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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
Hydrogen
Climate Change
Economic Growth
Infrastructure Debt
Investment Outlook 2024
Household Loans
European High Yield Debt
Government Policy
Consumer Spending
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

PublishesWeeklyEpisodes346Founded10 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Investment Insights

Latest Episodes

Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should co... more

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investm... more

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other ... more

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

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Recent Guests

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
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
Zhikai Chen
Head of Global Emerging Markets
BNP Paribas Asset Management
Episode: Talking Heads - Tailwinds for emerging markets include the weak dollar and AI spending
Damien Kohler
Head of European Small Caps
BNP Paribas Asset Management
Episode: Talking Heads – European small-cap stocks have the wind in their sails

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
#108
France/Business/Investing
Apple Podcasts
#69
Singapore/Business/Investing
Apple Podcasts
#192
Singapore/Business
Apple Podcasts
#227
Japan/Business/Investing
Apple Podcasts
#244
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Talking Heads - Sustainability agenda – Capital and solutions for real-world issues
Q: What would you say are the most significant trends that investors should monitor closely in 2026?
Investors should focus on societal and systemic sustainability challenges, demographic shifts, technology's role in sustainability, and the demand for credible transition plans.
Talking Heads - Sustainability agenda – Capital and solutions for real-world issues
Q: What were the major takeaways for investors from last year's key investment industry events?
Key takeaways include the importance of nature-based solutions, the ongoing commitment to scaling climate pledges, and the need for effective implementation strategies.
Talking Heads - What’s the outlook for yields and demand in euro credit?
Q: How are you using high yield to help boost performance across your portfolios?
High yield has historically been sensitive to economic cycles, and with a relatively contained default rate, it's an attractive yield opportunity while emphasizing selectivity in investments.
Talking Heads - What’s the outlook for yields and demand in euro credit?
Q: Given the strong performance that we've seen in the Euro corporate bond market over the past few years, do you believe that Euro credit still offers attractive opportunities for investors today or has it become too expensive?
Euro Investment Grade and High Yield Market have experienced significant spread tightening, but yields remain attractive as corporate fundamentals are stable and economic conditions supportive.
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.

Audience Metrics

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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. FT News Briefing
2. The Economics Show
3. Business Daily
4. Global News Podcast
5. Learning English from the News

How many episodes of Investment Insights are there?

Investment Insights launched 10 years ago and published 346 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. Jane Ambachtsheer
2. Shazaan Gaffoor
3. Ulrik Fugman
4. Jayesh Gandhi
5. Ecaterina Bigos
6. Jack Stephenson
7. Celine Claudon
8. Zhikai Chen

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