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Talking Heads - Rotating drivers of growth

Investment Insights by BNP Paribas Asset Management

Jan 8, 202611:25Business

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of d...

About This Episode

Talking Heads - Rotating drivers of growth is an episode from Investment Insights by BNP Paribas Asset Management. Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financia...

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Published Jan 8, 2026, 11:25 long, audio available.

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What is Talking Heads - Rotating drivers of growth about?

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’s ambition to produce more of what it consumes, the durability of capital spending on artificial intelligence, monetary policy, and Europe’s drive to boost competitiveness and strategic autonomy. For more insights, visit Viewpoint: Download the Viewpoint app:

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Which podcast is Talking Heads - Rotating drivers of growth from?

Talking Heads - Rotating drivers of growth is an episode from Investment Insights by BNP Paribas Asset Management.

How long is this episode?

This episode is 11:25 long.

When was this episode published?

This episode was published on Jan 8, 2026.

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Are there related episodes from Investment Insights?

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Where can I listen to Talking Heads - Rotating drivers of growth?

You can listen to Talking Heads - Rotating drivers of growth on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Talking Heads - Rotating drivers of growth is from Investment Insights by BNP Paribas Asset Management.

What are the episode details?

Published Jan 8, 2026 and 11:25 long