Podcasts by 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.
Further podcasts by BNP Paribas
Podcast on the topic Wirtschaft
All episodes
Uncapped impact: Sunnova and the energy transition from 2022-02-18T16:09
Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the first of this series we speak to John Berger, CEO of Sunnova Energy Internation...
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Talking heads – Building back stability in Chinese equities from 2022-02-14T15:48:50
Chinese equities look well set to confront the challenges that Omicron, stricter regulation and moderating growth will bring. Revised earnings expectations and valuations mean their second-half pr...
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Talking heads – Emerging market debt: Don’t look the other way from 2022-02-07T15:20:50
In a contrarian call, our emerging market debt team sees appealing opportunities in EM bonds. Specifically in those markets where inflation is likely to peak ahead of developed markets in which inv...
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Talking heads – Looking for direction as Fed pivots from 2022-01-31T16:16:37
The prospect of a momentous pivot in US monetary policy with gradual withdrawal of the generous provision of liquidity has left markets pondering over valuations. Investors face a challenging year ...
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Talking heads – Financing sustainable development from 2022-01-24T21:17:26
To tackle poverty, climate change and improved access to, for example, education, central banks and governments need to rethink fiscal policy and the impact of deficit spending. Trillions of US dol...
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Talking heads – “A lot of value to be had” in multi-sector fixed income from 2022-01-17T15:24:14
At first sight, tighter US monetary policy and stubbornly high US inflation does not seem an ideal mix for bonds. There’s a lot more to it than that, argues James McAlevey, head of multi-sector fix...
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Talking heads – Full valuations make 2022 a challenging year from 2022-01-10T16:14:13
The set-up for financial markets is more challenging in 2022, especially for core government bonds and fully valued equities, given the prospect of higher interest rates. In our new Talking heads p...
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Market weekly – Emerging markets head into 2022 in better shape from 2021-12-13T14:18:24
Stronger economic fundamentals and vaccination progress mean the 2022 outlook for Asian equities, and more broadly global emerging market equities, is rosier now than it was at this time a year ago...
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Market weekly – Investors will need to ‘shoot the rapids’ in 2022 from 2021-12-06T13:58:18
Leaving behind a momentous year marked by new phases of the pandemic and by sputtering efforts to re-start the global economy, we look ahead to 2022. Can we overcome the effects of issues such as d...
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Market weekly – A portfolio-level COP26 scorecard from 2021-11-29T15:20:02
The recent UN climate change conference in Glasgow has if anything brought a broader focus on environmental issues and added to the growing awareness and momentum behind the need for positive chang...
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Market weekly – Climate change: It is adapt or… from 2021-11-22T14:57:25
The results of the recent COP26 climate change conference fall into the glass half full, glass half empty category. The onus now is on greater efforts to adapt to higher global temperatures as work...
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Market weekly – Addressing the challenges institutional investors face from 2021-11-15T16:02:12
Confronted with low, but rising rates and frothy equity valuations, large investors are having to look elsewhere for investments offering both attractive long-run returns and modest to low volatili...
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Market weekly – Diversified private markets: A source of illiquidity premiums from 2021-11-15T16:02:12
Confronted with low, but rising rates and frothy equity valuations, large investors are having to look elsewhere for investments offering both attractive long-run returns and modest to low volatili...
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Market weekly – Emerging markets set to surface from tough year from 2021-11-15T15:31:43
It has been a challenging year for investors in emerging markets – equities have lagged their developed market counterparts, EM debt has delivered a mixed performance. Covid outbreaks have hampered...
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Market weekly – The why and how of thematic investing from 2021-11-01T12:56:03
Globalisation, regulation and deregulation, digitalisation and innovation are playing an important role in reshaping economies, sectors and industries and these megatrends are creating thematic inv...
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Market weekly – Unlocking the value in fixed income from 2021-10-25T13:18:01
At first glance, bond markets these days may look like deserts – there is little or no yield on offer with large patches appearing barren or even offering only negative yields. That is to ignore a ...
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Market weekly – Confidence in storm-hit China should return from 2021-10-18T11:14:40
Investors with China exposure, or an appetite for it, face a raft of issues ranging from slower growth, which may or may not be condoned by Beijing, to toughened and expanded clampdowns on sectors....
