Talking Heads - Europe’s path to strategic autonomy opens new opportunities for bond investors
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communi...
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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.
Episodes
20 of 376 episodesTalking Heads - Is the market underestimating China’s AI potential?
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In...
Talking Heads - Investing in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining invest...
Talking Heads - A new paradigm for Emerging Market equities?
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related...
Talking Heads - Euro short-duration bonds: Potential for stability and steady income
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help con...
Talking Heads - Nordic high-yield bonds can offer diversification, lower duration and limited volatility
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior P...
Talking Heads - Sustainable farming can offer portfolio diversification and inflation protection
The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist,...
Talking Heads - The impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hour...
Talking Heads - Global equities: Earnings expectations remain strong
Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equi...
Talking Heads - ETF inflows: Heading for a record high?
June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion...
Talking Heads - Fixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed...
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...
Talking 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...