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Inflation
European Central Bank
Eurozone Economy
Climate Change
Sustainability
Net Zero
Fixed Income Etfs
Germany
Climate Policies
Forestry Investments
Interest Rates
Just Transition
Exchange-Traded Funds
Asia Pacific
Obesity
Indian Equities
Sovereign Bonds
Emerging Market Frontier Debt
Bond Market
U.S. Elections

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

PublishesWeeklyEpisodes290Founded6 years ago
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BusinessInvesting

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Artwork for Talking Heads

Latest Episodes

While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financi... more

“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of ... more

The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management, talks with Daniel... more

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about re... more

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Recent Guests

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
Alba Sherry
Head of Emerging Market Debt
BNP Paribas Asset Management
Episode: Emerging market debt likely to keep basking in the sun
Celine Claudon
Chief Commercial Officer for the International Woodland Company
International Woodland Company
Episode: Highlighting the role of natural capital in portfolios

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

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

Chart Rankings

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Apple Podcasts
#199
Chile/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Renewable energy in focus amid the energy shock
Q: What are the European responses to energy security challenges, particularly regarding nuclear energy and large-scale infrastructure investments?
Europe is revisiting nuclear energy and launching a European Strategic Infrastructure Investment Fund to fund energy and environmental infrastructure, signaling stronger resilience and potential positive impacts on equity in related sectors.
Renewable energy in focus amid the energy shock
Q: Can you begin by talking us through the implications you see from this energy shock for energy security and renewable energy?
The speaker explains that fossil fuel price volatility makes renewables comparatively more attractive over the long term, emphasizing onshoring energy systems to enhance security, with China as a leading example of investing in clean energy for both decarbonization and energy independence.
What’s the outlook for yields and demand in euro credit?
Q: Which sectors look the most compelling right now?
Banks (senior, subordinated, and AT1), real estate (residential, logistics), and utilities offer favorable risk-return profiles; selection remains crucial, especially in the chemical sector where challenges persist.

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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. At Any Rate
2. UBS On-Air: Market Moves
3. Exchanges
4. The Markets
5. Thoughts on the Market

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 290 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. Ulrik Fugmann
2. Thibaut Malin
3. Boutaina Deixonne
4. Shazaan Gaffoor
5. Daniel Dornell
6. Ecaterina Bigos
7. Jack Stephenson
8. Alba Sherry

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