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Market weekly – Convertible bonds: multi-functional and flexible capital from 2021-10-11T10:19:07
Convertible bonds are hybrid instruments combining bond and equity characteristics. As a result, they offer some equity upside, but with bond-like protection on the downside. If we are at the start...
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Market weekly – US stocks pause after winning streak from 2021-10-04T13:18:17
The S&P 500 stock index ended September down by 4.8%, its first monthly drop since January and the largest fall since March 2020. Vincent Nichols, investment specialist for US equities, reviews rec...
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Market weekly – Transforming tech: Innovation and regulation from 2021-09-20T12:50:31
At the centre of a pandemic-induced boom, stern regulation efforts and forays into new turf, the technology sector is making almost daily headlines and requires robust research to separate the poss...
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Market weekly – Private debt stands out amid the uncertainty from 2021-09-13T14:28:21
Uncertainty over the macroeconomic landscape and the outlook for monetary policy currently combine with an awareness among investors that by many measures, valuations in public markets are on the h...
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Market weekly – Pandemic leaves consumers smarter about their food from 2021-09-06T14:33:27
What will be the consequences of the Covid-19 pandemic for the food and agriculture sector? How is the transition towards more sustainable food production and consumption affected? Agne Rackauskait...
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Market weekly - Focusing on the ‘S’ – What is in it for investors? from 2021-07-19T00:00
It is a win-win for companies to target the social aspects of doing business, next to environmental responsibility and proper governance, and it can be so for investors as well, argues senior portf...
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Market weekly - Fixed income: 2021 reflation trade from 2021-07-12T14:57:29
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were perhaps not transitory after all. Fixed income markets promptly reve...
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Market weekly - Infra debt: Investing in the backbone from 2021-07-12T14:52:26
While many parts of the economy had to shut down as the coronavirus pandemic raged, the lights stayed on, water flowed from taps and internet connections buzzed. The crisis has highlighted the impo...
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Market weekly – Ecosystem restoration: Why should investors be interested? from 2021-06-28T16:16:29
Addressing ecosystem restoration is just as pressing as tackling CO2 emissions and can generate billions of dollars of investment opportunities, as Ulrik Fugmann and Edward Lees, co-heads of the En...
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Market weekly: There is more to emerging market equities from 2021-06-23T08:20:42
Emerging market equities offer investors a wide range of diversification opportunities across economies with a solid post-pandemic growth profile that include, but also stretch beyond, China and th...
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Market weekly – Corporate bonds: Resilience amid rising inflation from 2021-06-15T15:09:51
Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually improving fundamentals, neutral central...
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Market weekly – Asia: A good place to change climate change from 2021-06-04T19:40:25
On account of the region’s strong economic growth, Asia has a considerable impact on climate change, but at the same time is, perhaps disproportionately, exposed to its effects. That makes engaging...
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Market weekly – European equities: About to catch up from 2021-06-04T19:31:13
Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as the economic recovery broadens and investors reassess their valuations relat...
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Market weekly – Biodiversity: Why nature loss matters from 2021-05-24T05:55:36
Climate change and pollution are among the factors reducing biodiversity. The result is considerable damage to society and the economy. Robert-Alexandre Poujade, ESG analyst at our Sustainability C...
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Market weekly – Risk-on to rock on in second half from 2021-05-17T15:38:50
The economic recovery should broaden into a synchronised global upturn in the course of the second half of this year, favouring risky assets including commodities, equities generally and notably em...
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Market weekly – Recovery and structural shifts signal inflation ahead in the US from 2021-05-10T16:41:05
Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink of a secular shift away from the low-flation regime is a topic of intense deb...
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Market weekly – Why invest in inclusive growth? from 2021-05-03T07:00:12
Being open to an inclusive growth approach goes hand in hand with a focus on long-term performance and contributes to a better climate for doing business and investment. As investment specialist Ra...
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Market weekly – Creation and disruption in healthcare from 2021-04-26T09:44:55
Long-term growth trends and innovation continue to create demand for healthcare at a rate that exceeds the pace of economic growth. Jon Stephenson, portfolio manager for healthcare stocks discusse...
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Market weekly – Four questions on green bonds from 2021-04-19T13:56:16
Green bonds have grown and matured as a fixed-income segment over the past decade. The need for climate action has spurred a raft of green projects and activities that combat climate change and oth...
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Market weekly – Time for US bond investors to shift to greater flexibility from 2021-04-12T14:14:05
The outlook for US interest rates is shifting towards a normalisation of central bank policy now that the economic recovery appears to be entrenched. Ken O’Donnell, head of short duration fixed inc...
