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Investment Insights

BNP Paribas Asset Management
Inflation
Artificial Intelligence
BNP Paribas Asset Management
Eurozone Investment Grade Credit
Energy Transition
Diversified Loans
Chinese Equities
Turkey
Emerging Markets
Hydrogen
Climate Change
Interest Rates
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

PublishesWeeklyEpisodes331Founded10 years ago
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Latest Episodes

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist D... more

Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? C... more

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadi... more

Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving a wide range of parties including asset owners and policymakers. Jane Ambachtsheer, Global Head of ... 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

Recent interactions between the hosts and their guests.

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. At Any Rate
2. UBS On-Air: Market Moves
3. Notes on the Week Ahead
4. Insights Now
5. The Markets

How many episodes of Investment Insights are there?

Investment Insights launched 10 years ago and published 331 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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