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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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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 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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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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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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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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After a bright start, US mortgage-backed securities face a sunnier year in which this fixed income asset class could reverse part of the gloomy outcome of a challenging and volatile 2022. In this Talking heads podcast, John Carey, head of structured securities, tells chief market strategist  Daniel Morris that the mortgage-backed securities (MBS) segment now presents a reasonable choice for fixed income investors. It offers the prospect of significant yield pick-up relative to US Treasuries,  high credit quality and stable cash flows in a market environment where recession could cloud the appeal of corporate bonds and equities.

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In what can be expected to still be volatile currency markets, the US dollar looks set to lose further ground in 2023 as its lustre as a high-yielding hedge fades. Listen to this Talking heads podcast with John Bradley, head of foreign exchange, and chief market strategist Daniel Morris as they discuss the dollar’s sizeable correction in recent months and the likelihood that currency markets will see more interest in non-dollar cross rates. 

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We anticipate a better year for emerging market corporate debt on the back of a brighter outlook for China and the wider Asian region. Listen to this Talking heads podcast with Alaa Bushehri, head of emerging market credit, as she tells chief market strategist Daniel Morris that her highest convictions include China real estate, Indian renewables, Macau and selected South Korea sectors.

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Since biodiversity loss affects large swaths of the economy, it should be front of mind for investors. Not least because, as Adam Kanzer, head of stewardship for the Americas, points out, nature loss also makes meeting the world’s climate goals harder. 

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