
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
| Publishes | Weekly | Episodes | 363 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite ... more
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Mo... more
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
Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical mo... more
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
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Investment Insights offers in-depth market analysis through a sustainability lens, featuring BNP Paribas Asset Management experts and external guests from AXA IM Core and allied institutions. Episodes frequently cover macro themes, inflation, fixed income, equities, and innovative topics like AI in portfolio construction and climate-aligned investing, often with practical takeaways for investors and asset allocators. A notable strength is the regular presence of senior strategists and portfolio managers who translate complex market dynamics into actionable ideas, alongside a recurring emphasis on sustainable investing and the Viewpoint framework. Listeners are likely decision-makers and professionals in asset management, research, and inves... more
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Investment Insights launched 10 years ago and published 363 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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Recent guests on Investment Insights include:
1. Pam Hegarty
2. Athanasios Platias
3. Damien Kohler
4. Chi Lo
5. Ram Rasaratnam
6. Elida Rhenals
7. Geoff Dailey
8. Jon Stephenson
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