a direct small lending portfolio
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio diversification and attractive returns might want to consider a relatively young and little known asset class: direct small lending.

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15 min
September 26, 2022 Talking heads – Slow-motion recession leaves equities exposed
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the effects of the encroaching recession. This leaves markets vulnerable to a downside correction once the message sinks in.

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13 min
September 20, 2022 Talking Heads - Energy crisis response should include faster transition
Listen to this Talking heads podcast with Edward Lees, co-head environmental strategies group, and chief market strategist Daniel Morris. They discuss opportunities ranging from US infrastructure and securing supply chains for electric vehicle batteries to EV software and residential solar panels. Lees warns that funding support for under-pressure households should target the beneficiaries of high oil and gas prices without jeopardising the capital spending needed to speed up the energy transition.
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20 min
September 12, 2022 Talking Heads - Opportunity knocks for global loans
Listen to this Talking heads podcast with Vanessa Ritter, Head of Global Loans as she discusses the current environment and perspectives for the global loan market. She outlines the current opportunities and rational for investing in this asset class.
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14 min
September 08, 2022 Talking Heads - A grim macroeconomic outlook for Europe
Listen to this Talking heads podcast with Anaïs Boussie, our senior European economist as she discusses the outlook and perspectives for 2023 and 2024. She outlines the policy measures she expects the ECB and national governments to employ in coping with the consequences of the energy crisis and weak economic growth.
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20 min
August 30, 2022 Talking heads - The shock-absorbing nature of infrastructure debt
As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes that stand out for investors. One key point is that many of the services financed with these bonds are indexed, protecting cash flows from rising inflation. Also, the debt typically has floating rate coupons that are adjusted when interest rates rise.
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11 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.