Investment Insights

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, Head of Euro Investment Grade and High-Yield Credit, in the Fixed Income team at BNP Paribas Asset Management tells Chris Iggo, CIO of AXA IM Core, part of BNPP AM, that her team seeks performance from Euro short-duration bonds via broad diversification and rigorous security selection.

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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 to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset Management, that the Nordic region is politically, socially and economically stable – a big positive for industries and companies.

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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 diversification benefits with its low correlation to more traditional assets.

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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 Media Economics at Erasmus University, Rotterdam, talks with Daniel Morris, Chief Market Strategist, about the development of AI and its potential future impact on our societies.

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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 concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software’.

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June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, inflows were strongest in the US and Japan; European and emerging market figures were less impressive.

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Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bond ETFs – for a variety of reasons.

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The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells Chief Market Strategist, Daniel Morris, that this major climate finance gathering focused on seeking concrete solutions to accelerate and finance the energy transition and climate adaptations, and on how to best channel private funding towards practical solutions.

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Dire predictions about possible catastrophic impacts of the Iran conflict on oil prices – and thus on the global economy – appear to have largely proven unfounded. Thijs Van de Graaf, Professor of International Energy Politics at Ghent University, talks with Daniel Morris, Chief Market Strategist, about the range of factors that have mitigated the effects of the war.

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The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across industry and quality segments of the market.

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Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.

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The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Investment Insights Centre about prospects for the European defence sector.

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In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management. Together they discuss how geopolitics and artificial intelligence are each effecting profound change on the global economy.

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European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active barbell strategy of a strong income-oriented approach combined with identifying underpriced potential for growth.

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China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.

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Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas. Ram Rasaratnam, CIO for Quant Equity Strategies at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer, AXA IM Core, that AI and machine learning are revolutionising how researchers improve the models that support the firm’s analysis of a potential investee stock’s valuation, quality and future earnings trajectory.

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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 Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer for AXA IM Core, how the short duration inflation-linked bond strategy run by her team can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.

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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 of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.

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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 markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate and Absolute Return, tells Andrew Craig, Co-Head of the Investment Insights Centre, emerging market bonds have emerged as ‘one of the single best opportunities’ from the current energy shock.

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Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked products saw inflows late in the quarter as rising oil prices in particular fanned inflation concerns.

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Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable environment.  

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While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects. Johann Plé, Senior Portfolio Manager in the Euro Fixed Income team, discusses the role green bonds should play in global asset allocations.

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“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’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre. Jane foresees a new impetus for renewable energy amid accelerated efforts to reduce countries’ dependency on fossil fuels further.

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The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management, talks with Daniel Morris, Chief Market Strategist, about handling multi-asset portfolios at such a volatile time.

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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, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as Europe’s Strategic Infrastructure Investment Fund and the possibility of US wind and solar tax credits being reinstated.

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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-yield corporate bonds as well as the diversification opportunities across sectors and industries and the improved quality the asset class offers. Even in the face of higher market volatility, liquidity has remained high, Stef notes, adding: “Investors are looking for yield wherever they can get it. And the asset class has matured enough to be more and more attractive to a wider range of investors.”

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Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant net asset value (CNAV) money market funds.

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Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.

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Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the prospects for sustainability-related investing amid scepticism and a pushback in some areas.

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Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business’s inclusivity matters when selecting investments.

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The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of Equity ETF & Index Management team in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment Insight Centre, why this development matters for investors.

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Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.

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There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence of a large semiconductor sector in the country. However, as Jayesh Gandhi, Head of Indian Equities, tells Chief Market Strategist Daniel Morris, its large software industry and spreading AI adoption should help brighten the prospects for 2026.

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Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery after a spell of hesitant flows into ESG-aligned strategies.

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Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’s ambition to produce more of what it consumes, the durability of capital spending on artificial intelligence, monetary policy, and Europe’s drive to boost competitiveness and strategic autonomy.

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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 for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jack Stephenson, Investment Specialist for US High-Yield, tells Chief Market Strategist Daniel Morris that high-yield credit is perhaps not the cheapest now, but the quality of bond issuers has improved notably.

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Geologically and meteorologically, Asia is vulnerable when it comes to the fallout from climate change. Crystal Geng, Asia ESG Research Lead, talks to Chief Market Strategist Daniel Morris about the factors driving Asia's push for decarbonisation, nature conservation, and greater equality.

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Emerging markets are generally in good shape, providing a supportive backdrop for EM bonds, in particular those in local currencies. On this week’s podcast, they also discuss the outlook for hard currency EM debt, particularly with an eye on expectations for the dollar, US monetary policy, trade and commodity prices.

