Daniel Morris

Confira esta conversa sobre perspectivas de cenário macro entre Daniel Morris, Estrategista Chefe da BNP Paribas Asset Management e Aquiles Mosca, Head Comercial e Marketing da BNP Paribas Asset Management Brasil.  

Confira esta conversa sobre perspectivas de cenário macro entre Daniel Morris, Estrategista Chefe da BNP Paribas Asset Management e Aquiles Mosca, Head Comercial e Marketing da BNP Paribas Asset Management Brasil.

Podcast com Aquiles Mosca e Daniel Morris sobre perspectivas macroeconômicas

While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for the time when inflation-busting policy tightening ends and slowing growth and an uptick in unemployment spur the Fed into taking rates back down to a less restrictive level.   Listen to this Talking Heads podcast with Ken O’Donnell, Head of Short Duration, as he sets out the outlook for the US economy and the path of interest rates for Daniel Morris, Chief Market Strategist.    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   

While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for the time when inflation-busting policy tightening ends and slowing growth and an uptick in unemployment spur the Fed into taking rates back down to a less restrictive level.   Listen to this Talking Heads podcast with Ken O’Donnell, Head of Short Duration, as he sets out the outlook for the US economy and the path of interest rates for Daniel Morris, Chief Market Strategist.   For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Peak rates or not, consider jumping the gun

Sustainability is front and centre in all aspects for our activity as an asset manager. Listen to this Talking Heads podcast with Jane Ambachtsheer, Global Head of Sustainability, and Andy Craig, Co-head of the Investment Insights Centre, as they discuss our annual Sustainability Report - Towards a sustainable transition.     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   

Sustainability is front and centre in all aspects for our activity as an asset manager. Listen to this Talking Heads podcast with <a href="https://viewpoint.bnpparibas-am.com/authors/?authinfo=5445" rel="nofollow" target="_blank">Jane Ambachtsheer</a>, Global Head of Sustainability, and Andy Craig, Co-head of the Investment Insights Centre, as they discuss our annual <a href="https://docfinder.bnpparibas-am.com/api/files/20B0B5A3-B05F-4CD1-B7E5-2F2536D52581" rel="nofollow" target="_blank">Sustainability Report - Towards a sustainable transition</a>.    For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Where do we stand on sustainability?

Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the third of this series we discuss the green hydrogen economy, its  future applications and the wide-ranging potential of hydrogen with Andy Marsh, President and CEO of Plug Power, a global end-to-end green hydrogen provider. Is there more to the clean hydrogen ecosystem than mere hype? He thinks so, but don’t take our word for it.   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   

Our Environmental Strategies Group talk to businesses that, regardless of their size, are making a big impact. In the third of this series we discuss the green hydrogen economy, its  future applications and the wide-ranging potential of hydrogen with Andy Marsh, President and CEO of Plug Power, a global end-to-end green hydrogen provider. Is there more to the clean hydrogen ecosystem than mere hype? He thinks so, but don’t take our word for it.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Uncapped impact: Plug Power and the hydrogen economy

What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for economic growth as central banks tighten monetary policy? Is recession inevitable? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Andrew Craig, Co-head of the Investment Insights Centre.    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   

What is the outlook for equities and bonds for the second half of 2023 after six months of worry about prospects for economic growth as central banks tighten monetary policy? Is recession inevitable? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Andrew Craig, Co-head of the Investment Insights Centre.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Mid-year outlook: “Is it different this time?”

Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change.  Listen to this Talking Heads podcast with Justin who gives Andrew Craig, Co-head of the Investment Insights Centre, examples of climate-related water scarcity and abundance issues.    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  

Investing in solutions for water-related issues means investing in dealing with long-running phenomena such as climate change.  Listen to this Talking Heads podcast with Justin who gives Andrew Craig, Co-head of the Investment Insights Centre, examples of climate-related water scarcity and abundance issues.   For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Water, water, solutions needed everywhere

The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of phenomena in shaping market events. Listen to this Talking Heads podcast with Aquiles Mosca, Head of Sales, Marketing &amp; Digital at BNP Paribas Asset Management Brazil and a behavioural finance teacher, and Daniel Morris, Chief Market Strategist.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

The study of behavioural finance and its findings on the limitations to rational decision making helps explain the role of phenomena in shaping market events. Listen to this Talking Heads podcast with Aquiles Mosca, Head of Sales, Marketing &amp; Digital at BNP Paribas Asset Management Brazil and a behavioural finance teacher, and Daniel Morris, Chief Market Strategist.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Using behavioural insights for better investment decisions

Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets.  Listen to this Talking Heads podcast with Derek Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and play.   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   

Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets.  Listen to this Talking Heads podcast with Derek Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and play.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Artificial intelligence (AI) excitement fuels tech stock rally

Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to opt for thematic investing strategies, alongside diversification and risk reduction. On this Talking Heads podcast, Mark Buckley, Head of Investment Management at Coalition Greenwich, and Chief Market Strategist Daniel Morris discuss the second thematic investing research report published by BNP Paribas Asset Management and BNP Paribas Corporate &amp; Institutional Banking in partnership with Coalition Greenwich.   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  

Achieving a positive impact and contributing to sustainable outcomes, as well as enhancing investment returns, feature as the prime reasons for investors to opt for thematic investing strategies, alongside diversification and risk reduction. On this Talking Heads podcast, Mark Buckley, Head of Investment Management at Coalition Greenwich, and Chief Market Strategist Daniel Morris discuss the second thematic investing research report published by BNP Paribas Asset Management and BNP Paribas Corporate &amp; Institutional Banking in partnership with Coalition Greenwich.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

