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Investment Insights

BNP Paribas Asset Management

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Weekly
 
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://vi ...
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Captain Hawk Cannon

Xavier Morrow

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Monthly
 
Pending payments, rough relationships, awkward times at strange situations, creeps, geeks, body builders, alcohol, friends and enemies and predicaments. I talk about them all. I'll choose a situation, tell and small story and a solution in a comedic sence of course. Listen today! Support this podcast: https://podcasters.spotify.com/pod/show/xavier-morrow/support
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Struggle to Understand

Stephen Clouse

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Monthly
 
Driven by Aristotle's opening line of the Metaphysics, that all human beings desire to know, this podcast is aimed at helping us better understand a small piece of what it means to be human and the struggle we all have to understand.
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Queer Mercado

Queer Mercado

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Welcome to the Queer Mercado Podcast, where you will listen to LGBTQ + vendors, artists & creators, that make up the Queer Mercado Community. You will hear their stories, their motivations, and the many ways they contribute to their local communities…they are the magic of the Queer Mercado. My name is Gaudencio Márquez & I invite you to join me & listen to these inspiring stories about this beautifully magical community. This podcast has been made possible by the incredible leadership of our ...
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This podcast is designed to provide you with deep strategies into how to build and grow your business in Canada as well as expand into Global Markets. We explore product development, financing, marketing strategies, company culture, team building, productivity, branding, IP protection and much more. Consider me your business bestie for your side projects. Click subscribe to never miss an episode!
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This isn’t your average podcast—it’s a radical little book club for your ears. Each week on Assigned Reading, feminist business coach Becky Mollenkamp invites a brilliant guest to read and unpack a feminist essay. Together, they dive into the juicy, nuanced, sometimes uncomfortable questions these texts raise about power, identity, leadership, liberation, and more. If you’ve ever wanted to have big conversations about big ideas—but without having to get dressed, make small talk, or leave you ...
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show series
 