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Economic growth in China has slowed over the past 2-1/2 years although Beijing has undertaken numerous fiscal measures to stimulate growth, encourage investment, prop up the property market and restore consumer confidence. Listen to Chi Lo, Global Market Strategist, and Chief Market Strategist Daniel Morris, as they discuss the government’s efforts to steer the economy back on to a path of sustainable growth.

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What role can natural capital assets such as woodland, but also farmland, play in institutional investors' portfolios? Listen to our podcast with Celine Claudon, Chief Commercial Officer for International Woodland Company, and Andy Craig, Co-Head of the Investment Insights Centre.

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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 Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality has a place in diversified portfolios implementing investment factors. Over the last 25 years, three types of factor investing — quality, growth and value—have stood out due to their distinct attributes and impact on portfolio performance at different phases of the economic cycle.

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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 weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm.  

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Ahead of November’s COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing for developing countries?

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Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  

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Making progress on the energy transition, net zero sustainability, and inclusive growth requires an effort that transcends borders and means involving a wide range of parties including asset owners and policymakers. Jane Ambachtsheer, Global Head of Sustainability, talks to Daniel Morris, Chief Market Strategist, about the significance of this meeting, the PRI advocacy network and its principles for responsible investment, and what investors can expect from the PRI in Person in Sao Paulo, Brazil on 4 - 6 November 2025.

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Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for inflows into exchange-traded funds. Thematically, defence has remained in the lead, closely followed by artificial intelligence.

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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 sovereign bonds, currencies and corporate debt.

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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.

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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.

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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 losers.  

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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.

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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.

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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 in European bonds versus US sovereign debt.

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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.

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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.

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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 appetite for less risky asset classes.

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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 start to the year since the end of the gold-backed Bretton Woods system in 1973.

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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 augmented reality glasses.

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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.

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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 leading themes include renewable and clean energy, and that interest in artificial intelligence is ‘really off the page’.

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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?

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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 bond markets.

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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.

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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.

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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. 

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Portfolio Manager Sid Jha delves into the value of investing in environmental strategies for sustainable growth. Such strategies can provide diversification when financial markets are volatile and uncertainty over the economic outlook is rife.

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Guy Davies, CIO of Fundamental Equities and Deputy Head of Investments, talks to Daniel Morris, Chief Market Strategist, about his outlook for equity markets amid expectations of further volatility and a persistent lack of clarity on the outlook for economies and central bank policies, notably in the US.

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Damien Fournier and Lionel Gomez, Co-Heads of Private Equity, discuss the benefits and risks of private equity, as well segments such as venture capital and distressed investments, with Daniel Morris, Chief Market Strategist. They highlight the agility private equity brings in the current market and economic environment and discuss the opportunities in themes such as healthcare and energy transition.

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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 markets. Olivier reminds listeners that one things hasn't changed, namely the number one performance driver for fixed income remains carry.

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Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head of ETF Research.

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Impact investing – making investments for a positive, measurable social and environmental impact alongside a financial return – is seeing growing interest from investors, even in a world where many types of sustainable investing face scepticism. Berenice Lasfargues, Sustainability Integration Lead, talks to Chief Market Strategist Daniel Morris about the features of this approach that seeks to invest in companies offering, for example, education tools for dyslexic children or affordable housing.

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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 threaten to sap investor and consumer confidence. Listen to Mario Pietrunti, Senior European Economist, as he explains the direct and indirect effects to Chief Market Strategist Daniel Morris.

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A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in the underlying equity that the bonds typically convert into. Skander discusses with Chief Market Strategist Daniel Morris how these strategies can appeal to investors looking for less risk and less volatility in their portfolios.

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What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) economies and companies with Chief Market Strategist Daniel Morris.

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European securitised assets, backed by loans, mortgages and other categories of (consumer) credit as collateral, offer investors a source of diversification from other forms of credit such as corporate debt. Listen to David Favier, Head of Structured Credit, as he discusses the ins and outs of asset-backed securities and their role as a diversification asset in a broad fixed income portfolio with Daniel Morris, Chief Market Strategist.

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Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. Listen to water strategy portfolio managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change as well as the growing need for ultraclean water for semiconductors and cooling applications for datacentres.

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Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. Head of the Private Equity Infrastructure Investment Team Rodolphe Brumm tells Andrew Craig, Co-head of the Investment Insights Centre, that this asset class benefits from robust characteristics.

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Investment decisions have centred on growth for years, but the current setting of uncertainty, geopolitical turmoil and high volatility argues for a renewed focus on ‘value’. Carmine tells Chief Market Strategist Daniel Morris that in value investing, investors should take into account both the market's overall risk appetite and trends.

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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 Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.

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Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief Market Strategist, that demand for ‘active’ ETFs is picking up given they are an efficient way to integrate environmental, social and governance considerations into a portfolio.

