Investment Insights

Talking Heads - Inflation-linked bonds can navigate the shocks

07 May 2026

Contributed by Lukas

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Po...

Talking Heads - US small caps – Reasons to be cheerful

30 Apr 2026

Contributed by Lukas

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head o...

Talking Heads - Licence to roam empowers absolute return bond approach

22 Apr 2026

Contributed by Lukas

With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond...

Talking Heads - Flows into core equity ETFs hold up amid Middle East conflict

16 Apr 2026

Contributed by Lukas

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak o...

Talking Heads - Healthcare equities: Healthier prospects in 2026

10 Apr 2026

Contributed by Lukas

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio ...

Talking Heads - The grass has become greener for green bonds

08 Apr 2026

Contributed by Lukas

While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded ...

Talking Heads - Decarbonisation and climate solutions providers to gain new prominence

02 Apr 2026

Contributed by Lukas

“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’...

Talking Heads - Managing multi-asset portfolios amid the volatility

26 Mar 2026

Contributed by Lukas

The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global ...

Talking Heads - Renewable energy in focus amid the energy shock

19 Mar 2026

Contributed by Lukas

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fugmann, Env...

Talking Heads - High-yield credit – A source of diversification and returns

12 Mar 2026

Contributed by Lukas

Portfolio Manager Stef Abelli of the Euro high-yield credit team and Chris Iggo, Chief Investment Officer, AXA IM Core, discuss the outlook for high-y...

Talking Heads - Tackling volatility with public debt money market funds

05 Mar 2026

Contributed by Lukas

Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no e...

Talking Heads - What’s the outlook for yields and demand in euro credit?

26 Feb 2026

Contributed by Lukas

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive?...

Talking Heads - Sustainability agenda – Capital and solutions for real-world issues

19 Feb 2026

Contributed by Lukas

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Inve...

Talking Heads - Incorporating inclusive growth as a stock selection factor

12 Feb 2026

Contributed by Lukas

Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequa...

Talking Heads - How do synthetic money market ETFs work?

06 Feb 2026

Contributed by Lukas

The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head ...

Talking Heads - Electrification and AI turbocharge the clean energy outlook

30 Jan 2026

Contributed by Lukas

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-ou...

Talking Heads - The AI angle to Indian equities

23 Jan 2026

Contributed by Lukas

There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor...

Talking Heads - Active and ESG ETFs in focus

16 Jan 2026

Contributed by Lukas

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETF...

Talking Heads - Rotating drivers of growth

08 Jan 2026

Contributed by Lukas

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in...

Talking Heads - US high-yield bonds benefit from improved quality and demand

16 Dec 2025

Contributed by Lukas

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow f...

Talking Heads - Sustainability now the core driver of GDP growth in Asia

11 Dec 2025

Contributed by Lukas

Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to...

Talkign Heads - Emerging market debt likely to keep basking in the sun

05 Dec 2025

Contributed by Lukas

Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week’s ...

Talking Heads - Getting China back on the path to sustainable growth

25 Nov 2025

Contributed by Lukas

Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage ...

Talking Heads - Highlighting the role of natural capital in portfolios

21 Nov 2025

Contributed by Lukas

What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celi...

Talking Heads - Getting the best out of the quality factor in European equities

12 Nov 2025

Contributed by Lukas

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative E...

Talking Heads - Tailwinds for emerging markets include the weak dollar and AI spending

05 Nov 2025

Contributed by Lukas

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a wea...

In Conversation – What to expect at the COP30 climate summit?

31 Oct 2025

Contributed by Lukas

Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warmin...

Talking Heads – What are the megatrends in global equities?

29 Oct 2025

Contributed by Lukas

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going t...

In Conversation – Bringing together sustainability-minded stakeholders

23 Oct 2025

Contributed by Lukas

Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving...

Talking Heads - A remarkable quarter for exchange-traded funds

15 Oct 2025

Contributed by Lukas

Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-...

Talking Heads – Flexibility in global bonds with absolute return

09 Oct 2025

Contributed by Lukas

James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate ...

Talking Heads – Full steam ahead for US small caps

02 Oct 2025

Contributed by Lukas

Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps a...

Talking Heads - Offering the best of active and passive investing in ETFs

25 Sep 2025

Contributed by Lukas

Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, ...

Talking Heads – What has been happening in the food and agriculture sector?

18 Sep 2025

Contributed by Lukas

Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs...

Talking Heads – European small-cap stocks have the wind in their sails

12 Sep 2025

Contributed by Lukas

After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to D...

