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Talking Heads

BNP Paribas Asset Management

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: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am Hosted on Ausha. See ausha.co/privacy-policy for more information.

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328 avsnitt

  1. Active ETFs: broadening the sources of portfolio returns 13:08
  2. Corporate bonds: Finding alpha in an efficient market 13:40
  3. Sustainability as a driver of long-term investment outcomes 12:06
  4. MSCI ACWI MIN TE - verantwortlich und breit 6:06
  5. MSCI ACWI - Schwellenländer inklusive 5:17
  6. MSCI World ex USA - die Welt ohne USA 5:19
  7. MSCI World SRI PAB – verantwortliches Kapital 7:51
  8. MSCI World MIN TE - verantwortlich investieren 7:13
  9. MSCI World Equal Weight - jede Aktie zählt 6:34
  10. European strategic autonomy: a €1.8 trillion investment opportunity 8:26
  11. ETF inflows hit record highs as investors embrace global equities and active strategies 8:56
  12. Inflation-linked bonds: protection in a more volatile inflation world 11:27
  13. Europe’s path to strategic autonomy opens new opportunities for bond investors 8:37
  14. MSCI World: wie er tatsächlich investiert 8:04
  15. Is the market underestimating China’s AI potential? 10:40
  16. Investing in environmental solutions: Navigating a new era of resource scarcity 10:56
  17. A new paradigm for Emerging Market equities? 8:44
  18. Euro short-duration bonds: Potential for stability and steady income 8:45
  19. Nordic high-yield bonds can offer diversification, lower duration and limited volatility 12:25
  20. Sustainable farming can offer portfolio diversification and inflation protection 9:06
  21. The impact of AI on the media and advertising industries 13:51
  22. Global equities: Earnings expectations remain strong 10:52
  23. ETF inflows: Heading for a record high? 8:05
  24. Fixed income ETFs: Simple, transparent, low-cost beta exposure 10:00
  25. London Climate Action Week: In the heat of the moment, time to seek concrete solutions 11:00
  26. Geopolitics and the economy: How war-triggered oil price shock was largely avoided 9:42
  27. US high yield: Resilience against interest rate and spread volatility 16:34
  28. Cheaper, smarter and ever broader uses: AI offers a long growth runway 14:50
  29. ETF investing in European defence 11:03
  30. Disrupting the world order 12:16
  31. European small caps offer income and growth 10:24
  32. China: Tech self-sufficiency drive bodes well for growth 10:42
  33. AI: Transforming quantitative portfolio management 13:48
  34. Inflation-linked bonds can navigate the shocks 13:30
  35. US small caps – Reasons to be cheerful 14:30
  36. Licence to roam empowers absolute return bond approach 10:51
  37. Flows into core equity ETFs hold up amid Middle East conflict 5:53
  38. Healthcare equities: Healthier prospects in 2026 9:24
  39. The grass has become greener for green bonds 10:29
  40. Decarbonisation and climate solutions providers to gain new prominence 9:21
  41. Managing multi-asset portfolios amid the volatility 16:34
  42. Renewable energy in focus amid the energy shock 8:59
  43. High-yield credit – A source of diversification and returns 7:53
  44. Tackling volatility with public debt money market funds 7:46
  45. What’s the outlook for yields and demand in euro credit? 11:36
  46. Sustainability agenda – Capital and solutions for real-world issues 9:21
  47. Incorporating inclusive growth as a stock selection factor 7:35
  48. How do synthetic money market ETFs work? 8:29
  49. Electrification and AI turbocharge the clean energy outlook 11:59
  50. The AI angle to Indian equities 7:59