How and why investors are using thematic investing

While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide range of sources are needed to finance it, including private markets.  Listen to this Talking Heads podcast with Yann Lagalaye, Head of Ecological Transition and Impact in the Private Assets group, and Chief Market Strategist Daniel Morris.    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 

While the need to transition the economy to greater sustainability is widely recognised, it is also clear that a wide range of sources are needed to finance it, including private markets.  Listen to this Talking Heads podcast with Yann Lagalaye, Head of Ecological Transition and Impact in the Private Assets group, and Chief Market Strategist Daniel Morris.   For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Tapping private markets for the ecological transition and impact

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 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

As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio diversification and attractive returns could well consider a relatively young, little-known, but high-quality asset class: household loans. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Andrew Craig on this Talking Heads podcast.   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  

As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for portfolio diversification and attractive returns could well consider a relatively young, little-known, but high-quality asset class: household loans. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Andrew Craig on this Talking Heads podcast.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Household loans, an alternative asset class that improves the mix

Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Listen to this Talking Heads podcast with Olivier Monnoyeur, Head of High-Yield Debt and Chief Market Strategist Daniel Morris as they discuss positioning in European high-yield debt to meet the challenges ahead.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am 

Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Listen to this Talking Heads podcast with Olivier Monnoyeur, Head of High-Yield Debt and Chief Market Strategist Daniel Morris as they discuss positioning in European high-yield debt to meet the challenges ahead.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Good times in European High-Yield Debt

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible &amp; Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination of a global pandemic plus massive quantitative easing and fiscal stimulus. Listen to this Talking Heads podcast with Mark Richards, Head of Flexible &amp; Absolute Return portfolios in the Multi-Asset and Quantitative Solutions (MAQS) team, and Chief Market Strategist Daniel Morris as they evaluate what matters currently in positioning multi-asset portfolios. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Offence or defence in multi-asset portfolios?

On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better governance and improve their financial, environmental, and social performance. Listen to this Talking Heads podcast with Michael Herskovich, Head of Stewardship at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, as they discuss the role stewardship plays in our asset management.   For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better governance and improve their financial, environmental, and social performance. Listen to this Talking Heads podcast with Michael Herskovich, Head of Stewardship at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, as they discuss the role stewardship plays in our asset management.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Stewardship, the power of persuasion

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this edition of Talking Heads. Topics include the turmoil in the US banking sector and the latest earnings reports.    For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in the US equity market in this edition of Talking Heads. Topics include the turmoil in the US banking sector and the latest earnings reports.   For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

US equities: “It’s a great time to be a stock picker”

How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out for European companies? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Steve Sherman, Senior Portfolio Manager, European Equities.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out for European companies? Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Steve Sherman, Senior Portfolio Manager, European Equities. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Secular trends shape the landscape for European equities

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

Among emerging markets, India stands out as a potential source of outperformance as the economy looks set for a growth spurt on the back of government efforts to strengthen its infrastructure and wean it off its dependence on oil and gas imports. Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Capturing normalised yields in fixed income

Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.    For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

Listen to this Talking Heads podcast with Daniel Morris, Chief Market Strategist, and Jayesh Gandhi, Head of India Equities. They discuss the case for a selective approach to emerging market investing and Indian equities in particular. Given the high correlation between GDP growth, corporate profits and equity returns, the market capitalisation of Indian equities could increase by 50-70% over the next three to five years.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Indian equities could outshine other EMs

Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and obvious green infrastructure assets such as solar plants. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, Investment Director for Infrastructure Debt Stephanie Passet and ESG Specialist and Lead on Private Assets Maxence Foucault discuss the ins and outs of sustainable investing in infrastructure debt[1] in an environment where definitions are still being finetuned and the regulatory framework continues to evolve.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

Making investments in infrastructure debt impactful from a sustainability angle requires a perspective that goes beyond an attractive risk-return ratio and obvious green infrastructure assets such as solar plants. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, Investment Director for Infrastructure Debt Stephanie Passet and ESG Specialist and Lead on Private Assets Maxence Foucault discuss the ins and outs of sustainable investing in infrastructure debt[1] in an environment where definitions are still being finetuned and the regulatory framework continues to evolve. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Making investments in infrastructure debt impactful

In times of heightened market volatility and rising policy rates, money market funds offer  investors a haven, where they can park their cash safely in strategies offering liquidity and capital preservation, explains Marc Fleury, Head of Liquidity Solutions. On this Talking Heads podcast, Marc tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/  Download the Viewpoint app: https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34  Follow us on LinkedIn: https://bnpp.lk/am"&gt;https://bnpp.lk/am  

In times of heightened market volatility and rising policy rates, money market funds offer  investors a haven, where they can park their cash safely in strategies offering liquidity and capital preservation, explains Marc Fleury, Head of Liquidity Solutions. On this Talking Heads podcast, Marc tells Chief Market Strategist Daniel Morris that money market funds now pay a 3-5% yield depending on the currency. For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/"&gt;https://viewpoint.bnpparibas-am.com/</a> Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34"&gt;https://onelink.to/tpxq34</a> Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am"&gt;https://bnpp.lk/am</a>

Money market funds: “It is worth taking care of your cash”

BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability.  For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/" rel="nofollow" target="_blank">https://viewpoint.bnpparibas-am.com/</a>  Download the Viewpoint app: <a href="https://onelink.to/tpxq34" rel="nofollow" target="_blank">https://onelink.to/tpxq34</a>   Follow us on LinkedIn: <a href="https://bnpp.lk/am" rel="nofollow" target="_blank">https://bnpp.lk/am</a>

Talking Heads

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