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Artwork for Investment Insights

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
Hydrogen
Climate Change
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

PublishesTwice weeklyEpisodes324Founded9 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Investment Insights

Latest Episodes

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparenc... more

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskait... more

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and t... more

The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure.

For m... more

Key Facts

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Recent Guests

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
Sid Jha
Portfolio Manager of the Global Environmental Leaders Fund
BNP Paribas Asset Management
Episode: Talking Heads - Investing in the resilience of environmental trends

Host

Daniel Morris
Chief Market Strategist

Chart Rankings

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

Apple Podcasts
#199
France/Business/Investing
Apple Podcasts
#67
India/Business/Investing
Apple Podcasts
#113
Singapore/Business/Investing
Apple Podcasts
#222
Austria/Business/Investing
Apple Podcasts
#232
Russia/Business/Investing
Apple Podcasts
#248
India/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Talking Heads – Investing via an ETF in the European defence sector
Q: Can you talk us through the rationale for investing in the European defense sector?
Europe needs to strengthen its own defense strategy due to uncertainties in U.S. support, which necessitates increased and persistent spending on defense.
Talking Heads – Curious about private equity?
Q: What are some of the sectors or themes that you currently see offering the most attractive co-investment opportunities and why?
The sectors include healthcare, driven by demographic trends, and energy transition, focusing on companies aiding others in this transition.
Talking Heads – Curious about private equity?
Q: Can you talk about some of the key advantages of private equity co-investment strategies compared to a traditional private equity fund investment?
Co-investment strategies offer benefits like diversification across sectors, access to high-quality transactions, better fee structures, and faster capital deployment.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Investment Insights

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

Focusing on critical investment topics that matter to investors, expert discussions center around sustainability, market trends, and economic strategies. The podcast features professionals from BNP Paribas Asset Management, discussing insights into thematic investing, private equity, sustainable investing, and the implications of geopolitical events on financial markets. Unique to this channel is the integration of sustainability into investment analysis, particularly in the Uncapped Impact Series, which highlights impact investing strategies, making it appealing for listeners who prioritize both financial returns and social/environmental impact.

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Which podcasts are similar to Investment Insights?

These podcasts share a similar audience with Investment Insights:

1. The Markets
2. Making Sense
3. UBS On-Air: Market Moves
4. At Any Rate
5. Global Data Pod

How many episodes of Investment Insights are there?

Investment Insights launched 9 years ago and published 324 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 Investment Insights?

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What guests have appeared on Investment Insights?

Recent guests on Investment Insights include:

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

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