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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
Climate Change
Hydrogen
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

PublishesWeeklyEpisodes343Founded10 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investment Insights

Latest Episodes

Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.

For more insights, v... more

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Cr... more

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on co... more

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strateg... more

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Recent Guests

Ulrik Fugman
Co-Head of the Environmental Strategies Group
BNP Paribas Asset Management
Episode: Talking Heads - Electrification and AI turbocharge the clean energy outlook
Jayesh Gandhi
Head of Indian Equities
BNP Paribas Asset Management
Episode: Talking Heads - The AI angle to Indian equities
Ecaterina Bigos
CIO for Asia X Japan
BNP Paribas Asset Management
Episode: Talking Heads - Rotating drivers of growth
Jack Stephenson
Investment Specialist for US High-Yield
BNP Paribas Asset Management
Episode: Talking Heads - US high-yield bonds benefit from improved quality and demand
Celine Claudon
Chief Commercial Officer for the International Woodland Company
International Woodland Company
Episode: Talking Heads - Highlighting the role of natural capital in portfolios
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

Hosts

Daniel Morris
Chief Market Strategist at BNP Paribas Asset Management, providing insights on market trends with a particular emphasis on sustainability and responsible investment strategies.
Andy Craig
Co-Head of the Investment Insight Centre at BNP Paribas Asset Management, focusing on investment strategies and market insights in various sectors.

Chart Rankings

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

Apple Podcasts
#219
France/Business/Investing
Apple Podcasts
#122
Hong Kong/Business/Investing
Apple Podcasts
#202
Japan/Business/Investing
Apple Podcasts
#222
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

Talking Heads - Emerging market debt likely to keep basking in the sun
Q: What do you anticipate for next year regarding macro factors influencing emerging market debt?
The Fed's decisions will strongly influence global markets, including EM, especially concerning rate cuts and upcoming changes in the committee next year.
Talking Heads - Highlighting the role of natural capital in portfolios
Q: If you had to give one piece of advice to investors considering an allocation to natural capital or forestry, what would it be?
Investors should not let their current strategic allocations limit them and should explore various investment strategies within natural capital to find the right balance between risk, return, and impact.
Talking Heads - Highlighting the role of natural capital in portfolios
Q: What do you see as the main trends, the forces working in favor of natural capital investing?
Investors are increasingly looking at natural capital as a way to address climate change and biodiversity loss, leading to more revenue streams and technology advancements that support measuring impact.
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.

Audience Metrics

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Listeners per Episode
Gender Skew
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Frequently Asked Questions About Investment Insights

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

Featuring expert commentary and analysis specifically aimed at investors, this podcast emphasizes market trends while incorporating the vital focus on sustainability. Each episode typically showcases discussions led by a Chief Market Strategist, alongside various investment professionals from BNP Paribas Asset Management, providing insights on critical market dynamics and investment strategies. Topics explored include emerging market trends, sustainability's impact on investments, and the evolving landscape of global financial markets. Unique to the channel is a series dedicated to impact investing, reflecting a commitment to responsible and sustainable investment practices, which enhances its appeal to ethically-minded investors.

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Which podcasts are similar to Investment Insights?

These podcasts share a similar audience with Investment Insights:

1. The Markets
2. The Economics Show
3. FT News Briefing
4. Business Daily
5. 6 Minute English

How many episodes of Investment Insights are there?

Investment Insights launched 10 years ago and published 343 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. Ulrik Fugman
2. Jayesh Gandhi
3. Ecaterina Bigos
4. Jack Stephenson
5. Celine Claudon
6. Damien Kohler
7. Alex Bernhardt
8. Daniel Dornell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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