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Investment Insights

by BNP Paribas Asset Management

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Latest episodes

Talking Heads - European strategic autonomy: a €1.8 trillion investment opportunity

October 22, 2026 · 8 min

Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and industry. As Lazare…
Talking Heads - ETF inflows hit record highs as investors embrace global equities and active strategies

October 15, 2026 · 9 min

European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350 billion. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist…
Talking Heads - Inflation-linked bonds: protection in a more volatile inflation world

October 8, 2026 · 11 min

Geopolitics, energy security, changing supply chains, fiscal policy, climate investment and increased infrastructure and AI spending could all contribute to a structurally more volatile inflation environment. Andy Craig, Co-head of the…
Talking Heads - Europe’s path to strategic autonomy opens new opportunities for bond investors

September 30, 2026 · 9 min

Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape. Chris Iggo, CIO of…
Talking Heads - Is the market underestimating China’s AI potential?

September 24, 2026 · 11 min

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of Talking Heads, Daniel Morris, Chief Market Strategist, and David Choa, Head of…

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Talking Heads - Investing in environmental solutions: Navigating a new era of resource scarcity

September 17, 2026 · 11 min

The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset…
Talking Heads - A new paradigm for Emerging Market equities?

September 10, 2026 · 9 min

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at…
Talking Heads - Euro short-duration bonds: Potential for stability and steady income

September 3, 2026 · 9 min

Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. Boutaina Deixonne…
Talking Heads - Nordic high-yield bonds can offer diversification, lower duration and limited volatility

August 27, 2026 · 12 min

The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out…
Talking Heads - Sustainable farming can offer portfolio diversification and inflation protection

August 20, 2026 · 9 min

The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist, tells Daniel Morris, Chief Market Strategist, that farmland investing can offer strong…
Talking Heads - The impact of AI on the media and advertising industries

July 30, 2026 · 14 min

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse, Senior Lecturer for…
Talking Heads - Global equities: Earnings expectations remain strong

July 23, 2026 · 11 min

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly…

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About the show

Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. 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.