

Talking Heads
BNP Paribas Asset Management
BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability.
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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.
Episodes
Mentioned books

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.
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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/
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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