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Investment Insights

BNP Paribas Asset Management
Inflation
BNP Paribas Asset Management
Eurozone Investment Grade Credit
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
Government Policy
Consumer Spending
Turkish Economy
Earnings Season
Environmental Strategies

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

PublishesWeeklyEpisodes327Founded9 years ago
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Latest Episodes

Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded funds. Thematically, defence has remained in the lead, closely followed by artificial intelli... more

James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets. Global bond markets are vast, compose... more

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives.

For more i... more

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

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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 at BNP Paribas Asset Management, Daniel Morris is a leading voice on market analysis and investment strategies, focusing on sustainable finance.

Chart Rankings

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Talking Points

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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.

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Frequently Asked Questions About Investment Insights

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

This channel features comprehensive analysis on essential investment topics, particularly emphasizing sustainability. Each week, episodes host discussions led by the Chief Market Strategist alongside various investment experts, focusing on market trends, policy impacts, and evolving economic landscapes. Listeners can expect insights on sustainability-related investments and the implications of regulatory changes, all while exploring significant sectors like food and agriculture, European small-cap stocks, digital assets, and thematic investing. Unique episodes introduce topics like the Uncapped Impact Series, which delve into the complexities of impact investing, catering to a broad audience interested in the intersection of finance and sus... more

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Which podcasts are similar to Investment Insights?

These podcasts share a similar audience with Investment Insights:

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

How many episodes of Investment Insights are there?

Investment Insights launched 9 years ago and published 327 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. 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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