Talking Heads

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.

The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain pressures, and runaway inflation. After all this, fixed income investors might be forgiven for feeling particularly challenged about how to square the latest trends and translate them into asset allocation. Listen to this Talking Heads podcast about absolute return fixed income investing with Portfolio Manager Abhijit Korde and Daniel Morris, Chief Market Strategist. Abhijit discusses three scenarios for the US economy – a Goldilocks-like soft landing benefiting riskier investments such as corporate bonds; stickier-than expected inflation resulting in a rangebound selloff in risky assets; and a (low probability) recession favouring interest rate assets.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow 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.

The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following a loss of appeal amid years of ultra-low interest rates.Listen to this Talking Heads podcast with Sergey Pergamentsev, Head of Structured Management, as he discusses longer-term multi-asset investing with Daniel Morris, Chief Market Strategist.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.

We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation of sustainability across our organisation. In this podcast, Jane Ambachtsheer, Global Head of Sustainability, presents our Global Sustainablity Strategy 2023-2025. She discusses with Andrew Craig, Co-head of the Investment Insights Centre,  how recent developments in sustainability-related investing are reflected in the evolution of our strategy.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.

The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Daniel Morris in this Talking Heads podcast.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.

There is value left in eurozone investment-grade corporate bonds even after a solid 2023. Scope for looser monetary policy from the European Central Bank will likely be one of the key drivers, potentially paving the way to returns of 6-6.5% in 2024, argues Victoria Whitehead, Head of Investment-Grade Credit, on this Talking Heads podcast with Daniel Morris, Chief Market Strategist.Continued inflows reflecting a search for yield among investors aligned with the prospect of companies issuing fewer bonds due to fewer merger and acquisition deals bode well for the segment in 2024.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.

Amid growing hopes  that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than expected. John Bradley, Head of Foreign Exchange, and Daniel Morris, Chief Market Strategist, discuss the prospects for the main developed market currencies in this environment. On this Talking Heads podcast, John highlights the likelihood of the US dollar weakening, especially  against the Japanese yen, as markets anticipate changes in interest rate differentials. 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.

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief Market Strategist, discuss our 2024 Investment Outlook “Stepping into a new reality.”  The outlook covers the shift in the macroeconomic setting that investors can look forward to and what this means for asset allocation.   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.

As elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist.   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 can investors invest in listed equities benefiting from the transition to a more sustainable economy? On this Talking Heads podcast, Andy Craig, Co-head of the Investment Insight Centre, talks to Hubert Aarts, Deputy Chief Investment Officer for listed equities and Senior Portfolio Manager at Impax Asset Management, about the outlook and the opportunities in areas from renewable energy, environmentally friendly buildings and green transportation to sustainable housing and offices.    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.