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There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and Absolute Return explains the merits of absolute return fixed income investing in the current environment. James and Chief Market Strategist Daniel Morris discuss the dispersion market volatility creates, resulting in ‘rich’ opportunity sets for an active, asymmetric approach to fixed income investing.

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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 on greater diversity, equity and inclusion can persist. Alex tells Chief Market Strategist Daniel Morris that talk of the end of sustainable investing is premature: New solutions will be developed and existing processes refined.

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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 same sector. This is currently the case with the preponderance of 10 (tech) behemoths in the US S&P500. Raul Leote de Carvalho, Deputy Head of the Quant Research Group, and Chief Market Strategist Daniel Morris put this concentration into context. They conclude that as long as market valuations rise in synch with profitability, the companies’ index dominance can be justified, but there's no margin for error. Raul suggests two ways of managing the related risk of high volatility.

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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 grow louder. Local phenomena including the rapid adoption of electric vehicles, electrifying India’s prolific two-wheelers and building out its urban metro networks look set to boost demand, Manish Bishnoi, Portfolio Manager for Asian environmental strategies at Impax Asset Management, tells Chief Market Strategist Daniel Morris. Equally, the rise of AI and the resulting structural change of power market dynamics will be felt across Asia.

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This year’s unknowns may look daunting. However, money still needs to be put to work. That will require strong convictions and portfolios constructed to weather whatever may happen. Here, Claire Mehu, Team Head for Balanced Solutions, and Andy Craig, Co-head of the Investment Insights Centre, discuss the prospects for multi-asset portfolios.

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Investing in private credit – loans provided by institutions other than banks – is gaining ground as regulatory changes create opportunities. Listen to this episode. Stephane Blanchoz, Head of Alternative Solutions, and Andrew Craig, Co-head of Investment Insights Centre, discuss the mature US market and the  opportunity-rich European market for private credit. They also go into the benefits of investing through an asset manager and the outlook for 2025.

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Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face? Kicking off our 2025 podcast series, Andrew Craig, Co-head of the Investment Insights Centre, and Chief Market Strategist Daniel Morris revisit our investment outlook – Opportunities in a volatile world. They discuss US Treasury and corporate bonds, US, European and emerging market equities, and – a barbarous relic – gold.

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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 they becoming so popular? We have the answers! Listen to our last podcast of 2024 with Marie-Sophie Pastant, Head of the Portfolio Management team for ETF, Index and Synthetic Strategies, and Andrew Craig, Co-head of the Investment Insights Centre.

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Robert Alexandre Poujade, Biodiversity Lead, updates Andrew Craig, Co-head of the Investment Insights Centre, on the latest developments, including takeaways from the recent multilateral COP16 meeting and the importance of heading off systemic risks such as even partial ecosystem collapse. Robert Alexandre also discusses how BNP Paribas Asset Management is taking biodiversity into account, the recent update of our biodiversity roadmap and next steps in the fight to tackle biodiversity loss.

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Reviewing the outcome of the recent UN Climate Summit, Climate Change Lead Thibaud Clisson tells Andrew Craig, Co-head of the Investment Insights Centre, that amid the mixed results, there was progress on greater transparency in carbon markets and measures to tackle climate change fallout in developing countries. They also discuss hopes that next year’s COP conference can make progress on commitments to transitioning away from fossil fuels.

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The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not  that simple. He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created.

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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 to this Talking Heads podcast on these questions with Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre.

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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 interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insights Centre, and Christian Fay, Senior Portfolio Manager for US and Global Equities in Boston, discuss these and other questions in this week’s edition.

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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 inevitably moving towards net zero emissions and many policymakers are legislating in the realisation that the transition is coming. Jakob Thomä, Research Director at the Inevitable Policy Response, tells Andrew Craig, Co-head of the Investment Insights Centre, that investors are taking the view climate change is a risk factor to be tackled now. 

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Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next.  At a time of multiple possible paths for US policy rates they discuss the state of the US labour market, how markets are evaluating future fiscal policy and the outlook for inflation. 

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Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to gain ground among investors. Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the advantages of quantitative investing as a source of diverse elements of performance.

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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 reviewing the near and medium-term outlook for developed market equities. Chief Market Strategist Daniel Morris and Andrew Craig, Co-head of the Investment Insights Centre, discuss our latest equity update.

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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 and performance similar to that of traditional – corporate and government – bond markets, Portfolio Manager Arnaud-Guilhem Lamy to Chief Market Strategist Daniel Morris about the merits of green and social bonds.  

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Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large caps, Portfolio Manager Mathieu Bernard tells Chief Market Strategist Daniel Morris on this episode of our weekly podcast. The favourable setting includes earnings per share growth ahead of that of large caps, attractive valuations and potential for dividend growth.

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