Investment Insights de BNP Paribas Asset Management

BNP Paribas Asset Management 403 - Talking Heads - A new paradigm for Emerging Market equities?

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 Series, about impact investing, every few weeks. 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.

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Investment Insights de BNP Paribas Asset Management

Episódios

Talking Heads - A new paradigm for Emerging Market equities?

Talking Heads - Euro short-duration bonds: Potential for stability and steady income

Talking Heads - Nordic high-yield bonds can offer diversification, lower duration and limited volatility

Talking Heads - Sustainable farming can offer portfolio diversification and inflation protection

Talking Heads - The impact of AI on the media and advertising industries

Talking Heads - Global equities: Earnings expectations remain strong

Talking Heads - ETF inflows: Heading for a record high?

Talking Heads - Fixed income ETFs: Simple, transparent, low-cost beta exposure

Talking Heads - London Climate Action Week: In the heat of the moment, time to seek concrete solutions

Talking Heads - Geopolitics and the economy: How war-triggered oil price shock was largely avoided

Talking Heads - US high yield: Resilience against interest rate and spread volatility

Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway

Talking Heads - ETF investing in European defence

Talking Heads - Disrupting the world order

Talking Heads - European small caps offer income and growth

Talking Heads - China: Tech self-sufficiency drive bodes well for growth

Talking Heads - AI: Transforming quantitative portfolio management

Talking Heads - Inflation-linked bonds can navigate the shocks

Talking Heads - US small caps – Reasons to be cheerful

Talking Heads - Licence to roam empowers absolute return bond approach

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

Talking Heads - Healthcare equities: Healthier prospects in 2026

Talking Heads - The grass has become greener for green bonds

Talking Heads - Decarbonisation and climate solutions providers to gain new prominence

Talking Heads - Managing multi-asset portfolios amid the volatility

Talking Heads - Renewable energy in focus amid the energy shock

Talking Heads - High-yield credit – A source of diversification and returns

Talking Heads - Tackling volatility with public debt money market funds

Talking Heads - What’s the outlook for yields and demand in euro credit?

Talking Heads - Sustainability agenda – Capital and solutions for real-world issues

Talking Heads - Incorporating inclusive growth as a stock selection factor

Talking Heads - How do synthetic money market ETFs work?

Talking Heads - Electrification and AI turbocharge the clean energy outlook

Talking Heads - The AI angle to Indian equities

Talking Heads - In focus: Active and ESG ETF rebound towards year end

Talking Heads - Rotating drivers of growth

Talking Heads - US high-yield bonds benefit from improved quality and demand

Talking Heads - Sustainability now the core driver of GDP growth in Asia

Talking Heads - Emerging market debt likely to keep basking in the sun

Talking Heads - Getting China back on the path to sustainable growth

Talking Heads - Highlighting the role of natural capital in portfolios

Talking Heads - Getting the best out of the quality factor in European equities

Talking Heads - Tailwinds for emerging markets include the weak dollar and AI spending

In Conversation – What to expect at the COP30 climate summit?

Talking Heads – What are the megatrends in global equities?

In Conversation – Bringing together sustainability-minded stakeholders

Talking Heads - A remarkable quarter for exchange-traded funds

Talking Heads – Flexibility in global bonds with absolute return

Talking Heads – Full steam ahead for US small caps

Talking Heads - Offering the best of active and passive investing in ETFs