Investment Insights – Details, episodes & analysis
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Apple Podcasts
🇫🇷 France - investing
10/06/2026#81🇫🇷 France - investing
07/06/2026#91🇫🇷 France - investing
02/06/2026#88🇫🇷 France - investing
03/04/2026#74🇫🇷 France - investing
02/04/2026#49🇫🇷 France - investing
25/03/2026#99🇫🇷 France - investing
11/02/2026#82🇫🇷 France - investing
02/01/2026#89🇫🇷 France - investing
05/10/2025#95🇫🇷 France - investing
18/09/2025#98
Spotify
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See all- https://bnpp.lk/am
733 shares
- https://viewpoint.bnpparibas-am.com/
724 shares
- https://onelink.to/tpxq34
723 shares
- http://ausha.co/privacy-policy
8 shares
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See allScore global : 54%
Publication history
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Talking Heads – Assessing turning points in the equity outlook
mercredi 16 octobre 2024 • Duration 10:20
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent developments in China when reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity update.
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 on Ausha. See ausha.co/privacy-policy for more information.
Talking Heads – Green and social bonds: a fully grown market
mardi 8 octobre 2024 • Duration 08:16
The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors, a broad range of maturities and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and social bonds.
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 on Ausha. See ausha.co/privacy-policy for more information.
Caution after the market sell-off
mercredi 7 août 2024 • Duration 08:41
Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market turmoil and what might come next. They start with the outlook for the US and whether there is justification for market concerns over an impending recession.
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 on Ausha. See ausha.co/privacy-policy for more information.
Talking heads – Flies in the ‘green’ ointment? Take a longer-term view
lundi 17 octobre 2022 • Duration 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.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Talking heads – Thematic investing: looking beyond the crises
lundi 10 octobre 2022 • Duration 12:21
Thematic investing, which centres on the long-term forces that shape consumer needs and industries, is a way for investors pivot away from traditional 60-40 portfolios to a broad and diversified set of opportunities that can create market-beating returns spanning several generations.
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Talking heads – As an alternative, consider a direct small lending portfolio
lundi 3 octobre 2022 • Duration 14:37
Investors shell-shocked by the fallout from high inflation, rising interest rates and slowing economies and looking to alternative markets for portfolio diversification and attractive returns might want to consider a relatively young and little known asset class: direct small lending.
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Talking heads – Slow-motion recession leaves equities exposed
lundi 26 septembre 2022 • Duration 12:27
While equity markets are feeling the pinch from rising real rates, earnings reports and guidance are yet to reflect the effects of the encroaching recession. This leaves markets vulnerable to a downside correction once the message sinks in.
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Talking Heads - Energy crisis response should include faster transition
mardi 20 septembre 2022 • Duration 19:10
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Talking Heads - Opportunity knocks for global loans
lundi 12 septembre 2022 • Duration 13:32
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Talking Heads - A grim macroeconomic outlook for Europe
jeudi 8 septembre 2022 • Duration 19:59
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