Talking Heads

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Is US environmental investing over? Not so fast

mardi 26 novembre 2024 • Durée 10:04

The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created.

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Unpicking the results of the US election

mercredi 20 novembre 2024 • Durée 07:28

What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers of the US Congress? Listen to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/

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Our 2024 Thematics Barometer

vendredi 20 septembre 2024 • Durée 10:34

How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Management with Coalition Greenwich, and Andrew Craig, Co-Head of the Investment Insights Centre.

To read the full report, visit our 2024 Thematics Barometer page.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
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Talking heads – Bonds are back! Investment-grade credit offers yield

lundi 28 novembre 2022 • Durée 06:13

The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior portfolio manager for European investment-grade (IG) credit. Victoria sees eurozone IG credit as attractive on the basis that risk premia are commensurate with much higher default rates than she thinks will actually materialise.

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Talking heads – Asset allocation and the outlook for 2023

mardi 22 novembre 2022 • Durée 06:49

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world?

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Talking heads – Be wary of wilting growth and mindful of green shoots

lundi 21 novembre 2022 • Durée 11:16

Thematic environmental strategies face countervailing forces in the near term. Support may come from the ‘green shoots’ of the recent growth stock recovery, offset by the downdraft of recessionary risk. Investors with a longer-term view should stay focused on the tailwinds and enduring drivers of demand including regulatory and legislative support.

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Talking heads – Carry is king after ‘annus horribilis’ in fixed income

lundi 14 novembre 2022 • Durée 15:25

While many bond investors have felt the earth move under the feet this year as the asset class experienced the finale of a 50-year bull market, the denouement has not stripped them of opportunities, Arnaud-Guilhem Lamy, head of euro aggregate bond management strategies, tells chief market strategist Daniel Morris.

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Talking heads – Committing to net zero as an asset manager

mardi 8 novembre 2022 • Durée 09:35

As part of its contribution to the low carbon energy transition, BNP Paribas Asset Management is taking action and implementing best practice, including in its investment strategies. This includes working with clients on decarbonisation and setting internal targets to progressively increase the share of assets under management aligned with net zero greenhouse gas emissions.

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Talking heads – Water investing can withstand an economic storm

lundi 31 octobre 2022 • Durée 12:17

The tide is rising for water as an investment theme as it benefits from a growing awareness of both climate change and years of underinvestment, particularly in water infrastructure. This focus should have a direct positive impact on companies providing water solutions, Justin Winter, water strategy co-manager, tells Andrew Craig, co-head of the investment insights centre.

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Talking heads – Flies in the ‘green’ ointment? Take a longer-term view

lundi 17 octobre 2022 • Durée 12:38

Tumultuous geopolitical and economic times may be clouding the prospects for the high-growth renewables sector now, but investors should not lose sight of the longer-term potential of areas such as solar and green hydrogen, Edward Lees, co-head of the Environmental Strategies Group, tells chief market strategist Daniel Morris on our weekly Talking heads podcast.

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