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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
Market Volatility
Green Bonds
China
Tariffs
Interest Rates
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

PublishesWeeklyEpisodes361Founded10 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

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

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Recent Guests

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
Jane Wadia
Head of Sustainability at AXA IM Core
AXA IM Core (BNP Paribas Asset Management)
Episode: Talking Heads - Decarbonisation and climate solutions providers to gain new prominence
Laurent Clavel
Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management
AXA Investment Managers / BNP Paribas Asset Management
Episode: Talking Heads - Managing multi-asset portfolios amid the volatility
Stef Abelli
Portfolio Manager in the Euro High Yield Credit Team
BNP Paribas Asset Management
Episode: Talking Heads - High-yield credit – A source of diversification and returns

Hosts

Daniel Morris
Chief Market Strategist at BNP Paribas Asset Management
Chris Iggo
Chief Investment Officer at AXA IM Core
Andy Craig
Co-head of the Investment Insight Centre
Alba Sherry
Head of Emerging Market Debt

Chart Rankings

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

Apple Podcasts
#118
France/Business/Investing
Apple Podcasts
#249
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Talking Heads - The grass has become greener for green bonds
Q: In the coming years, can the green bond universe perform differently from conventional bonds from a credit or demand perspective?
The focus should be on the role green bonds play within a global asset allocation, leveraging a balanced mix of sovereign, quasi-sovereign, and corporate issuers across the yield curve to complement traditional fixed income allocations.

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Frequently Asked Questions About Investment Insights

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

A finance-focused discussion series that centers on asset management, macro markets, and sustainability-driven investing. Across recent episodes, the conversations orbit public debt money market funds, euro and US credit markets, ESG and inclusive growth, clean energy and AI-driven shifts, and the evolving role of ETFs and cash management in investment portfolios. Guests are typically senior investment professionals from BNP Paribas Asset Management or closely aligned partners, offering practical insights into market structure, policy dynamics, and real-world portfolio implications. A notable pattern is the emphasis on credible sustainability reporting, regional growth themes in Asia and Europe, and the interplay between macro shocks and in... more

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These podcasts share a similar audience with Investment Insights:

1. Exchanges
2. Odd Lots
3. Thoughts on the Market
4. UBS On-Air: Market Moves
5. The Markets

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Investment Insights launched 10 years ago and published 361 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. Chi Lo
2. Ram Rasaratnam
3. Elida Rhenals
4. Geoff Dailey
5. Jon Stephenson
6. Johan Play
7. Jane Wadia
8. Laurent Clavel

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