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Investment Insights

BNP Paribas Asset Management
Artificial Intelligence
Climate Change
Sustainability
BNP Paribas Asset Management
Emerging Markets
Investment Strategies
Inflation
Renewable Energy
China
Market Volatility
Green Bonds
Interest Rates
Tariffs
Absolute Return Strategies
Decarbonization
US Small Cap Stocks
Asia
Clean Energy
Healthcare
Economic Growth

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

PublishesWeeklyEpisodes363Founded10 years ago
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Latest Episodes

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite ... more

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Mo... more

The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Invest... more

In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at B... more

European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active b... more

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hon... more

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical mo... more

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management... more

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Recent Guests

Pam Hegarty
Co-portfolio manager for disruptive technology strategy
BNP Paribas Asset Management
Episode: Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
Athanasios Platias
Professor Emeritus of Strategy, University of Piraeus; President of the Council of International Relations, Greece
University of Piraeus; Council of International Relations, Greece
Episode: Talking Heads - Disrupting the world order
Damien Kohler
Head of European Small Cap Equities
BNP Paribas Asset Management
Episode: Talking Heads - European small caps offer income and growth
Chi Lo
Senior Market Strategist
BNP Paribas Asset Management
Episode: Talking Heads - China: Tech self-sufficiency drive bodes well for growth
Ram Rasaratnam
CIO for Quant Equity Strategies at AXA IM Core
AXA Investment Managers
Episode: Talking Heads - AI: Transforming quantitative portfolio management
Elida Rhenals
Senior Portfolio Manager in the Rates and Inflation team
AXA IM Core
Episode: Talking Heads - Inflation-linked bonds can navigate the shocks
Geoff Dailey
Head of US Equities
BNP Paribas Asset Management
Episode: Talking Heads - US small caps – Reasons to be cheerful
Jon Stephenson
Senior Portfolio Manager with the US Equity Team at BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: Talking Heads - Healthcare equities: Healthier prospects in 2026
Johan Play
Senior Portfolio Manager, Euro Fixed Income Team
BNP Paribas Asset Management
Episode: Talking Heads - The grass has become greener for green bonds

Hosts

Daniel Morris
Host of Investment Insights, Chief Market Strategist at BNP Paribas Asset Management
Chris Iggo
Host of Investment Insights, Chief Investment Officer at AXA IM Core (BNP Paribas Asset Management)
Andy Craig
Co-head of the Investment Insight Centre; host in multiple segments

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Talking Points

Recent interactions between the hosts and their guests.

Talking Heads - European small caps offer income and growth
Q: Can you explain why European small caps have outperformed large caps this year?
Small caps benefited from a more domestic exposure and less reliance on luxury and global pricing power, combined with a more constructive growth trajectory and ongoing M&A activity, which helped support valuations despite wider market headwinds.
Talking Heads - AI: Transforming quantitative portfolio management
Q: Maybe you could just briefly introduce yourself and give us a bit of background to your team and the main strategies that you manage.
Ram describes a 40-year history in equity strategies, the evolution to include machine learning and AI, and the ongoing effort to combine data-driven signals with a fundamentally grounded view on valuation and earnings trajectories.
Talking Heads - Healthcare equities: Healthier prospects in 2026
Q: What are some of the key factors and themes likely to impact health care equities this year?
The biopharma backdrop looks healthier due to better funding for R&D, continued strong innovation, a higher number of drug approvals, and ongoing M&A activity. Valuations are improving, and medical procedural volumes remain solid, supporting a constructive environment for both small/mid-cap biopharma and MedTech.
Talking Heads - Managing multi-asset portfolios amid the volatility
Q: Laurent, you sound relatively relaxed. Nonetheless, there must be some things that keep you awake at night. What are they?
The concern centers on the potential for regime-shifting shocks, where historically the sequence of economic and market cycles can be disrupted by policy surprises or sustained geopolitical tensions. We focus on risk management, ensuring downside protection is available when cheap and that portfolios remain resilient even if the usual relationships break down.
Talking Heads - Decarbonisation and climate solutions providers to gain new prominence
Q: Jane, what are the different approaches that investors, especially institutional investors like pension schemes and insurers, should consider to address climate risks and opportunities?
Two broad approaches were outlined: decarbonization, which moves portfolios from brown to green assets to reduce carbon intensity, and climate solutions, which invest in companies delivering products and services that tackle environmental challenges, including renewable energy and green bonds.

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Frequently Asked Questions About Investment Insights

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

Investment Insights offers in-depth market analysis through a sustainability lens, featuring BNP Paribas Asset Management experts and external guests from AXA IM Core and allied institutions. Episodes frequently cover macro themes, inflation, fixed income, equities, and innovative topics like AI in portfolio construction and climate-aligned investing, often with practical takeaways for investors and asset allocators. A notable strength is the regular presence of senior strategists and portfolio managers who translate complex market dynamics into actionable ideas, alongside a recurring emphasis on sustainable investing and the Viewpoint framework. Listeners are likely decision-makers and professionals in asset management, research, and inves... more

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1. At Any Rate
2. The Markets
3. Thoughts on the Market
4. Making Sense
5. Global Data Pod

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Investment Insights launched 10 years ago and published 363 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. Pam Hegarty
2. Athanasios Platias
3. Damien Kohler
4. Chi Lo
5. Ram Rasaratnam
6. Elida Rhenals
7. Geoff Dailey
8. Jon Stephenson

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