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Investment Insights is the podcast channel for BNP Paribas Asset Management and features commentary from our experts on current market themes and topics.
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,...
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...
Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the...
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Port...
While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have...
“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...
The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, G...
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...
Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook...
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy...
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too...
Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head o...
Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and grow...
The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberl...
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and th...
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semic...
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded...
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might...
The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market shou...
Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead...
Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this...
Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth,...
What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast...
Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quan...
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US...
Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit globa...
Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which...
Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means...
Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to...
Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that sm...
Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Danie...
Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight...
After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps,...
The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realitie...
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain v...
Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtai...
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider fiel...
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected...
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, wher...
This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Liste...
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Hea...
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Baromete...
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? Wha...
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances...
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative?...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospac...
Listen to Karen Azoulay , Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well...
Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide...
Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook f...