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Market weekly – Asia’s central role make it a hub for flows from 2021-03-29T09:31:51
Asian equities rode high early in the year amid optimism over the recovery in China, the new US administration and improved relations with China, and the advent of vaccines. The outlook for investo...
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Market weekly – The technologies contributing to net zero from 2021-03-22T14:44:37
Eliminating carbon dioxide emissions over the coming decades will require multi-billion dollar investments, as well as a wide range of efforts to reduce energy consumption, increase efficiency, ele...
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Market weekly – Factor-based investing: it works for corporate bonds too! from 2021-03-15T13:54:07
Applying factors when selecting corporate bonds for investment helps build a portfolio with a performance that can be shown to be resilient when markets face rising interest rates and increased vol...
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Market weekly – What is fixed income for? Absolute return from 2021-03-08T14:02:43
Bond investors may well need to change tack as they navigate a positive outlook for economic growth and the implications that currently has for fixed income returns. Alex Johnson, head of multi-str...
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Market weekly - Fresh impetus to ESG investing from 2021-03-02T10:37:52
The pandemic has led to greater awareness of environmental, social and governance (ESG) issues, both in a personal and business sense. This has reinforced the case for ESG investing as a way to do ...
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Market weekly – Looking for pockets of value in high-yield bonds from 2021-02-22T00:00
Massive financial support from governments and central banks during the lockdowns in 2020 underpinned valuations for European high-yield bonds. The secret to doing well this year will be a total re...
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Market weekly – Which way for carbon and offshore wind pricing in the energy transition? from 2021-02-15T00:00
Market mechanisms can play an important role in managing the energy transition. In two markets, recent developments have signalled potential shifts: carbon prices appear to be heading higher in ant...
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Market weekly – A true alternative: private debt and real assets from 2021-02-08T00:00
Private debt and real asset markets can offer investors meaningful return potential along with diversification. David Bouchoucha, head of private debt and real assets, discusses the opportunities o...
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Market Weekly - Climate Change, A Critical Issue For Our Time from 2021-02-01T00:00
The pandemic has underscored existential problems, climate change in particular. This is spurring a wave of awareness, ambitious projects and investments in technology that will be crucial for deca...
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Market Weekly – Spend, Spend, But No Inflation In Sight from 2021-01-25T00:00
US government spending to help the economy cope with the dire consequences of COVID-19 looks set to reach record peacetime levels, but absent a boost to inflation, it is unlikely to set in motion a...
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Market Weekly – Equities’ Dashboard Signals Another Good Run from 2021-01-18T00:00
Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However, risks linger, not least those...
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Market weekly – Water, water, everywhere – and in your portfolio? from 2021-01-11T00:00
A finite resource in ever growing demand, water represents a durable growth area in both developed markets suffering from underinvestment and emerging markets in need of more infrastructure. As the...
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Market Weekly – Eurozone Interest Rates Are Near The Bottom from 2020-12-14T00:00
Eurozone interest rates are “at the floor” of the short end of the government bond yield curve, pushing investors towards the longer end as they seek areas in fixed income that can still offer an a...
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Market Weekly - Multi-Factor Equity Investing - Turning The Corner After A Difficult 2020 from 2020-12-07T00:00
Underperformance of multi-factor equity investing in 2020 has led some investors to question the strategy. Raul Leote de Carvalho, deputy head of our quantitative research group, discusses the reas...
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Market weekly – What we expect for 2021 from 2020-12-02T15:14:12
How can investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery? Can we solve the climate crisis at the same time as the world tackles the social and econo...
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Market weekly – Opportunities in Chinese fixed income from 2020-12-02T15:12:01
A combination of factors is leading global bond investors towards the Chinese bond market. Jean-Charles Sambor, head of emerging market debt, and Daniel Morris, chief market strategist, discuss the...
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Market weekly – Embark on the engine of growth with Asian equities from 2020-12-02T15:06:28
Asian equities have come through the pandemic standing tall and the prospects are for a continued strong run as household wealth rises and economies grow. Zhikai Chen, Head of Asian Equities, discu...
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Market weekly – “It’s the virus, stupid” from 2020-12-02T15:04:17
The main factor determining the US economic outlook has been and will be the course of the pandemic, with the incoming administration’s ability to deal with its effects on the economy and business ...