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets. Global bond markets are vast, composed of segments ranging from US mortgage-backed securities to emerging market debt, forgetting soverei…
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Overly pessimistic market sentiment towards US small-capitalisation stocks has reversed. Geoff Dailey, Head of US Equities, explains that small caps are benefiting from investor enthusiasm over legislation including investment incentives. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://on…
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Actively managed exchange-traded funds are a new generation of investment solutions. Charles Cresteil, Investment Specialist, talks to Daniel Morris, about the advantages of investing in active ETFs including ease of trading and appealing transparency. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint a…
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Companies across the food and agriculture value chain have been facing challenges ranging from changing eating habits as a result of weight loss drugs to tighter US rules on food additives. Daniel Morris, Chief Market Strategist, and Agne Rackauskaite, Portfolio Manager, discuss the implications of these developments and potential winners and loser…
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After a lean period in recent years, European small-cap stocks have entered positive territory. Damien Kohler, Head of European Small Caps, talks to Daniel Morris, Chief Market Strategist, about the attractions of small capitalisation companies and their place in portfolios of investors with an appetite for income. For more insights, visit Viewpoin…
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The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https…
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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 in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centre, that concerns remain over US Treasuries, arguing for an overweight …
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What does it really mean to dismantle systems of oppression? In this episode of Assigned Reading, Becky is joined by writer and publicist Cher to unpack Audre Lorde’s iconic 1979 speech “The Master’s Tools Will Never Dismantle the Master’s House.” They explore tokenism, parenting under patriarchy, the trap of girlboss feminism, and how discomfort i…
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Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support. 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 by Ausha. Se…
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Becky Mollenkamp and Sandhya Sudhakar dive into adrienne maree brown’s blog post "Relinquishing the Patriarchy." This rich, layered discussion covers gender roles, emotional labor, discomfort, and how patriarchy harms us all. From parenting to dating, personal identity to privilege, they explore how internalized systems shape us—and what it really …
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When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a wider field of opportunities. On our podcast, Stefan Brinaru, Head of Digital Assets, tells Chief Market Strategist Daniel Morris that the advantages of tokenisation include more transparency and faster settlement. For m…
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How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest trends including flows out of – and back into – US equities and the a…
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With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst sta…
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This week, Becky and Goddess Erica discuss Andrea Dworkin’s 1988 essay on pornography and power. They explore ethical porn, sex education reform, and the intersection of pleasure, patriarchy, and AI. A bold, vulnerable conversation about dismantling shame and building new systems for healing and desire. This week’s text: ✍️ “Pornography: Men Posses…
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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 podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and au…
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In this episode of Assigned Reading, Becky and Kim unpack Barbara Love’s essay on developing a liberatory consciousness. Using the framework of the “4 A’s”—Awareness, Analysis, Action, and Accountability—they reflect on the deeply personal work of moving from complicity to liberation. This episode explores queer identity, internalized oppression, w…
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Aging, feminism, and power collide in this juicy conversation. Becky and podcast producer Ana Xavier discuss Susan Sontag’s The Double Standard of Aging and how it still resonates decades later. From gray hair and menopause to child-free choices and decentering men, this feminist talk gets real about the aging double standard and what it means to o…
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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 Aggregate and SRI Fixed Income, tells Chief Market Strategist Daniel Morris that standards and standardisation have improved. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ D…
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Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global survey of decision makers. Discussing this year’s results with Chief Market Strategist Daniel Morris, Christopher Dunn, Head of Investment Management for Europe for Coalition Greenwich, notes the leadi…
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What happens when the law can't see you? This episode dives into Kimberle Crenshaw’s landmark 1989 essay on intersectionality, exploring how courts systematically erase Black women. Becky and Tori break down Crenshaw’s trapdoor metaphor, legal analysis, and the continuing relevance of intersectional feminism today. This week’s text ✍️ “Demarginaliz…
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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 sustainability-minded investors do to discourage companies from, for example, trading protected species or engaging in industrial fishing? For more insights, visit Viewpoint: https://viewpoint.bnpparibas-…
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In this episode, Becky Mollenkamp and Taina Brown dive deep into Sylvia Rivera’s 2001 speech, "Bitch on Wheels." They unpack Rivera’s righteous rage, explore the erasure of trans voices in LGBTQ history, and reflect on the importance of solidarity and intersectionality in the fight for liberation. This raw speech from a legendary activist is just a…
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In this powerful conversation, Becky Mollenkamp and Faith Clarke unpack Chimamanda Ngozi Adichie’s iconic essay *We Should All Be Feminists*. They explore how feminism intersects with race, colonization, shame, and identity. Faith shares deep insights from a Black Caribbean lens, and the two reflect on how culture is created—and can be disrupted. T…
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How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading? Jayesh Mistry, Absolute Return Portfolio Manager, makes the case for an absolute return approach, with flexibility to benefit from different sectors within global b…
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Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In this edition, Nadia Grant, Head of Global Equities, shares her views and investment ideas with Chief Market Strategist Daniel Morris. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/…
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✍️ This week’s essay: “Love as the Practice of Freedom” by bell hooks 🎙 This week’s guest: Heather Vickery is a coach, speaker, podcast host, and joy-bringer. Her work centers around intentional living, courageous leadership, and aligning action with values. Heather brings radical honesty and warmth to everything she does—even when it’s tough love.…
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This week’s text: ✍️ “What No One Else Will Tell You About Feminism” by Lindy West This week’s guest: Paige Worthy (she/her) is a writer, editor, and brand messaging strategist for progressive entrepreneurs. Known for her spicy takes, thoughtful wordcraft, and zero tolerance for misogynist bullshit, Paige shows up in business and life as a truth-te…
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Geopolitical pressures are forcing Europe to develop an autonomous defence capability. Listen to George Ferguson Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, and Andrew Craig, Co-head of the Investment Insight Centre talk about prospects for the European defence sector. For more insights, visit Viewpoint: https://vi…
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This week’s text: ✍️ “Speaking of Nature” by Robin Wall Kimmerer This week’s guest: Nancy Harris (she/her) is an executive coach, keynote speaker, and facilitator supporting leaders and organizations committed to equity, people-centered work, and transformational change. She’s the founder of Restart Consulting, host of The Intersection podcast, and…
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Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation. The asset class’s stable and predictable cashflows can also offer downside protection, she argues. For more insights…
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