Talking Heads
BNP Paribas Asset Management
BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am
Hosted on Ausha. See ausha.co/privacy-policy for more information.
For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Episodes
Mentioned books
Nov 28, 2022 • 6min
Talking heads – Bonds are back! Investment-grade credit offers yield
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior portfolio manager for European investment-grade (IG) credit. Victoria sees eurozone IG credit as attractive on the basis that risk premia are commensurate with much higher default rates than she thinks will actually materialise. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 22, 2022 • 7min
Talking heads – Asset allocation and the outlook for 2023
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world? Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 21, 2022 • 11min
Talking heads – Be wary of wilting growth and mindful of green shoots
Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent growth stock recovery, offset by the downdraft of recessionary risk. Investors with a longer-term view should stay focused on the tailwinds and enduring drivers of demand including regulatory and legislative support. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 14, 2022 • 15min
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
While many bond investors have felt the earth move under the feet this year as the asset class experienced the finale of a 50-year bull market, the denouement has not stripped them of opportunities, Arnaud-Guilhem Lamy, head of euro aggregate bond management strategies, tells chief market strategist Daniel Morris. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 8, 2022 • 10min
Talking heads – Committing to net zero as an asset manager
As part of its contribution to the low carbon energy transition, BNP Paribas Asset Management is taking action and implementing best practice, including in its investment strategies. This includes working with clients on decarbonisation and setting internal targets to progressively increase the share of assets under management aligned with net zero greenhouse gas emissions. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 31, 2022 • 12min
Talking heads – Water investing can withstand an economic storm
The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate change and years of underinvestment, particularly in water infrastructure. This focus should have a direct positive impact on companies providing water solutions, Justin Winter, water strategy co-manager, tells Andrew Craig, co-head of the investment insights centre. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 17, 2022 • 13min
Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not lose sight of the longer-term potential of areas such as solar and green hydrogen, Edward Lees, co-head of the Environmental Strategies Group, tells chief market strategist Daniel Morris on our weekly Talking heads podcast. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 10, 2022 • 12min
Talking heads – Thematic investing: looking beyond the crises
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot away from traditional 60-40 portfolios to a broad and diversified set of opportunities that can create market-beating returns spanning several generations. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 3, 2022 • 15min
Talking heads – As an alternative, consider a direct small lending portfolio
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio diversification and attractive returns might want to consider a relatively young and little known asset class: direct small lending.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Sep 26, 2022 • 12min
Talking heads – Slow-motion recession leaves equities exposed
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the effects of the encroaching recession. This leaves markets vulnerable to a downside correction once the message sinks in. Hosted on Ausha. See ausha.co/privacy-policy for more information.
