Investment Insights

By BNP Paribas Asset ManagementBusiness Investing

Investment Insights episodes

July 20, 2020 Market weekly – The environment, an extraordinary investment opportunity
Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon emissions and addressing environmental challenges creates an extraordinary investment opportunity. In this week’s podcast, Edward Lees, Co-head of the Environmental Strategies Group, talks to senior investment strategist Daniel Morris about what lies ahead.

Get more: http://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
18 min
July 14, 2020 Market weekly - Private debt and real assets: a resilient asset class across cycles
Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. In this week’s podcast, David Bouchoucha, chief investment officer of private debt & real assets (PDRA), talks to Daniel Morris, senior investment strategist, about the attractions of the asset class.

Get more: https://investors-corner.bnpparibas-am.com
Hosted on Ausha. See ausha.co/privacy-policy for more information.
23 min
July 06, 2020 Market weekly - Much too little inflation or too much inflation: which will it be?
Whatever-it-takes spending programmers by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this wall of money will unleash inflation in the coming years. In this week’s podcast, Richard Barwell, head of macroeconomic research, discusses the prospects for inflation and the implications for investors with our senior investment strategist Daniel Morris.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
18 min
July 03, 2020 Market weekly - The case for global emerging market equities
In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist.
Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
17 min
June 22, 2020 Market weekly - What to expect after the Great Pandemic of 2020
The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making the hunt for yield all the more acute for investors.

Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
14 min
June 16, 2020 Market weekly – Factor investing in equities: lessons from the COVID-19 crisis
In the recent equity market rally, exposures to factors did not perform as expected. In this podcast, we discuss the particularities of the rally and the outlook for factor investing.

Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
13 min
June 08, 2020 Market weekly – Consumer innovators in the post-pandemic world
The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, we discuss the impact of the pandemic on consumer trends and themes.
Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
1 min
June 02, 2020 Market weekly – Do you have the equity protection you need?
In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays can play in equity portfolios and the benefits they can provide.
Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
18 min
May 25, 2020 Market weekly – Healthcare, an investment theme for the coming decade
Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade.
Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
17 min
May 18, 2020 Market weekly – Riding the digital transformation with US equities
Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and senior equity analyst for US equities, discuss the opportunities.
Get more: https://investors-corner.bnpparibas-am.com/
Hosted on Ausha. See ausha.co/privacy-policy for more information.
18 min

About Investment Insights

From the publisher's feed

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