Best Bnp Paribas Asset Management Podcasts (2025)

1
Talking Heads – Setting a course for investing in the rest of 2025 8:59

5d ago8:59

8:59

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight …

1
Talking Heads – Combining asset ownership and stewardship 7:25

13d ago7:25

7:25

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support. 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 by Ausha. Se…

1
Talking Heads – What next with digital assets such as tokenised securities? 6:00

20d ago6:00

6:00

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement. For m…

1
Talking Heads – A look at the latest ETF flows 7:19

24d ago7:19

7:19

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the a…

1
Talking Heads – Any viable alternatives to a US dollar in the doldrums? 6:56

26d ago6:56

6:56

With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst sta…

1
Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once 12:08

1M ago12:08

12:08

This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and au…

1
Talking Heads – Have green bonds emerged from their niche? 8:04

1M ago8:04

8:04

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ D…

1
Talking Heads – What’s new in thematic investing? Check out our Barometer 8:13

2M ago8:13

8:13

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leadi…

1
Talking Heads - What’s new on ocean protection and preservation? 6:53

2M ago6:53

6:53

What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing? For more insights, visit Viewpoint: https://viewpoint.bnpparibas-…

1
Talking Heads – Making the case for absolute return bonds 6:49

2M ago6:49

6:49

How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global b…

1
Talking Heads – Which long-term themes are set to drive global equity markets? 7:25

2M ago7:25

7:25

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/…

1
Talking Heads – Investing via an ETF in the European defence sector 7:41

3M ago7:41

7:41

Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre talk about prospects for the European defence sector. For more insights, visit Viewpoint: https://vi…

1
Talking heads - It’s a match: infrastructure investing and Europe’s new focus 8:49

3M ago8:49

8:49

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class’s stable and predictable cashflows can also offer downside protection, she argues. For more insights…

1
Talking Heads - Investing in the resilience of environmental trends 7:51

3M ago7:51

7:51

Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https…

1
Talking Heads – Maintaining discipline when equities scatter 7:36

3M ago7:36

7:36

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US. For more insights, visit Viewpoint: https://…

1
Talking Heads – Curious about private equity? 8:28

3M ago8:28

8:28

Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunitie…

1
Talking Heads – Generating income, protecting capital in bonds 11:30

4M ago11:30

11:30

Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry. For more insights, visit Viewpoint: https://viewpoint.bnppar…

1
Talking Heads – ETF flows and trends in a world in flux 7:29

4M ago7:29

7:29

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research. For more insights, visit Viewpoint: https://viewpoint.…

1
Talking Heads – Making a difference with impact investing 6:11

4M ago6:11

6:11

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris abo…

1
Talking Heads – Tariff turmoil clouds Europe’s economic outlook 7:46

4M ago7:46

7:46

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris. For mor…

1
Talking Heads – The case for long-short convertibles in volatile times 6:56

4M ago6:56

6:56

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and le…

1
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo? 9:02

4M ago9:02

9:02

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris. Fo…

1
Talking Heads – Thinking about diversification? Try asset-backed securities 7:29

4M ago7:29

7:29

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversifica…

1
Talking Heads – A new focus on investing in water 12:03

5M ago12:03

12:03

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications…

1
Talking Heads – Long-term trends underpin European private equity infrastructure 9:20

5M ago9:20

9:20

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics. For more insig…

1
Talking Heads – Time to unearth value stocks and diversify 7:51

5M ago7:51

7:51

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends. For more in…

1
Talking Heads - US small caps: looking beyond the near-term uncertainties 10:02

5M ago10:02

10:02

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/…

1
Talking Heads – Navigating ESG investing with ETFs 7:53

5M ago7:53

7:53

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief Market Strategist, that demand for ‘active’ ETFs is picking up given …

1
Talking Heads – Absolute return fixed income in an uncertain world 7:51

6M ago7:51

7:51

There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and Absolute Return explains the merits of absolute return fixed income investing in the current environment. James and Chief Market Strategist Daniel Morris discuss the dispersion market volatilit…

1
Talking Heads – Broadening perspectives on the outlook for sustainability 7:55

6M ago7:55

7:55

The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives on greater diversity, equity and inclusion can persist. Alex tells Chief Market Strategist Daniel Morris that talk of the end of sustainable investing is premature: New solutions will be developed and…

