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European Central Bank
Eurozone Economy
Inflation
Climate Change
Sustainability
Net Zero
Fixed Income Etfs
Germany
Climate Policies
Forestry Investments
Interest Rates
Just Transition
Exchange-Traded Funds
Asia Pacific
Obesity
Indian Equities
Sovereign Bonds
Emerging Market Frontier Debt
Bond Market
U.S. Elections

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: viewpoint.bnpparibas-am.com/ Download the Viewpoint app: onelink.to/tpxq34 Follow us o... more

PublishesWeeklyEpisodes276Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Talking Heads

Latest Episodes

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US h... more

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, na... more

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

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Recent Guests

Jack Stephenson
Investment Specialist for US High-Yield
BNP Paribas Asset Management
Episode: US high-yield bonds benefit from improved quality and demand
Alba Sherry
Head of Emerging Market Debt
BNP Paribas Asset Management
Episode: Emerging market debt likely to keep basking in the sun
Celine Claudon
Chief Commercial Officer for the International Woodland Company
International Woodland Company
Episode: Highlighting the role of natural capital in portfolios
Jane Ambachtsheer
Global Head of Sustainability
BNP Paribas Asset Management
Episode: In Conversation – Bringing together sustainability-minded stakeholders
Damien Kohler
Head of European Small Caps
BNP Paribas Asset Management
Episode: European small-cap stocks have the wind in their sails
Alex Bernhardt
Global Head of Sustainability Research
BNP Paribas Asset Management
Episode: Sustainability, bending, but not breaking
Arnaud-Guilhem Lamy
Head of Euro Aggregate and SRI Fixed Income
BNP Paribas Asset Management
Episode: Have green bonds emerged from their niche?
Christopher Dunn
Head of Investment Management for Europe
Coalition Greenwich
Episode: What’s new in thematic investing? Check out our Barometer
Robert-Alexandre Pujard
ESG Analyst and Biodiversity League
BNP Paribas Asset Management
Episode: What’s new on ocean protection and preservation?

Hosts

Daniel Morris
Chief Market Strategist
Andy Craig
Co-head of the Investment Insight Centre

Reviews

4.4 out of 5 stars from 38 ratings
  • Insightful podcast

    Knowledgeable material

    Apple Podcasts
    5
    arletteeee101
    United States5 years ago
  • Market Update

    Good short, sharp weekly podcast. The guests and host are very knowledge.

    Apple Podcasts
    5
    ChrisPratt97
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the podcast for its insightful content on market trends and investment strategies.
Many appreciate the knowledgeable hosts and guests, highlighting their expertise in finance and sustainability.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#35
Norway/Business/Investing
Apple Podcasts
#116
Norway/Business

Talking Points

Recent interactions between the hosts and their guests.

Emerging market debt likely to keep basking in the sun
Q: What's in your mind for next year regarding the Fed?
The anticipation around the Fed's possible rate cuts and their impact on global markets is a major concern.
Emerging market debt likely to keep basking in the sun
Q: How do you explain this positive performance in emerging market debt?
Performance has been driven by good fundamentals and credible central bank policies in emerging markets, leading to resilient growth.
Highlighting the role of natural capital in portfolios
Q: What if you had to give one piece of advice to investors considering an allocation to natural capital or forestry?
Investors should not let the absence of a defined category prevent them from exploring natural capital as a beneficial investment option.
What has been happening in the food and agriculture sector?
Q: From an investor's perspective, do you see Maha as more of a risk for the food and agriculture sector, or are there opportunities across the value chain?
There are risks with tightening regulations on food additives, but there are also opportunities for natural ingredient companies that can provide solutions to reformulation challenges.
Which long-term themes are set to drive global equity markets?
Q: What are some of the ways that you think about geopolitics in terms of your investments?
Geopolitical shifts create uncertainties and we focus on themes like onshoring and reshoring alongside defense spending.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Talking Heads

What is Talking Heads about and what kind of topics does it cover?

This podcast focuses on key investment topics, providing in-depth analyses relevant to investors navigating the complex market landscape. Discussions frequently revolve around sustainability in investing, emerging market trends, and macroeconomic factors affecting various asset classes. The content often involves expert insights from a range of financial analysts and strategists, making it a valuable resource for professionals in finance seeking to enhance their understanding of current market dynamics. Noteworthy is the emphasis on sustainability, which is increasingly becoming a determining factor in investment decisions.

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Which podcasts are similar to Talking Heads?

These podcasts share a similar audience with Talking Heads:

1. Bloomberg Surveillance
2. FT News Briefing
3. Exchanges
4. Thoughts on the Market
5. UBS On-Air: Market Moves

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 276 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Talking Heads?

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What guests have appeared on Talking Heads?

Recent guests on Talking Heads include:

1. Jack Stephenson
2. Alba Sherry
3. Celine Claudon
4. Jane Ambachtsheer
5. Damien Kohler
6. Alex Bernhardt
7. Arnaud-Guilhem Lamy
8. Christopher Dunn

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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