Talking Heads

For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an attractive source of stable yields.  Listen to our podcast with Otto Reventlow, CEO, and Asger Strange Olesen, Director ESG Climate and Biodiversity, at BNPP AM majority-owned International Woodland Company.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

Two factors are driving growing interest in fixed income exchange-traded funds. First, bonds are back with yields at attractive levels relative to the era of low interest rates. Investors can lock in higher yields using a low-cost instrument such as an ETF, as Lorraine Sereyjol-Garros, Head of ETF Sales, explains to Chief Market Strategist Daniel Morris.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

Money market funds have been in favour as central banks tightened monetary policy. Investment Specialist Thibault Malin talks to Daniel Morris, Chief Market Strategist, about the bright outlook for money markets in this Talking Heads podcast.     For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

Investors can help to speed climate mitigation and adaptation measures by allocating more and more actively to the protection of ecosystems and natural carbon sinks as well as other pro-climate fields, Thibaud Clisson, Climate Change Lead, tells Chief Market Strategist Daniel Morris in the wake of the latest Climate Week NYC and ahead of December’s UN COP28 meeting.    For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

What is the best way to actively manage an allocation to large-cap European equities?  Listen to this Talking Heads podcast as Valerie Charriere details a broad-ranging assessment of the fundamentals that matter to her team, such as the structure of the industry a company operates in and competitive advantages in terms of, for example, scale or technology.    For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

At around 15%, financial stocks account for a significant part of European equity indices. What is the outlook for the sector now that interest rates have normalised? Jeroen Knol, portfolio manager for European Equities and a European Financials specialist, discusses perspectives with Chief Market Strategist Daniel Morris in this Talking Heads podcast.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.

The outlook for emerging markets is brighter than it is for developed markets when it comes to growth, inflation and public debt, Jean-Charles Sambor, Head of Emerging Market Debt, tells Daniel Morris, Chief Market Strategist, on our latest Talking Heads podcast. While China may look like the exception now, increasingly firm support from Beijing should trigger a rebound in the next few quarters from the problems of deflation and property market weakness plaguing the economy today. Compared to China, India is likely to see much stronger growth and contained inflation, while improved policies should allow Turkey to do better than it did last year.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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.

Confira esta conversa sobre perspectivas de cenário macro entre Daniel Morris, Estrategista Chefe da BNP Paribas Asset Management e Aquiles Mosca, Head Comercial e Marketing da BNP Paribas Asset Management Brasil.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for the time when inflation-busting policy tightening ends and slowing growth and an uptick in unemployment spur the Fed into taking rates back down to a less restrictive level.   Listen to this Talking Heads podcast with Ken O’Donnell, Head of Short Duration, as he sets out the outlook for the US economy and the path of interest rates for Daniel Morris, Chief Market Strategist.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   Hosted by Ausha. See ausha.co/privacy-policy for more information.