Talking Heads

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 anticipation of the introduction of green hydrogen, while the cost of offshore wind could jump as competition heats up. Chief sustainability strategist Mark Lewis explains. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Markets in private debt and real assets offer investors potential for meaningfully positive returns with diversification. David Bouchoucha, head of private debt and real assets, discusses the opportunities of this alternative investment segment. He underscores how important sustainability is in constructing a resilient portfolio. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 decades to come. Edward Lees, co-portfolio manager in our environmental strategies investment group, explains.Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 push for higher interest rates anytime soon. Senior US economist Mark Allan explains. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 related to the pandemic. Overall, this constellation makes for a stock pickers’ market, argues Guy Davies, CIO of Equities.  Get more on: https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.

  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 appreciation of quality water and improved food and health standards grows – not least in the wake of the COVID crisis – so should our endorsement of the breadth of investment opportunities the sector offers. Portfolio manager Justin Winter at Impax Asset Management explains.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 attractive yield. Olivier De Larouziere, global head of multi-strategy group – fixed income, talks to chief market strategist Daniel Morris about the opportunities in the asset class.  Get more on: https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 reasons behind the underperformance with Daniel Morris, chief market strategist. The conversation focuses on the findings of a new research paper by the quantitative research group. This paper, entitled “Equity Factor Investing: Historical Perspective of Recent Performance” provides an extensive analysis of why we think the outlook for multi-factor investing is positive.    Get more on: https://investors-corner.bnpparibas-am.com/  Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 economic problems laid bare by the pandemic? Daniel Morris, chief market strategist, discusses BNP Paribas Asset Management’s investment outlook for 2021.      Get more on: https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.

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 rise of Chinese fixed income in our weekly podcast.   Get more on: https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.