Talking Heads

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this edition of Talking Heads. Topics include the turmoil in the US banking sector and the latest earnings reports.   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.

How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out for European companies? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Steve Sherman, Senior Portfolio Manager, European Equities. 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.

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years. 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.

Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.  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.

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.

In times of heightened market volatility and rising policy rates, money market funds offer  investors a haven, where they can park their cash safely in strategies offering liquidity and capital preservation, explains Marc Fleury, Head of Liquidity Solutions. On this Talking Heads podcast, Marc tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency. 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.

Over the last month, the banking sector has seen a spate of turmoil triggered by concerns over the possible effects of the steep rise in interest rates. In this special edition of our Talking heads podcast, chief market strategist Daniel Morris asks Séverine Piquet, head of credit research, for her assessment of the developments in the financial sector. She points to the kneejerk anxiety in markets and underlines the importance of the ‘measured backstop’ provided by the authorities. 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.

Bank sector turmoil will likely lead to a reduction in credit in the US, particularly important for start-ups and venture capital investments. Listen to this Talking heads podcast with Edward Lees, Environmental Strategies Group co-head, as he shares some of the opportunities he sees in environmentally focused stocks with 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.

Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. Listen to this Talking heads podcast with portfolio manager absolute return Cedric Bernard-Villeneuve and chief market strategist Daniel Morris. They discuss the sensibility of smaller central bank rate rises and the wide opportunity set in the fixed income asset class. Cedric highlights the potential presented by short duration trades and by positioning for steeper bond yield curves. 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 combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies might want to look for a harbour in real estate debt. Listen to this Talking heads podcast with Christophe Montcerisier, head of real estate debt, and chief market strategist Daniel Morris. Their topics include fundamental characteristics of real estate debt such as its role as an inflation hedge – through the floating rate coupons on the debt – and the predictability of cash flows resulting from the structure of leases. 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.