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Sustainability
Artificial Intelligence
Climate Change
Tariffs
Fixed Income
Active Etfs
Green Bonds
BNP Paribas Asset Management
Inflation
Emerging Markets
Interest Rates
Economic Growth
Emerging Market Debt
European Central Bank
Sustainable Investing
ESG Investing
Indian Equities
Asia
Decarbonization
Paris Agreement

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. For more insights, visit Viewpoint: viewpoint.bnpparibas-am.com/ Download the Viewpoint app: onelink.to/tpxq34 Follow us o... more

PublishesWeeklyEpisodes294Founded6 years ago
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Artwork for Talking Heads

Latest Episodes

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial int... more

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAle... more

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel ... more

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Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should ... more

Key Facts

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Recent Guests

Johan Play
Senior Portfolio Manager in the Euro Fixed Income Team
BNP Paribas Asset Management
Episode: The grass has become greener for green bonds
Jane Wadia
Head of Sustainability at AXA IM Core, part of BNP Paribas Asset Management
AXA Investment Managers Core / BNP Paribas Asset Management
Episode: Decarbonisation and climate solutions providers to gain new prominence
Ulrik Fugmann
Co-head of the Environmental Strategies Group at BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: Renewable energy in focus amid the energy shock
Thibaut Malin
Deputy Head of Global Money Markets
BNP Paribas Asset Management
Episode: Tackling volatility with public debt money market funds
Boutaina Deixonne
Head of Euro Investment Grade and High Yield Credit
BNP Paribas Asset Management
Episode: What’s the outlook for yields and demand in euro credit?
Shazaan Gaffoor
Investment Specialist for the Global Equity Team
BNP Paribas Asset Management
Episode: Incorporating inclusive growth as a stock selection factor
Daniel Dornell
Head of ETF Research
BNP Paribas Asset Management
Episode: In focus: Active and ESG ETF rebound towards year end
Ecaterina Bigos
CIO for AsiaX Japan
BNP Paribas Asset Management
Episode: Rotating drivers of growth
Jack Stephenson
Investment Specialist for US High-Yield
BNP Paribas Asset Management
Episode: US high-yield bonds benefit from improved quality and demand

Hosts

Andy Craig
Co-head of the Investment Insight Centre; BNP Paribas Asset Management
Daniel Morris
Chief Market Strategist; BNP Paribas Asset Management

Reviews

4.4 out of 5 stars from 39 ratings
  • Insightful podcast

    Knowledgeable material

    Apple Podcasts
    5
    arletteeee101
    United States5 years ago
  • Market Update

    Good short, sharp weekly podcast. The guests and host are very knowledge.

    Apple Podcasts
    5
    ChrisPratt97
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Market Update—short, sharp weekly with knowledgeable guests and host.
Insightful podcast—knowledgeable material.

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Talking Points

Recent interactions between the hosts and their guests.

Decarbonisation and climate solutions providers to gain new prominence
Q: So with climate remaining our clients' top priority, what are the different approaches that you see in the way investors think about climate risk and opportunities?
Two broad approaches emerge: decarbonization, which targets reducing portfolio carbon emissions by gradually shifting holdings from brown to green, and climate solutions, which invest in companies delivering products or services aimed at addressing environmental challenges, including instruments like green bonds.
The grass has become greener for green bonds
Q: What does the future hold for 2026 in terms of issuances and sector focus?
Refinancing needs from maturing bonds in 2026-2027 should drive issuance, with a continued focus on sectors like utilities, transport, banks, and real estate, and growing attention to regions like Latin America and APAC where taxonomies clarify eligible projects.
The grass has become greener for green bonds
Q: Is this a sign of green bonds losing their appeal or just maturing of the market?
No, the market is maturing and expanding, with greater diversification and credibility as issuers align with net zero investments and measurable impact.
High-yield credit – A source of diversification and returns
Q: So in your view, why should people still invest in high-yield short-duration products today?
Because the risk is mitigated by higher-quality issuers, a shorter horizon, and the ability to access the lower part of the capital structure, which provides diversification and a shield against rate fluctuations with a defensively positioned duration.
Renewable energy in focus amid the energy shock
Q: How do political dynamics in the US influence the energy transition, especially around tax credits for wind and solar?
US political dynamics, including potential reinstatement of wind and solar tax credits by the Ways and Means Committee chair, could accelerate renewable deployment ahead of the midterms, providing a significant boost to US power markets and renewables.

Audience Metrics

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Frequently Asked Questions About Talking Heads

What is Talking Heads about and what kind of topics does it cover?

A finance-focused discussion series that analyzes markets through a sustainability lens. Episodes typically feature senior investment professionals from BNP Paribas Asset Management and external guests, examining how macro trends—geopolitics, inflation, AI, and climate policy—shape investment strategies, portfolio construction, and risk management. Topics frequently cover ESG integration, responsible investing, natural capital, and sector-specific opportunities, with a practical emphasis on how institutions can align portfolios with long-term sustainability goals. Noteworthy elements include recognition of award-winning strategies, a strong emphasis on infrastructure and innovation in energy and technology, and a clear focus on how macro de... more

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Which podcasts are similar to Talking Heads?

These podcasts share a similar audience with Talking Heads:

1. Global Data Pod
2. Making Sense
3. Insights Now
4. UBS On-Air: Market Moves
5. Exchanges

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 294 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 Talking Heads?

Recent guests on Talking Heads include:

1. Johan Play
2. Jane Wadia
3. Ulrik Fugmann
4. Thibaut Malin
5. Boutaina Deixonne
6. Shazaan Gaffoor
7. Daniel Dornell
8. Ecaterina Bigos

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