Talking Heads – Sustainability, bending, but not breaking

02 Sep 2025

Contributed by Lukas

The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent ...

Talking Heads – Setting a course for investing in the rest of 2025

06 Aug 2025

Contributed by Lukas

With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much i...

Talking Heads – Combining asset ownership and stewardship

29 Jul 2025

Contributed by Lukas

Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespre...

Talking Heads – What next with digital assets such as tokenised securities?

22 Jul 2025

Contributed by Lukas

When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of oppor...

Talking Heads – A look at the latest ETF flows

18 Jul 2025

Contributed by Lukas

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent fl...

Talking Heads – Any viable alternatives to a US dollar in the doldrums?

16 Jul 2025

Contributed by Lukas

With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should i...

Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once

08 Jul 2025

Contributed by Lukas

This year’s disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our...

Talking Heads – Have green bonds emerged from their niche?

01 Jul 2025

Contributed by Lukas

Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. On our podcast, Arnaud-Guilhem Lamy, Head of Euro ...

Talking Heads – What’s new in thematic investing? Check out our Barometer

25 Jun 2025

Contributed by Lukas

Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global s...

Talking Heads - What’s new on ocean protection and preservation?

19 Jun 2025

Contributed by Lukas

What are the five human activities threatening the ocean’s health and its ability to support jobs and business and act as a carbon sink? What can su...

Talking Heads – Making the case for absolute return bonds

10 Jun 2025

Contributed by Lukas

How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ...

Talking Heads – Which long-term themes are set to drive global equity markets?

05 Jun 2025

Contributed by Lukas

Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In ...

Talking Heads – Investing via an ETF in the European defence sector

26 May 2025

Contributed by Lukas

Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson  Senior Analyst for Aerospace, Defen...

Talking heads - It’s a match: infrastructure investing and Europe’s new focus

20 May 2025

Contributed by Lukas

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the e...

Talking Heads - Investing in the resilience of environmental trends

15 May 2025

Contributed by Lukas

Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversifi...

Talking Heads – Maintaining discipline when equities scatter

07 May 2025

Contributed by Lukas

Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity ...

Talking Heads – Curious about private equity?

30 Apr 2025

Contributed by Lukas

Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capit...

Talking Heads – Generating income, protecting capital in bonds

24 Apr 2025

Contributed by Lukas

Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the recent moves in global bond ...

Talking Heads – ETF flows and trends in a world in flux

22 Apr 2025

Contributed by Lukas

Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. ...

Talking Heads – Making a difference with impact investing

16 Apr 2025

Contributed by Lukas

Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing ...

Talking Heads – Tariff turmoil clouds Europe’s economic outlook

11 Apr 2025

Contributed by Lukas

A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans to re-engineer global trade...

Talking Heads – The case for long-short convertibles in volatile times

08 Apr 2025

Contributed by Lukas

A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweigh...

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?

04 Apr 2025

Contributed by Lukas

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a ...

Talking Heads – Thinking about diversification? Try asset-backed securities

03 Apr 2025

Contributed by Lukas

European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversifi...

Talking Heads – A new focus on investing in water

26 Mar 2025

Contributed by Lukas

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strate...

Talking Heads – Long-term trends underpin European private equity infrastructure

20 Mar 2025

Contributed by Lukas

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of th...

Talking Heads – Time to unearth value stocks and diversify

11 Mar 2025

Contributed by Lukas

Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a r...

Talking Heads - US small caps: looking beyond the near-term uncertainties

06 Mar 2025

Contributed by Lukas

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Mar...

Talking Heads – Navigating ESG investing with ETFs

28 Feb 2025

Contributed by Lukas

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very ...

Talking Heads – Absolute return fixed income in an uncertain world

21 Feb 2025

Contributed by Lukas

There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggrega...

Talking Heads – Broadening perspectives on the outlook for sustainability

13 Feb 2025

Contributed by Lukas

The top-down view in the US on the need for a sustainable approach to business and government has shifted, but there are still signs that initiatives ...

Talking Heads – Watch out, concentration risk ahead

05 Feb 2025

Contributed by Lukas

Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small group of companies in the sa...

Talking Heads – Asia electrifies!

30 Jan 2025

Contributed by Lukas

Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements...

Talking Heads – Where to invest given all the unknowns

22 Jan 2025

Contributed by Lukas

This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructe...

Talking Heads – Introducing private credit to a wider audience

14 Jan 2025

Contributed by Lukas

Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. List...

Talking Heads – Where might markets go?’

08 Jan 2025

Contributed by Lukas

Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcas...