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Market weekly – Greener becomes prominent on food investing menu from 2020-12-02T15:02:49
Changing awareness is driving a shift in consumers’ relationship with food, limiting their appetite for animal products and boosting their interest in the environmental, social and health aspects o...
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Market weekly – US MBS: a solid foundation and more from 2020-12-02T14:59:45
US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable bonds elsewhere, which in many cases bear negative in...
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Market weekly – Chinese equities are go from 2020-12-02T14:58:05
China’s stocks appear to have left boom and bust behind. After outpacing major markets since a COVID-induced dip, Chinese equity markets are on a much better footing with the recent gains propelled...
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Market weekly – US election: four more years or a new course? from 2020-12-02T14:56:29
Some three weeks ahead of the US presidential election, it is time to assess the latest polls and the implications for economic policy and financial markets of a Trump or Biden win. US economist Ma...
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Market weekly – Looking under the hood of disruptive technology from 2020-10-05T13:55:24
The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equit...
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Market weekly – Carbon neutrality is achievable by 2050 from 2020-09-28T13:39:36
The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendl...
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Market weekly – Infrastructure debt for the long run from 2020-09-21T13:37:07
Investment in infrastructure debt could provide institutional investors with long-dated, high-quality cash flows. These can serve to match liabilities, provide yield enhancement potential relative ...
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Market weekly – Still room for positive yields in USD, GBP money markets from 2020-09-14T14:26:14
Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Rena...
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Market weekly - Reducing the risk of digital inequality from 2020-08-24T13:25:25
The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in the move to a digitalised society. Anu ...
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Market weekly - US small caps stand to expand their lead on large caps from 2020-08-10T15:35:20
Large-scale stimulus measures, a cyclical bounce for the economy and attractive valuations have converged to brighten the prospects for US small capitalisation stocks. Pamela Woo, head of US equiti...
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Market weekly - Fintech in emerging markets equals access to financial services and more from 2020-08-03T12:52:59
Many emerging markets are displaying an appetite for digital payments and, in the wake of that, e-commerce. This, coupled with the proliferation of smart phones, is engendering wider access to fina...
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Market weekly - Fixed income is now a bond picker’s market from 2020-07-27T12:35:59
Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures to save jobs and industries. In doing...
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Market weekly – The environment, an extraordinary investment opportunity from 2020-07-20T14:05:46
Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon emissions and addressing environmenta...
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Market weekly - Private debt and real assets: a resilient asset class across cycles from 2020-07-14T06:34:45
Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private...
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Market weekly - Much too little inflation or too much inflation: which will it be? from 2020-07-06T12:01:55
Whatever-it-takes spending programmers by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this wall of money will unleash inflation in...
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Market weekly - The case for global emerging market equities from 2020-07-03T09:03:58
In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist.
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Market weekly - What to expect after the Great Pandemic of 2020 from 2020-06-22T13:08:23
The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making ...
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Market weekly – Factor investing in equities: lessons from the COVID-19 crisis from 2020-06-16T15:48:26
In the recent equity market rally, exposures to factors did not perform as expected. In this podcast, we discuss the particularities of the rally and the outlook for factor investing.
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Market weekly – Consumer innovators in the post-pandemic world from 2020-06-08T12:53:08
The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, we dis...
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Market weekly – Do you have the equity protection you need? from 2020-06-02T12:38:12
In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays can play in equity portfolios and the...
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Market weekly – Healthcare, an investment theme for the coming decade from 2020-05-25T08:42:17
Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior por...
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Market weekly – Riding the digital transformation with US equities from 2020-05-18T16:17:22
Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and senior equity analyst for US equities, di...
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Market weekly – Seize the opportunities with active equity strategies from 2020-05-11T14:58:33
After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and wher...
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Market weekly – Fixed income – deflation, not inflation, is the main risk now from 2020-05-04T16:28:16
After a rollercoaster ride in April, senior investment strategist Daniel Morris and Dominick DeAlto, chief investment officer fixed income, discuss what will matter next for developed bond markets....
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Market weekly – Chinese equities – ahead of the curve from 2020-04-28T08:09:57
Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020, however? Senior investment strategist Daniel Morris d...
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Market weekly – Time to add risk in multi-asset portfolios? from 2020-04-20T12:56:33
Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this vo...
