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.

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35 episodes
Avg 10 min
English

Episodes 35

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Monday · 6 min
MSCI ACWI MIN TE - verantwortlich und breit
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Monday · 5 min
MSCI ACWI - Schwellenländer inklusive
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Monday · 5 min
MSCI World ex USA - die Welt ohne USA
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Monday · 7 min
MSCI World SRI PAB – verantwortliches Kapital
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Monday · 7 min
MSCI World MIN TE - verantwortlich investieren
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Monday · 6 min
MSCI World Equal Weight - jede Aktie zählt
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Thursday · 8 min
European strategic autonomy: a €1.8 trillion investment opportunity
Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and industry. As Lazare Hounhouayenou, Po...
October 15 · 8 min
ETF inflows hit record highs as investors embrace global equities and active strategies
European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350 billion. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morr...
October 8 · 11 min
Inflation-linked bonds: protection in a more volatile inflation world
Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment. Andy Craig, Co-head of the Investment Insi...
September 30 · 8 min
Europe’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape. Chris Iggo, CIO of AXA IM Core...
September 30 · 8 min
MSCI World: wie er tatsächlich investiert
Der MSCI World ist für viele Investoren die Messlatte für ihre langfristige Geldanlage, weil sie von einer weltweiten Streuung ihres Kapitals ausgehen. Aber das ist nicht die ganze Wahrheit. Ein Gespräch mit Florian Schoeps, ETF und Index Solutions, u...
September 24 · 10 min
Is the market underestimating China’s AI potential?
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of Talking Heads, Daniel Morris, Chief Market Strategist, and David Choa, Head of Greater Chinese...
September 17 · 10 min
Investing in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset Management, and Dan...
September 10 · 8 min
A new paradigm for Emerging Market equities?
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas As...
September 3 · 8 min
Euro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. Boutaina Deixonne, Head of Euro...
August 27 · 12 min
Nordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Ig...
August 20 · 9 min
Sustainable farming can offer portfolio diversification and inflation protection
The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist, tells Daniel Morris, Chief Market Strategist, that farmland investing can offer strong diversification bene...
July 30 · 13 min
The impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse, Senior Lecturer for Media Economic...
July 23 · 10 min
Global equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated,...
July 16 · 8 min
ETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris...

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