Investment Insights
BNP Paribas Asset Management
Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. 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.
Categories: Business
Listen to the last episode:
Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.
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.
Previous episodes
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373 - Talking Heads - Incorporating inclusive growth as a stock selection factorThu, 12 Feb 2026 - 0h
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372 - Talking Heads - How do synthetic money market ETFs work?Fri, 06 Feb 2026 - 0h
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371 - Talking Heads - Electrification and AI turbocharge the clean energy outlookFri, 30 Jan 2026 - 0h
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370 - Talking Heads - The AI angle to Indian equitiesFri, 23 Jan 2026 - 0h
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369 - Talking Heads - In focus: Active and ESG ETF rebound towards year endFri, 16 Jan 2026 - 0h
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368 - Talking Heads - Rotating drivers of growthThu, 08 Jan 2026 - 0h
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367 - Talking Heads - US high-yield bonds benefit from improved quality and demandTue, 16 Dec 2025 - 0h
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366 - Talking Heads - Sustainability now the core driver of GDP growth in AsiaThu, 11 Dec 2025 - 0h
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365 - Talking Heads - Emerging market debt likely to keep basking in the sunFri, 05 Dec 2025 - 0h
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364 - Talking Heads - Getting China back on the path to sustainable growthTue, 25 Nov 2025 - 0h
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363 - Talking Heads - Highlighting the role of natural capital in portfoliosFri, 21 Nov 2025 - 0h
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362 - Talking Heads - Getting the best out of the quality factor in European equitiesWed, 12 Nov 2025 - 0h
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361 - Talking Heads - Tailwinds for emerging markets include the weak dollar and AI spendingWed, 05 Nov 2025 - 0h
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360 - In Conversation – What to expect at the COP30 climate summit?Fri, 31 Oct 2025 - 0h
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359 - Talking Heads – What are the megatrends in global equities?Wed, 29 Oct 2025 - 0h
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358 - In Conversation – Bringing together sustainability-minded stakeholdersThu, 23 Oct 2025 - 0h
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357 - Talking Heads - A remarkable quarter for exchange-traded fundsWed, 15 Oct 2025 - 0h
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356 - Talking Heads – Flexibility in global bonds with absolute returnThu, 09 Oct 2025 - 0h
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355 - Talking Heads – Full steam ahead for US small capsThu, 02 Oct 2025 - 0h
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354 - Talking Heads - Offering the best of active and passive investing in ETFsThu, 25 Sep 2025 - 0h
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353 - Talking Heads – What has been happening in the food and agriculture sector?Thu, 18 Sep 2025 - 0h
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352 - Talking Heads – European small-cap stocks have the wind in their sailsFri, 12 Sep 2025 - 0h
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351 - Talking Heads – Sustainability, bending, but not breakingTue, 02 Sep 2025 - 0h
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350 - Talking Heads – Setting a course for investing in the rest of 2025Wed, 06 Aug 2025 - 0h
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349 - Talking Heads – Combining asset ownership and stewardshipTue, 29 Jul 2025 - 0h
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348 - Talking Heads – What next with digital assets such as tokenised securities?Tue, 22 Jul 2025 - 0h
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347 - Talking Heads – A look at the latest ETF flowsFri, 18 Jul 2025 - 0h
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346 - Talking Heads – Any viable alternatives to a US dollar in the doldrums?Wed, 16 Jul 2025 - 0h
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345 - Talking Heads – Artificial Intelligence - Everything, Everywhere, All at onceTue, 08 Jul 2025 - 0h
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344 - Talking Heads – Have green bonds emerged from their niche?Tue, 01 Jul 2025 - 0h
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343 - Talking Heads – What’s new in thematic investing? Check out our BarometerWed, 25 Jun 2025 - 0h
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342 - Talking Heads - What’s new on ocean protection and preservation?Thu, 19 Jun 2025 - 0h
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341 - Talking Heads – Making the case for absolute return bondsTue, 10 Jun 2025 - 0h
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340 - Talking Heads – Which long-term themes are set to drive global equity markets?Thu, 05 Jun 2025 - 0h
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339 - Talking Heads – Investing via an ETF in the European defence sectorMon, 26 May 2025 - 0h
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338 - Talking heads - It’s a match: infrastructure investing and Europe’s new focusTue, 20 May 2025 - 0h
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337 - Talking Heads - Investing in the resilience of environmental trendsThu, 15 May 2025 - 0h
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336 - Talking Heads – Maintaining discipline when equities scatterWed, 07 May 2025 - 0h
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335 - Talking Heads – Curious about private equity?Wed, 30 Apr 2025 - 0h
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334 - Talking Heads – Generating income, protecting capital in bondsThu, 24 Apr 2025 - 0h
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333 - Talking Heads – ETF flows and trends in a world in fluxTue, 22 Apr 2025 - 0h
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332 - Talking Heads – Making a difference with impact investingWed, 16 Apr 2025 - 0h
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331 - Talking Heads – Tariff turmoil clouds Europe’s economic outlookFri, 11 Apr 2025 - 0h
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330 - Talking Heads – The case for long-short convertibles in volatile timesTue, 08 Apr 2025 - 0h
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329 - Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?Fri, 04 Apr 2025 - 0h
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328 - Talking Heads – Thinking about diversification? Try asset-backed securitiesThu, 03 Apr 2025 - 0h
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327 - Talking Heads – A new focus on investing in waterWed, 26 Mar 2025 - 0h
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326 - Talking Heads – Long-term trends underpin European private equity infrastructureThu, 20 Mar 2025 - 0h
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325 - Talking Heads – Time to unearth value stocks and diversifyTue, 11 Mar 2025 - 0h
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324 - Talking Heads - US small caps: looking beyond the near-term uncertaintiesThu, 06 Mar 2025 - 0h