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Market weekly - Quality will withstand volatile equity markets from 2020-04-15T10:24:42
Senior investment strategist Daniel Morris and Guy Davies, Chief Investment Officer active equity strategies, discuss the outlook for equity markets.
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Market weekly - Sustainability and resilience in volatile markets from 2020-04-06T12:00:02
At the end of the third week of lockdown across much of Europe, Daniel Morris, senior investment strategist, and Mark Lewis, global head of sustainability research, discuss the situation in financi...
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Market weekly - Some calm after the storm from 2020-03-30T10:36:52
As a measure of calm is restored in financial markets, Guillermo Felices, head of research and strategy for Multi-Asset and Quantitative Solutions (MAQS), and Dominick DeAlto, chief investment offi...
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Market weekly - This policy response can turn the tide from 2020-03-23T11:21:59
After a week of unprecedented central bank interventions in financial markets, Richard Barwell, global head of macroeconomic research, and Denis Panel, chief investment officer for multi-asset and ...
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Market weekly – Quality is now key from 2020-03-16T17:03:38
After a momentous week in financial markets, our investment specialists discuss the impact of the coronavirus on equity markets, what the recent correction means for investors and how we are positi...
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Mark Lewis & Trevor Allen: transition bonds vs green bonds from 2020-03-02T21:15:06
Mark Lewis & Trevor Allen: transition bonds vs green bonds by BNP Paribas
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EP05 - Wells wires and wheels: conclusion as an investor on renewable energy vs fossil fuels from 2020-03-02T21:14:19
EP05 - Wells wires and wheels: conclusion as an investor on renewable energy vs fossil fuels by BNP Paribas
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EP04 - Wells wires and wheels: policy makers, oil companies and the automotive industry from 2020-03-02T21:13:43
EP04 - Wells wires and wheels: policy makers, oil companies and the automotive industry by BNP Paribas
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EP03 - Wells wires and wheels: the Impact of renewables on the European utility sector from 2020-03-02T21:12:50
EP03 - Wells wires and wheels: the Impact of renewables on the European utility sector by BNP Paribas
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EP02 - Wells wires and wheels: benefits of electric vehicles vs combustion vehicles from 2020-03-02T21:11:59
EP02 - Wells wires and wheels: benefits of electric vehicles vs combustion vehicles by BNP Paribas
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EP01 - Wells wires and wheels: energy return on capital invested from 2020-03-02T21:11:08
EP01 - Wells wires and wheels: energy return on capital invested by BNP Paribas
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Electric vehicles in emerging markets from 2019-08-19T14:44:37
Electric vehicles in emerging markets by BNP Paribas
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Artificial intelligence: why it matters to emerging markets from 2018-09-04T15:35:26
Artificial intelligence: why it matters to emerging markets by BNP Paribas
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Is it too late to allocate to GEM equities? from 2017-11-17T21:03:17
Rina Jha, Senior Analyst, Global Emerging Markets Equities
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Market Breakfast podcast 25 September 2017 from 2017-09-25T00:00
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast podcast - 18th September 2017 from 2017-09-18T00:00
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Market Breakfast podcast September 11 2017 from 2017-09-12T00:00
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Market Breakfast 4 September 2017 from 2017-09-04T00:00
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Market Breakfast 21 August 2017 from 2017-08-21T00:00
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Market Breakfast 14 August 2017 from 2017-08-14T00:00
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Market Breakfast - 07 Aug 2017 from 2017-08-08T00:00
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Market Breakfast - 31 July 2017 from 2017-07-31T00:00
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Market Breakfast - July 10 2017 from 2017-07-10T00:00
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Market Breakfast - July 3 2017 from 2017-07-03T00:00
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Market Breakfast - June 26 2017 from 2017-06-26T00:00
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Market Breakfast - June 19 2017 from 2017-06-19T00:00
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Market Breakfast - June 12 2017 from 2017-06-12T00:00
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Market Breakfast 5 June 2017 from 2017-06-06T00:00
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Market Breakfast - 8 May 2017 from 2017-05-08T00:00
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Market Breakfast 2 May 2017 from 2017-05-02T00:00
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Market Breakfast - 24 April 2017 from 2017-04-24T00:00
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Market Breakfast - 10 April 2017 from 2017-04-10T00:00
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Should investors actively hedge their currency risk? from 2017-04-07T19:51:22
In this podcast, Momtchil Pojarliev, Senior Portfolio Manager for Currencies, discusses the case for active hedging.
