Talking Heads - London Climate Action Week: In the heat of the moment, time to seek concrete solutions
The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibau...
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Investment Insights
Investment Insights is the podcast channel for BNP Paribas Asset Management and features commentary from our experts on current market themes and topics.
Investment Insights Podcast Guide
Listen to Investment Insights, a Business podcast by BNP Paribas Asset Management. Stream 365 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 365 episodesTalking Heads - Geopolitics and the economy: How war-triggered oil price shock was largely avoided
Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have la...
Talking Heads - US high yield: Resilience against interest rate and spread volatility
The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, S...
Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamel...
Talking Heads - ETF investing in European defence
The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Ana...
Talking Heads - Disrupting the world order
In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professo...
Talking Heads - European small caps offer income and growth
European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells...
Talking Heads - China: Tech self-sufficiency drive bodes well for growth
China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-do...
Talking Heads - AI: Transforming quantitative portfolio management
Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and...
Talking Heads - Inflation-linked bonds can navigate the shocks
The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a...
Talking Heads - US small caps – Reasons to be cheerful
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey,...
Talking Heads - Licence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns i...
Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict
Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the...
Talking Heads - Healthcare equities: Healthier prospects in 2026
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Port...
Talking Heads - The grass has become greener for green bonds
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have...
Talking Heads - Decarbonisation and climate solutions providers to gain new prominence
“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our cl...
Talking Heads - Managing multi-asset portfolios amid the volatility
The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, G...
Talking Heads - Renewable energy in focus amid the energy shock
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fu...
Talking Heads - High-yield credit – A source of diversification and returns
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook...
Talking Heads - Tackling volatility with public debt money market funds
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy...