Talking Heads

The main factor determining the US economic outlook has been and will be the course of the pandemic, with the incoming administration’s ability to deal with its effects on the economy and business handicapped by its curtailed legislative power. Dominick DeAlto, CIO fixed income, and Chief Market Strategist Daniel Morris discuss the implications for bond investors and pinpoint the opportunities.  

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Changing awareness is driving a shift in consumers’ relationship with food, limiting their appetite for animal products and boosting their interest in the environmental, social and health aspects of what ends up on their plates. Food industry research analyst Agne Rackauskaite talks to Chief Market Strategist Daniel Morris about the numerous opportunities this greater consciousness is creating in food investing. 

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US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable bonds elsewhere, which in many cases bear negative interest rates. John Carey, Head of Structured Securities, talks to Chief Market Strategist Daniel Morris about these high quality fixed income instruments that can help to add yield to portfolios. 

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China’s stocks appear to have left boom and bust behind. After outpacing major markets since a COVID-induced dip, Chinese equity markets are on a much better footing with the recent gains propelled by a confluence of factors. David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, updates Chief Market Strategist Daniel Morris. 

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Some three weeks ahead of the US presidential election, it is time to assess the latest polls and the implications for economic policy and financial markets of a Trump or Biden win. US economist Mark Allan talks to Chief Market Strategist Daniel Morris about what investors can expect. 

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The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equities, talks to Chief Market Strategist Daniel Morris about the fundamental drivers in such disruptive technologies and about valuations which may look high, but could well be justified by current market conditions. 

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The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2,  encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist Mark Lewis discusses with senior investment strategist Daniel Morris the EU’s efforts to achieve net zero emissions by 2050, the implications for the carbon market and the workings of the emissions trading system. 

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Developing infrastructure assets, that is the physical structures and networks providing essential services, will be key in building the post-COVID-19 economy. Investment in infrastructure debt provides institutional investors with the potential for long-dated high-quality cash flows. These serve to match liabilities, provide a yield enhancement over other fixed income instruments and diversify a portfolio. Karen Azoulay, head of infrastructure debt, talks to senior investment strategist Daniel Morris about our approach to investing in infrastructure debt in these challenging times. 

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Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in this asset class.

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The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in the move to a digitalised society. Anu Rames, tech and healthcare analyst for our Sustainability Centre, talks to senior investment strategist Daniel Morris about how we can reduce the risk of digital inequality. 

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