Daniel Morris

Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, discusses the resilience of the U.S. economy despite looming negative shocks. Jim Caron, Co-CIO at Morgan Stanley, shares insights on the challenges of controlling inflation, regardless of election outcomes. Meanwhile, Aditya Bhave, Senior U.S. Economist at BofA Global Research, remains skeptical about economic reacceleration. Together, they analyze market dynamics, geopolitical pressures, and investment strategies, underscoring the complexity of today's economic landscape.

In this episode, Martina Jung and Daniel Morris discuss climate-focused equity investing and the importance of finding strategies that provide good returns while having a positive impact on the environment. They explore BNP Paribas' approach to integrating the fight against global warming into their investment process and highlight key developments since the Paris Agreement, including the EU's commitment to carbon neutrality and the opportunities it brings for investors.

Chief Market Strategist, Investment Director for Infrastructure Debt, and ESG Specialist discuss sustainable investing in infrastructure debt, emphasizing challenges in aligning sustainability objectives with risk returns, navigating regulatory changes, and exploring innovations in ESG integration for infrastructure investments. They highlight the advantages of infrastructure debt as an asset class and recommend engaging with BNP Parivah Asset Management for investment perspectives.