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Investment Insights

BNP Paribas Asset Management
Artificial Intelligence
Climate Change
Sustainability
BNP Paribas Asset Management
Emerging Markets
Investment Strategies
Renewable Energy
Inflation
Market Volatility
Green Bonds
China
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

PublishesWeeklyEpisodes356Founded10 years ago
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InvestingBusiness

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Latest Episodes

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

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial int... more

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAle... more

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel ... more

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Recent Guests

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
Thibaut Malin
Deputy Head of Global Money Markets
BNP Paribas Asset Management
Episode: Talking Heads - Tackling volatility with public debt money market funds
Jane Ambachtsheer
Global Head of Sustainability
BNP Paribas Asset Management
Episode: Talking Heads - Sustainability agenda – Capital and solutions for real-world issues
Shazaan Gaffoor
Investment Specialist for the Global Equity Team
BNP Paribas Asset Management
Episode: Talking Heads - Incorporating inclusive growth as a stock selection factor

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
#43
Italy/Business/Investing
Apple Podcasts
#134
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Talking Heads - The grass has become greener for green bonds
Q: Who should consider including green bonds in a traditional fixed income portfolio?
Every investor should consider green bonds; they behave similarly to conventional bonds in terms of drivers, offering a diversified exposure across rates and credit spreads and acting as a partial buffer during risk-off periods.

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

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Investment Insights launched 10 years ago and published 356 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. Geoff Dailey
2. Jon Stephenson
3. Johan Play
4. Jane Wadia
5. Laurent Clavel
6. Stef Abelli
7. Thibaut Malin
8. Jane Ambachtsheer

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