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Market Breakfast - 4 April 2017 from 2017-04-04T00:00
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Market Breakfast 27 March 2017 from 2017-03-27T00:00
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Market Breakfast 20 March 2017 from 2017-03-20T00:00
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Market Breakfast 13 March 2017 from 2017-03-14T00:00
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Market Breakfast - 6 March 2017 from 2017-03-06T00:00
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Market Breakfast - 27 February 2017 from 2017-02-27T00:00
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Market Breakfast 20 February 2017 from 2017-02-20T00:00
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Market Breakfast - 13 February 2017 from 2017-02-13T00:00
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Market Breakfast 6 February 2017 from 2017-02-06T00:00
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Market Breakfast 30 January 2017 from 2017-01-30T00:00
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Market Breakfast 23 January 2017 from 2017-01-24T00:00
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Market Breakfast 16 January 2017 from 2017-01-16T00:00
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 9 January 2017 from 2017-01-09T00:00
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 19 December 2016 from 2016-12-19T00:00
Tune in to hear our weekly global market update in just 5 minutes. You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 12 December 2016 from 2016-12-12T00:00
Tune in to hear our weekly global market update in just 5 minutes! you can keep up to date with the financial markets and listen on the go.
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Market Breakfast 5 December 2016 from 2016-12-05T00:00
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 28 Nov from 2016-11-28T00:00
Tune in to hear our weekly global market update in just 5 minutes! You can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 21 November 2016 from 2016-11-21T00:00
Tune in to hear our weekly global market updates in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 14 November 2016 from 2016-11-14T00:00
Tune in to hear our weekly global market updates in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 7 November 2016 from 2016-11-07T00:00
Tune in to hear our weekly global market updates in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 31 October 2016 from 2016-10-31T00:00
Tune in to hear our weekly global market updates in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 24 October 2016 from 2016-10-24T00:00
Tune in to hear our weekly global market updates in just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast 17 October 2016 from 2016-10-17T00:00
Tune in to hear our weekly global market updates just 5 minutes! you can keep up to date with the financial markets easily and listen on the go.
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Market Breakfast from 2016-10-10T13:46:12
Tune in to hear our weekly global market updates in just 5 minutes! You can now keep up to date with the financial markets easily and listen on the go.
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Market Breakfast - Oct 3 2016 from 2016-10-03T00:00
Tune in to hear our weekly global market updates in just 5 minutes! You can now keep up to date with the financial markets easily and listen on the go.
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Market Breakfast - Sept 26 2016 from 2016-09-26T00:00
Tune in to hear our weekly global market updates in just 5 minutes! You can now keep up to date with the financial markets easily and listen on the go.
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Market Breakfast - Sept 19 2016 from 2016-09-19T00:00
Tune in to hear our weekly global market updates in just 5 minutes! You can now keep up to date with the financial markets easily and listen on the go.
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Growth - will it reappear? from 2016-07-29T14:39:11
This podcast features our senior economists and strategists from the US, UK and China, discussing the likelihood that growth will reappear in the near future.
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US small cap equities in the foreseeable future from 2016-06-01T00:00
Trends for US small cap equities in the foreseeable future presented by Eric McLaughlin, CFA, Senior Investment Specialist, US Equities
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Benefits of emerging market small caps from 2016-02-17T00:00
Rick Wetmore, CFA, Deputy CIO, Global Emerging Market Equities, discusses the benefits of emerging market small cap stocks including:
• Emerging Market small caps offer investors greater o...
How the Fed raises rates from 2015-12-17T00:00
Steven Friedman, Senior Investment Strategist, BNP Paribas Investment Partners and Rena Walsh, Head of Money Markets, Fischer Francis Trees & Watts, reviewed the Fed’s tools for raising its policy ...
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Opportunities in light of potential interest rate movements from 2015-08-04T00:00
Ken O’Donnell, CFA, Head of Short Duration, FFTW and Emily Hylton, CFA, Head of Investment Specialists at FFTW, discuss opportunities in light of potential interest rate movements and portfolio con...
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FX impacts after Fed meetings from 2015-07-30T00:00
Adnan Akant, Head of Currency for FFTW and Momtchil Pojarliev, Senior Portfolio Manager for Currencies, discuss the currency impact after the Fed and whether it is too late to change to a hedged be...
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