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Investment Insights

BNP Paribas Asset Management
Inflation
Artificial Intelligence
BNP Paribas Asset Management
Eurozone Investment Grade Credit
Energy Transition
Interest Rates
Diversified Loans
Chinese Equities
Turkey
Emerging Markets
Climate Change
Hydrogen
Economic Growth
Infrastructure Debt
Investment Outlook 2024
Household Loans
European High Yield Debt
Consumer Spending
Government Policy
Turkish Economy

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact... more

PublishesWeeklyEpisodes335Founded10 years ago
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BusinessInvesting

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Latest Episodes

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week’s podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectat... more

Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. Listen to Chi Lo, Global Ma... more

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy Craig, Co-Head of ... more

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors ... more

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Recent Guests

Celine Claudon
Chief Commercial Officer for the International Woodland Company
International Woodland Company
Episode: Talking Heads - Highlighting the role of natural capital in portfolios
Damien Kohler
Head of European Small Caps
BNP Paribas Asset Management
Episode: Talking Heads – European small-cap stocks have the wind in their sails
Alex Bernhardt
Global Head of Sustainability Research
BNP Paribas Asset Management
Episode: Talking Heads – Sustainability, bending, but not breaking
Daniel Dornell
Head of ETF Research
BNP Paribas Asset Management
Episode: Talking Heads – A look at the latest ETF flows
Derek Glynn
Portfolio Manager
BNP Paribas Asset Management
Episode: Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once
Arnaud-Guilhem Lamy
Head of Euro Aggregate and SRI Fixed Income
BNP Paribas Asset Management
Episode: Talking Heads – Have green bonds emerged from their niche?
Nadia Grant
Head of Global Equities
BNP Paribas Asset Management
Episode: Talking Heads – Which long-term themes are set to drive global equity markets?
George Ferguson
Senior analyst for aerospace, defense and airlines at Bloomberg Intelligence
Bloomberg LP
Episode: Talking Heads – Investing via an ETF in the European defence sector
Karen Azoulay
Head of Real Assets
BNP Paribas Asset Management
Episode: Talking heads - It’s a match: infrastructure investing and Europe’s new focus

Host

Daniel Morris
Chief Market Strategist at BNP Paribas Asset Management, Daniel Morris is a leading voice on market analysis and investment strategies, focusing on sustainable finance.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Talking Heads - Emerging market debt likely to keep basking in the sun
Q: What do you anticipate for next year regarding macro factors influencing emerging market debt?
The Fed's decisions will strongly influence global markets, including EM, especially concerning rate cuts and upcoming changes in the committee next year.
Talking Heads - Highlighting the role of natural capital in portfolios
Q: If you had to give one piece of advice to investors considering an allocation to natural capital or forestry, what would it be?
Investors should not let their current strategic allocations limit them and should explore various investment strategies within natural capital to find the right balance between risk, return, and impact.
Talking Heads - Highlighting the role of natural capital in portfolios
Q: What do you see as the main trends, the forces working in favor of natural capital investing?
Investors are increasingly looking at natural capital as a way to address climate change and biodiversity loss, leading to more revenue streams and technology advancements that support measuring impact.
Talking Heads – Have green bonds emerged from their niche?
Q: What should investors expect regarding the performance of green bonds?
Investors should not anticipate losing yield or total return compared to standard bond indices, as the performance has aligned closely between green bonds and traditional bonds.
Talking Heads – Have green bonds emerged from their niche?
Q: What trends are emerging in the green bond market?
The green bond market is seeing significant growth with over 2.3 trillion euros issued, moving beyond its niche status, and shows expanding sector participation with improved standards for transparency and quality.

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Frequently Asked Questions About Investment Insights

What is Investment Insights about and what kind of topics does it cover?

This channel features comprehensive analysis on essential investment topics, particularly emphasizing sustainability. Each week, episodes host discussions led by the Chief Market Strategist alongside various investment experts, focusing on market trends, policy impacts, and evolving economic landscapes. Listeners can expect insights on sustainability-related investments and the implications of regulatory changes, all while exploring significant sectors like food and agriculture, European small-cap stocks, digital assets, and thematic investing. Unique episodes introduce topics like the Uncapped Impact Series, which delve into the complexities of impact investing, catering to a broad audience interested in the intersection of finance and sus... more

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Which podcasts are similar to Investment Insights?

These podcasts share a similar audience with Investment Insights:

1. The Markets
2. At Any Rate
3. Thoughts on the Market
4. UBS On-Air: Market Moves
5. Bloomberg Intelligence

How many episodes of Investment Insights are there?

Investment Insights launched 10 years ago and published 335 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investment Insights?

Recent guests on Investment Insights include:

1. Celine Claudon
2. Damien Kohler
3. Alex Bernhardt
4. Daniel Dornell
5. Derek Glynn
6. Arnaud-Guilhem Lamy
7. Nadia Grant
8. George Ferguson

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