Talking Heads

In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays can  play in equity portfolios and the benefits they can provide.  Get more: https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade.     Get more: https://investors-corner.bnpparibas-am.com/  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and senior equity analyst for US equities, discuss the opportunities. Get more: https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and where we see opportunities.  Get more: https://investors-corner.bnpparibas-am.com/  Hosted on Ausha. See ausha.co/privacy-policy for more information.

After a rollercoaster ride in April, senior investment strategist Daniel Morris and Dominick DeAlto, chief investment officer fixed income, discuss what will matter next for developed bond markets.   Get more: https://investors-corner.bnpparibas-am.com/  Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020 and beyond? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.   Get more: https://investors-corner.bnpparibas-am.com/  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.   Get more :  https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

Senior investment strategist Daniel Morris and Guy Davies, Chief Investment Officer active equity strategies, discuss the outlook for equity markets.   Get more : https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark Lewis, global head of sustainability research, discuss the situation in financial markets and why we do not think this is the time to sell risky assets. Mark also considers the benefits of sustainable investing in the current environment and how the crisis could advance sustainability’s place on the policy agenda.   Get more : https://investors-corner.bnpparibas-am.com/Hosted on Ausha. See ausha.co/privacy-policy for more information.

 As a measure of calm is restored in financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and Dominick DeAlto, chief investment officer fixed income, discuss the potential opportunities and risks ahead for investors.  Get more on our blog:  https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.