Talking Heads

In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a mutual fund or an exchange-traded fund (ETF), are timely in that short-term interest rates have now peaked, and leading central banks are beginning to lower them now that economies have plateaued and inflationary pressures in job markets are wearing off.

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In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of impact investing, which aims to generate positive social and environmental outcomes alongside financial returns.  They cover the three ingredients of impact investing – intentionality, additionality, and impact management and measurement – and talk about how investors can design and implement their impact strategies.

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Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession.

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On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services.  Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel Morris survey the AI landscape and tackle the questions that matter for investors.

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How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics include the segment’s diversification benefits,  its solid track record and its role as a hedge against inflation.

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How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improving financial returns? Taking our recent handbook, Adjusting your approach to net zero and including our wider sustainability framework, Andrew Craig, Co-head of the Investment Insight Centre, and Fabio Pinna, Portfolio Manager Systematic & Quantitative Investment, discuss ways to transition portfolios so that they contribute to net zero greenhouse gas emissions.

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With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part, Alex Bernhardt, Global Head of Sustainability Research, tells Chief Market Strategist Daniel Morris.

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In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Investment Insights Centre, the process of producing certified wood and its use as a recyclable alternative for plastic packaging and construction steel.

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The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.

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In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also covers innovations including fixed maturity ETFs that combine the benefits of an ETF and the characteristics of a standalone bond with a set maturity date and declining interest-rate risk over time. Another topic is a more active approach to the management of these index-related products.

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