Investment Insights

By BNP Paribas Asset ManagementBusiness Investing

Investment Insights episodes

March 12 Talking Heads - High-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers. Even in the face of higher market volatility, liquidity has remained high, Stef notes, adding: “Investors are looking for yield wherever they can get it. And the asset class has matured enough to be more and more attractive to a wider range of investors.”

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8 min
March 05 Talking Heads - Tackling volatility with public debt money market funds
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant net asset value (CNAV) money market funds.

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8 min
February 26 Talking Heads - What’s the outlook for yields and demand in euro credit?
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.

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12 min
February 19 Talking Heads - Sustainability agenda – Capital and solutions for real-world issues
Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the prospects for sustainability-related investing amid scepticism and a pushback in some areas.

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10 min
February 12 Talking Heads - Incorporating inclusive growth as a stock selection factor
Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.

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8 min
February 06 Talking Heads - How do synthetic money market ETFs work?
The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of Equity ETF & Index Management team in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment Insight Centre, why this development matters for investors.

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9 min
January 30 Talking Heads - Electrification and AI turbocharge the clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.

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12 min
January 23 Talking Heads - The AI angle to Indian equities
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large software industry and spreading AI adoption should help brighten the prospects for 2026.

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8 min
January 16 Talking Heads - In focus: Active and ESG ETF rebound towards year end
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery after a spell of hesitant flows into ESG-aligned strategies.

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8 min
January 08 Talking Heads - Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’s ambition to produce more of what it consumes, the durability of capital spending on artificial intelligence, monetary policy, and Europe’s drive to boost competitiveness and strategic autonomy.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
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12 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.