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

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

PublishesWeeklyEpisodes298Founded6 years ago
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BusinessInvesting

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Latest Episodes

European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active b... more

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hon... more

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical mo... more

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management... more

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Recent Guests

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
Jon Stephenson
Senior Portfolio Manager, US Equity Team, BNP Paribas Asset Management
BNP Paribas Asset Management
Episode: Healthcare equities: Healthier prospects in 2026
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?

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.

Chart Rankings

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

Apple Podcasts
#7
Colombia/Business/Investing
Apple Podcasts
#63
Colombia/Business
Apple Podcasts
#188
Chile/Business/Investing
Apple Podcasts
#195
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

AI: Transforming quantitative portfolio management
Q: How is generative AI transforming the research process and model development?
OpenCode enables natural-language querying of code, faster knowledge sharing, and automated coding within set standards, though governance and validation are still required before deployment.
AI: Transforming quantitative portfolio management
Q: What are some examples of how the team is using AI and machine learning in the investment process?
They use neural networks to forecast short-term vol, NLP on earnings calls to gauge management tone, and new data sources like patent data to augment signals, all while maintaining fundamental valuation and quality as core drivers.
Licence to roam empowers absolute return bond approach
Q: Why are emerging markets in Latin America particularly attractive in the current environment?
Real rates in Latin America remain relatively high, inflation has been coming down, and several countries have begun cutting rates, which supports EM currencies and the potential for further easing as central banks adjust to the energy and growth dynamics.
Licence to roam empowers absolute return bond approach
Q: How do derivatives shape the strategy's ability to implement curve steepening and risk-managed returns?
Derivatives expand the alpha opportunity set by allowing short positions and curve steepening when market conditions permit, as well as enabling access to a wider range of investment opportunities beyond cash-equivalent assets.
Licence to roam empowers absolute return bond approach
Q: What's the core principle of an absolute return bond strategy?
The core principle is delivering cash plus about 2.5% on a near-uncorrelated basis by selecting positions that truly contribute to those objectives, using long/short and derivatives to access alpha beyond traditional long-only bond funds.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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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?

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1. UBS On-Air: Market Moves
2. Exchanges
3. The Markets
4. Thoughts on the Market
5. Bloomberg Daybreak: Europe Edition

How many episodes of Talking Heads are there?

Talking Heads launched 6 years ago and published 298 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. Chi Lo
2. Ram Rasaratnam
3. Geoff Dailey
4. Jon Stephenson
5. Johan Play
6. Jane Wadia
7. Ulrik Fugmann
8. Thibaut Malin

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