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

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

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Latest Episodes

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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The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells Chief Market Strategist, Daniel Morris, that this major climate finance gathering focused on s... more

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Recent Guests

Thibaud Clisson
Climate Lead
BNP Paribas Asset Management
Episode: 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: Geopolitics and the economy: How war-triggered oil price shock was largely avoided
Athanasios Platias
Professor Emeritus of Strategy, University of Piraeus; President of the Council of International Relations, Greece, and Athens Space Think Tank
University of Piraeus; Athens Space Think Tank
Episode: Disrupting the world order
Chi Lo
Senior Market Strategist
BNP Paribas Asset Management
Episode: China: Tech self-sufficiency drive bodes well for growth
Ram Rasaratnam
CIO for Quant Equity Strategies at AXA IM Core
AXA IM Core
Episode: AI: Transforming quantitative portfolio management
Geoff Dailey
Head of US Equities
BNP Paribas Asset Management
Episode: US small caps – Reasons to be cheerful
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

Hosts

Daniel Morris
Host of Talking Heads
Chris Iggo
Host of Talking Heads
Andy Craig
Host of Talking Heads

Reviews

4.5 out of 5 stars from 41 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 Kingdom6 years ago

Listeners Say

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

Solid host dynamics and data-driven analysis.
Knowledgeable materials that translate complex market moves into practical insights.
Concise weekly updates with strong guest expertise.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#111
France/Business/Investing
Apple Podcasts
#235
Hong Kong/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

London Climate Action Week: In the heat of the moment, time to seek concrete solutions
Q: Thibaud, if we can step back a bit, we are mid-year, what is your outlook on the climate front at this point in time?
The picture is mixed: renewables and clean technologies are expanding and becoming more cost-effective, but emissions remain high and adaptation needs outpace funding, underscoring the push for private finance and practical investments today.
US high yield: Resilience against interest rate and spread volatility
Q: What is the outlook for spreads and defaults in the near term, and how are you positioning portfolios?
Default rates remain low and broadly subdued, with potential pockets of stress but no imminent catalyst for a sharp rise; portfolios are positioned to benefit from a short-duration tilt and a barbell approach, aiming to capture yield while managing rate- and spread-risk amid ongoing volatility.
US high yield: Resilience against interest rate and spread volatility
Q: How has the geopolitical and energy-price environment affected the US high-yield market recently?
The discussion highlights that while geopolitics and higher energy costs add volatility, the direct impact on US high yield has been relatively limited, with drawdowns being modest and spreads not spiking as expected, aided by resilient fundamentals and supportive flows.
European small caps offer income and growth
Q: Can you explain why European small caps have outperformed large caps this year?
The outperformance stems from the small-cap index composition, which is more domestically oriented and benefits from exposure to local European economies, whereas large caps are weighed down by luxury groups with pricing power external to Europe and higher valuation multiples. Additionally, earnings downgrades and crowdedness in large caps have pressured their performance, while small caps benefited from resilience in cash flows and valuations.
Disrupting the world order
Q: Do you believe AI will ultimately prove deflationary through productivity gains or inflationary because of the enormous investment in computing power and energy infrastructure?
It will be both: inflationary in the short term due to capital and energy demand, but disinflationary in the longer term as productivity gains spread and economies adjust.

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?

This program delivers concise, expert-led discussions on macro markets, fixed income, equities, and sustainable investing, with a heavy emphasis on implications for institutional investors. Episodes spotlight AI's role in portfolio research, inflation dynamics, green and euro credit, and the evolving landscape for multi-asset and ETF strategies, often featuring BNPP AM practitioners alongside guest specialists. A notable through-line is the integration of climate, governance, and technology signals into investment thinking, making it valuable for professionals who steer or influence large asset allocations. Listeners likely appreciate practical frameworks, risk management focus, and timely market updates from a source with deep asset-manage... more

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Which podcasts are similar to Talking Heads?

These podcasts share a similar audience with Talking Heads:

1. Investment Insights
2. At Any Rate
3. Making Sense
4. Global Data Pod
5. UBS On-Air: Market Moves

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 307 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. Thibaud Clisson
2. Thijs Van de Graaf
3. Athanasios Platias
4. Chi Lo
5. Ram Rasaratnam
6. Geoff Dailey
7. Johan Play
8. Jane Wadia

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