Talking Heads

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.

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an usually lacklustre Chinese economy – traditionally an EM growth engine. The reality, however, is that Beijing’s efforts to re-engineer the economy have led to a situation where support for the economy appears centred more on tackling possible systemic issues than developing new growth engines.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the effect of higher interest rates. However, the full impact is likely to be felt in 2024. A slowdown could lead to a larger-than-expected deceleration in price pressures, potentially setting up the European Central Bank for rate cuts in the second half of 2024. Hosted by Ausha. See ausha.co/privacy-policy for more information.

The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with it the outlook for Japanese equities.  Listen to this Talking Heads podcast with Sean Park, Investment Specialist, and Junki Okamoto, Deputy Portfolio Manager. 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.

With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved.  Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, 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.