Talking Heads – Understanding Active ETFs

17 Dec 2024

Contributed by Lukas

What are exchange-traded funds (ETFs)? How do they work and what are advantages do they offer? What's behind the new trend in Active ETFs?  Why are t...

Talking Heads – Discussing biodiversity loss, COP16, and our updated roadmap

09 Dec 2024

Contributed by Lukas

Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including ta...

Talking Heads – What are the takeaways from the COP29 climate talks?

05 Dec 2024

Contributed by Lukas

Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Cent...

Talking Heads – Is US environmental investing over? Not so fast

26 Nov 2024

Contributed by Lukas

The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and clima...

Talking Heads – Unpicking the results of the US election

20 Nov 2024

Contributed by Lukas

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...

Talking Heads – Will US equities run much further, pause or stumble?

13 Nov 2024

Contributed by Lukas

With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key int...

Talking Heads – What are the implications of climate change for investors?

06 Nov 2024

Contributed by Lukas

While debate may rage over the feasibility of the Paris Agreement goals on containing climate change, it is clear to many investors that economies are...

Talking Heads – What's in the mix for yields of US Treasuries?

30 Oct 2024

Contributed by Lukas

Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to ...

Talking Heads – Systematic investing - Bigger, stronger, faster

22 Oct 2024

Contributed by Lukas

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground...

Talking Heads – Assessing turning points in the equity outlook

16 Oct 2024

Contributed by Lukas

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 revi...

Talking Heads – Green and social bonds: a fully grown market

08 Oct 2024

Contributed by Lukas

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 ...

Talking Heads – European small caps to outdo large caps

03 Oct 2024

Contributed by Lukas

Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Mana...

Talking Heads - Opportunities in US healthcare stocks

26 Sep 2024

Contributed by Lukas

Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategi...

Talking Heads - Our 2024 Thematics Barometer

20 Sep 2024

Contributed by Lukas

How and why are investors using thematic investment strategies? Listen to this Talking Heads podcast with Mark Buckley, Global Head of Investment Mana...

Talking Heads - Stewardship - Making our ESG policies actionable

18 Sep 2024

Contributed by Lukas

Stewardship is the direct engagement between us, BNP Paribas Asset Management, as investors and the companies we invest in. Listen to this Talking Hea...

Talking Heads - Emerging market debt: Further to go after a strong run

10 Sep 2024

Contributed by Lukas

Emerging market debt has had a strong run since the start of 2024 with positive performance across the universe of sovereign issuers. Listen to this T...

Talking Heads – Inequality: why does it matter for investors?

04 Sep 2024

Contributed by Lukas

Inequality may not be an obvious factor when assessing the prospects of a company. Yet, it is financially material, impacting productivity and well-be...

Talking Heads – How to lock attractive interest rates for fixed periods

27 Aug 2024

Contributed by Lukas

In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interes...

Talking Heads – How to have an impact with investments

19 Aug 2024

Contributed by Lukas

In this episode, Chief Market Strategist Daniel Morris and Sustainability Integration Lead Berenice Lasfargues discuss the concept and practice of imp...

Caution after the market sell-off

07 Aug 2024

Contributed by Lukas

Mark Richards, Head of Flexible and Absolute Return in our multi-asset team, and Daniel Morris, Chief Market Strategist, discuss the recent market tur...

Talking Heads – AI investment: the mega-caps ‘arms race’ is on

31 Jul 2024

Contributed by Lukas

On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete for a slice of...

Talking Heads – Catch the gripping coupons of leveraged loans

24 Jul 2024

Contributed by Lukas

How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time t...

Talking Heads – Progressing portfolios to net zero

16 Jul 2024

Contributed by Lukas

How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving or improvin...

Talking Heads – Will election results upend climate policies?

09 Jul 2024

Contributed by Lukas

With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering...

Talking Heads – Natural capital: the multiple merits of managed sustainable forestry

02 Jul 2024

Contributed by Lukas

In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads pod...

Talking Heads – The case for sovereign debt in multi-asset portfolios – and for gold

25 Jun 2024

Contributed by Lukas

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mar...

Talking Heads – Taking an active look at trends in ETFs

18 Jun 2024

Contributed by Lukas

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the su...

Talking Heads – Short maturity European high-yield bonds: a promising blend

11 Jun 2024

Contributed by Lukas

With official interest rates in the eurozone having begun their descent and the economy bottoming out,  selected segments of the high-yield bond mark...

Talking Heads – Springtime for the eurozone economy

04 Jun 2024

Contributed by Lukas

As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Sen...