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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
China
Market Volatility
Green Bonds
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

PublishesWeeklyEpisodes369Founded10 years ago
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Latest Episodes

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse, Senior Lecturer for Media Economi... more

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated,... more

June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morri... more

Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bon... more

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Recent Guests

Matthijs Leendertse
Senior Lecturer for Media Economics
Erasmus University Rotterdam
Episode: Talking Heads - The impact of AI on the media and advertising industries
Luca Pagni
Head of Fixed Income ETFs
BNP Paribas Asset Management
Episode: Talking Heads - Fixed income ETFs: Simple, transparent, low-cost beta exposure
Thibaud Clisson
Climate Lead
BNP Paribas Asset Management
Episode: Talking Heads - London Climate Action Week: In the heat of the moment, time to seek concrete solutions
Thijs Van de Graaf
Professor of International Energy Politics at Ghent University
Ghent University
Episode: Talking Heads - Geopolitics and the economy: How war-triggered oil price shock was largely avoided
Jack Stephenson
Senior Investment Specialist in the Fixed Income Team at Axriam Core, part of BNP Paribas Asset Management
Axriam Core (BNP Paribas Asset Management)
Episode: Talking Heads - US high yield: Resilience against interest rate and spread volatility
Pam Hegarty
Co-portfolio manager for disruptive technology strategy
BNP Paribas Asset Management
Episode: Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
Athanasios Platias
Professor Emeritus of Strategy, University of Piraeus; President of the Council of International Relations, Greece
University of Piraeus; Council of International Relations, Greece
Episode: Talking Heads - Disrupting the world order
Damien Kohler
Head of European Small Cap Equities
BNP Paribas Asset Management
Episode: Talking Heads - European small caps offer income and growth
Chi Lo
Senior Market Strategist
BNP Paribas Asset Management
Episode: Talking Heads - China: Tech self-sufficiency drive bodes well for growth

Hosts

Daniel Morris
Host of Investment Insights, Chief Market Strategist at BNP Paribas Asset Management
Chris Iggo
Host of Investment Insights, Chief Investment Officer at AXA IM Core (BNP Paribas Asset Management)
Andy Craig
Co-head of the Investment Insight Centre; host in multiple segments

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Talking Points

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Talking Heads - Global equities: Earnings expectations remain strong
Q: Any highlights you want to bring out?
Key takeaways include that earnings revisions have improved from negative to positive across regions, technology and energy leading revisions, and a broadening of sector performance anticipated as the AI infrastructure cycle matures, with margins still set to expand modestly in some areas while contracting in others.
Talking Heads - Global equities: Earnings expectations remain strong
Q: What do you anticipate for the rest of the season?
The expectation is that about 10% of companies by market cap will have reported so far, with the Magnificent 7 earnings kicking in toward the end of July, and overall S&P earnings growth around the low- to mid-20s percent range driven by energy and technology, suggesting continued resilience despite high expectations.
Talking Heads - ETF investing in European defence
Q: What does the Bloomberg Europe Defense Select Index provide for passive exposure to the defense sector?
The index offers exposure to the key European defense players and captures the long-term trend of government-driven demand, aligning with a passive investment approach that focuses on the major economies and the procurement cycle rather than chasing short-term stock momentum.
Talking Heads - ETF inflows: Heading for a record high?
Q: What drove the momentum in US flows during Q2?
US equities saw continued momentum in Q2, with a large portion of flows going into core index strategies and overall strength driven by AI-related exposure and robust labor dynamics, helping lift US flows to a second-largest quarter on record.
Talking Heads - Fixed income ETFs: Simple, transparent, low-cost beta exposure
Q: Luca, you seem to be suggesting that ETFs are mostly an alternative to direct bond investment.
The hosts discuss that ETFs are not simply alternatives to active funds but are particularly effective for achieving pure market exposure and broad beta, especially when compared to single line portfolios.

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Frequently Asked Questions About Investment Insights

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

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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Which podcasts are similar to Investment Insights?

These podcasts share a similar audience with Investment Insights:

1. At Any Rate
2. Making Sense
3. Bloomberg Intelligence
4. The Bid
5. Thoughts on the Market

How many episodes of Investment Insights are there?

Investment Insights launched 10 years ago and published 369 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. Matthijs Leendertse
2. Luca Pagni
3. Thibaud Clisson
4. Thijs Van de Graaf
5. Jack Stephenson
6. Pam Hegarty
7. Athanasios Platias
8. Damien Kohler

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