Talking Heads

US mortgage-backed securities (MBS) currently offer an attractive yield pick-up over US Treasuries and have even greater appeal over comparable bonds elsewhere, which in many cases bear negative interest rates. John Carey , Head of Structured Securities, talks to Chief Market Strategist Daniel Morris about these high quality fixed income instruments that can help to add yield to portfolios.  Get m...

China’s stocks appear to have left boom and bust behind. After outpacing major markets since a COVID-induced dip, Chinese equity markets are on a much better footing with the recent gains propelled by a confluence of factors. David Choa, Head of BNP Paribas Asset Management’s Greater China Equities team in Hong Kong, updates Chief Market Strategist Daniel Morris.  Get more here: https://investors-...

Some three weeks ahead of the US presidential election, it is time to assess the latest polls and the implications for economic policy and financial markets of a Trump or Biden win. US economist Mark Allan talks to Chief Market Strategist Daniel Morris about what investors can expect.  Get more here: https://investors-corner.bnpparibas-am.com/    Hosted on Ausha. See ausha.co/privacy-policy for mo...

The pandemic has caused a quantum leap in growth in areas such as cloud computing, artificial intelligence and automation. Yet this trend may well have much further to run. Guy Davies, CIO of Equities, talks to Chief Market Strategist Daniel Morris about the fundamental drivers in such disruptive technologies and about valuations which may look high, but could well be justified by current market c...

The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2,  encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist Mark Lewis discusses with senior investment strategist Daniel Morris the EU’s efforts to achieve net zero emissions by 2050, the implications for t...

Developing infrastructure assets, that is the physical structures and networks providing essential services, will be key in building the post-COVID-19 economy. Investment in infrastructure debt provides institutional investors with the potential for long-dated high-quality cash flows. These serve to match liabilities, provide a yield enhancement over other fixed income instruments and diversify a...

Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in this asset...

The COVID-19 pandemic has accelerated digitalisation trends in education, healthcare and commerce. However, many citizens are at risk of being left behind in the move to a digitalised society. Anu Rames, tech and healthcare analyst for our Sustainability Centre, talks to senior investment strategist Daniel Morris about how we can reduce the risk of digital inequality.   Get more here: https://inve...

Stimulus measures, a bounce for the economy and attractive valuations have converged to brighten the prospects for US small caps, says Pamela Woo, head of US equities. Get more here: https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

Fintech - smart phones, digital payments, e-commerce - is facilitating financial inclusion in emerging markets, boosting economies and local labour markets Get more: https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures to save jobs and industries. In doing so, they now appear to be the dominant force in fixed income markets, with significant implications for investors. Dominick DeAlto , chief investment officer of fixed income, talks to senior investment...

Demand for energy, food and water is set to grow significantly over the next 20 years as the global population grows. Meeting this demand while reducing carbon emissions and addressing environmental challenges creates an extraordinary investment opportunity. In this week’s podcast, Edward Lees, Co-head of the Environmental Strategies Group, talks to senior investment strategist Daniel Morris about...

Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. In this week’s podcast, David Bouchoucha, chief investment officer of private debt & real assets (PDRA), talks to Daniel Morris, senior investment strategist, about the attract...

Whatever-it-takes spending programmes by governments and central banks to prop up economies stricken by the COVID-19 pandemic have raised concerns that this wall of money will unleash inflation in the coming years. In this week’s podcast, Richard Barwell, head of macroeconomic research, discusses the prospects for inflation and the implications for investors with our senior investment strategist D...

In this week’s podcast, Vincent Nichols, investment specialist for global emerging market (EM) equities, discusses the case for EM equities with Daniel Morris, our senior market strategist. Get more: https://investors-corner.bnpparibas-am.com/ Hosted on Ausha. See ausha.co/privacy-policy for more information.

The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making the hunt for yield all the more acute for investors. In this podcast, senior investment strategist Daniel Morris and Koye Somefun, head of multi-asset & solutions in our Quant Research Group, discuss...

Our multi-factor equity strategy seeks to tilt portfolios towards value, quality, low volatility and momentum stocks. During the recent rally in developed equity markets, exposures to these factors did not perform as might have been expected. In this week’s podcast, Grégory Taieb, quantitative investment specialist, and Laurent Lagarde, head of quantitative equity portfolio management, talk to Dan...

The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, Pamela Woo, head of US Equities and manager of the Consumer Innovators strategy, talks to Daniel Morris, senior market strategist, about the impact of the pandemic on consumer trends and themes.   Get more: ht...

In this week’s podcast, Daniel Morris, senior market strategist, discusses with Julien Halfon, Head of Pension and Corporate Solutions, the role risk overlays can  play in equity portfolios and the benefits they can provide.  Get more: https://investors-corner.bnpparibas-am.com/   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out...

Lockdowns have fastforwarded the digital transformation of our economies. Senior investment strategist Daniel Morris and Pam Hegarty, portfolio manager and senior equity analyst for US equities, discuss the opportunities. Get more: https://investors-corner.bnpparibas-am.com/   Hosted on Ausha. See ausha.co/privacy-policy for more information.

After the recent strong rally in developed equity markets, senior investment strategist Daniel Morris and Guy Davies, chief investment officer active equity strategies, discuss the outlook and where we see opportunities.  Get more: https://investors-corner.bnpparibas-am.com/   Hosted on Ausha. See ausha.co/privacy-policy for more information.

After a rollercoaster ride in April, senior investment strategist Daniel Morris and Dominick DeAlto, chief investment officer fixed income, discuss what will matter next for developed bond markets.   Get more: https://investors-corner.bnpparibas-am.com/   Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Year to date, the Chinese market is one of the best performing equity markets globally. Can such performance be sustained for the rest of 2020 and beyond? Senior investment strategist Daniel Morris discusses the outlook with Caroline Yu Maurer, Head of Greater China Equities and Chi Lo, Senior Economist for Greater China, both from our Hong Kong office.   Get more: https://investors-corner.bnppar...

Senior investment strategist Daniel Morris and Denis Panel, Chief Investment Officer of the Multi-Asset and quantitative solutions team (MAQS), discuss the challenges to asset allocation in this volatile and uncertain market environment.   Get more :   https://investors-corner.bnpparibas-am.com/   Hosted on Ausha. See ausha.co/privacy-policy for more information.