Talking Heads

Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies progressing towards net zero emissions from their business. An active, diversification-minded approach to evaluating a company's efforts takes into account factors including actual or likely alignment with a future low-carbon economy as well as social risk and inequality.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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. As Thibault explains to Chief Market Strategist Daniel Morris, apart from some seasonal redemptions, he does not expect any significant switching out of money market funds into other assets. 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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US Equities in our Boston office, tells Andrew Craig, Co-head of the Investment Insight Centre, on this Talking Heads podcast. He notes small caps are attractively valued relative to large caps which have been experiencing several months of solid gains, led by a number of US tech giants.  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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by innovation and a steady performance.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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of Portfolio Design on the Solutions team, set out their stall for 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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our Environmental Strategy Group.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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, discusses Turkey’s prospects with Huseyin Akar at TEB Asset Management, a BNP Paribas Asset Management subsidiary.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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit from a healthy economic backdrop, lower interest rates, and robust demand. Yrieix de James, US Investment Grade Portfolio Manager, tells Chief Market Strategist Daniel Morris on this week’s Talking Heads podcast why this is the case.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to be; selected areas are still offering attractive opportunities. So David Choa, Head of Greater China Equities, tells Daniel Morris, Chief Market Strategist, on our weekly 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/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and technical factors such as falling market interest rates and an excess of investor demand amid relatively limited supply, argues Olivier Monnoyeur, Global Head of High Yield, on 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/amPlease note that podcasts from BNP Paribas Asset Management may contain technical language. For this reason, they may not be suitable for listeners without professional investment experience. Any views expressed here are those of the speakers as of the date of publication, are based on available information, and are subject to change without notice. This podcast does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.Hosted by Ausha. See ausha.co/privacy-policy for more information.