1
5: Ep 005 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, sheds light on the role of SIPs 13:24

6M ago13:24

13:24

In this episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, sheds light on the role of SIPs(systematic investment plans) in maintaining financial discipline and how early investment helps you in: Planning and investing patiently for long-term future goals. Avoids future regrets by preparing for opportunities …

1
Talking Heads – Watch out, concentration risk ahead 6:37

6M ago6:37

6:37

Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small group of companies in the same sector. This is currently the case with the preponderance of 10 (tech) behemoths in the US S&P500. Raul Leote de Carvalho, Deputy Head of the Quant Research Group, and Chief Market Strategist Danie…

1
Talking Heads – Asia electrifies! 12:16

6M ago12:16

12:16

Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish B…

1
Talking Heads – Where to invest given all the unknowns 8:44

7M ago8:44

8:44

This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructed to weather whatever may happen. Here, Claire Mehu, Team Head for Balanced Solutions, and Andy Craig, Co-head of the Investment Insights Centre, discuss the prospects for multi-asset portfolios. For mo…

1
Talking Heads – Introducing private credit to a wider audience 8:05

7M ago8:05

8:05

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this episode. Stephane Blanchoz, Head of Alternative Solutions, and Andrew Craig, Co-head of Investment Insights Centre, discuss the mature US market and the opportunity-rich European market for pri…

1
Talking Heads – Where might markets go?’ 6:53

7M ago6:53

6:53

Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outlook – Opportunities in a volatile world. They discuss US Treasury and co…

1
4: Ep 004 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how Systematic Investment Plans 14:52

8M ago14:52

14:52

Imagine a stormy night in a serene meadow: The mighty oak resists the wind but breaks; the flexible reed bends and survives. This timeless fable holds the key to smart investing. In the next episode of PodTales, Suresh Soni, CEO of Baroda BNP Paribas Asset Management, explains how Systematic Investment Plans (SIPs) embody this flexibility, helping …

1
Talking Heads – Understanding Active ETFs 10:06

8M ago10:06

10:06

What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs? Why are they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Crai…

1
Talking Heads – Discussing biodiversity loss, COP16, and our updated roadmap 7:43

8M ago7:43

7:43

Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways from the recent multilateral COP16 meeting and the importance of heading off systemic risks such as even partial ecosystem collapse. Robert Alexandre also discusses how BNP Paribas Asset Manag…

1
Talking Heads – What are the takeaways from the COP29 climate talks? 9:35

8M ago9:35

9:35

Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that amid the mixed results, there was progress on greater transparency in carbon markets and measures to tackle climate change fallout in developing countries. They also discuss hopes that next y…

1
Talking Heads – Is US environmental investing over? Not so fast 10:04

9M ago10:04

10:04

The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-l…

1
Talking Heads – Unpicking the results of the US election 7:28

9M ago7:28

7:28

What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre. For more insights, visit Viewpoint: https://vi…

1
Talking Heads – Will US equities run much further, pause or stumble? 12:20

9M ago12:20

12:20

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Globa…

1
Talking Heads – What are the implications of climate change for investors? 9:22

9M ago9:22

9:22

While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is coming. Jakob Thomä, Research Director at the Inevitable Policy Response, …

1
3: Ep 003 - Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how SIPs work. 16:25

9M ago16:25

16:25

This episode of PodTales explores how SIPs work and why they're a great way to get started on your investment journeys. Suresh Soni, CEO of Baroda BNP Paribas Asset Management India Pvt Ltd, explains how SIPs can help stay disciplined with your investments and aims to build a balanced, secure portfolio over time.…

1
Talking Heads – What's in the mix for yields of US Treasuries? 12:47

10M ago12:47

12:47

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating fut…

1
Talking Heads – Systematic investing - Bigger, stronger, faster 8:41

10M ago8:41

8:41

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the advantages of quantitative investing as a so…

1
Talking Heads – Assessing turning points in the equity outlook 10:20

10M ago10:20

10:20

Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity updat…

1
Talking Heads – Green and social bonds: a fully grown market 8:16

10M ago8:16

8:16

The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and soc…

1
Talking Heads – European small caps to outdo large caps 8:06

10M ago8:06

8:06

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting includes earnings per share growth ahead of that of large caps, attractive…

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Bnp Paribas Asset Management Podcasts

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