Talking Heads

BNP Paribas Asset Management
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May 11, 2020 • 15min

Market weekly – Seize the opportunities with active equity strategies

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 where we see opportunities.  Get more: https://investors-corner.bnpparibas-am.com/  Hosted by Ausha. See ausha.co/privacy-policy for more information.
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May 4, 2020 • 18min

Market weekly – Fixed income – deflation, not inflation, is the main risk now

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.   Get more: https://investors-corner.bnpparibas-am.com/  Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Apr 27, 2020 • 15min

Market weekly – Chinese equities – ahead of the curve

 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 and beyond? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.   Get more: https://investors-corner.bnpparibas-am.com/  Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Apr 20, 2020 • 12min

Market weekly – Time to add risk in multi-asset portfolios?

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 volatile and uncertain market environment.   Get more :  https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Apr 14, 2020 • 14min

Market weekly - Quality will withstand volatile equity markets

Senior investment strategist Daniel Morris and Guy Davies, Chief Investment Officer active equity strategies, discuss the outlook for equity markets.   Get more : https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Apr 6, 2020 • 17min

Market weekly - Sustainability and resilience in volatile markets

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 financial markets and why we do not think this is the time to sell risky assets. Mark also considers the benefits of sustainable investing in the current environment and how the crisis could advance sustainability’s place on the policy agenda.   Get more : https://investors-corner.bnpparibas-am.com/Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Mar 30, 2020 • 16min

Market weekly - Some calm after the storm

 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 officer fixed income, discuss the potential opportunities and risks ahead for investors.  Get more on our blog:  https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Mar 23, 2020 • 12min

Market weekly - This policy response can turn the tide

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 quantitative solutions (MAQS), discuss the state of markets at the opening in Europe on Monday 23 March 2020. Get more on our blog :  https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Mar 16, 2020 • 14min

Market weekly – Quality is now key

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 positioning portfolios.  Get more on our blog :  https://investors-corner.bnpparibas-am.com/ Hosted by Ausha. See ausha.co/privacy-policy for more information.

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