Investment Insights

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

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

The EU’s new targets for emissions reductions are realistic and achievable and should lift the price of CO2, encouraging more emitters to switch to doing business in a more environmentally friendly way. In this podcast, chief sustainability strategist Mark Lewis discusses with senior investment strategist Daniel Morris the EU’s efforts to achieve net zero emissions by 2050, the implications for the carbon market and the workings of the emissions trading system. Get more here: https://investors-corner.bnpparibas-am.com/

Investment in infrastructure debt could provide institutional investors with long-dated, high-quality cash flows. These can serve to match liabilities, provide yield enhancement potential relative to other fixed income instruments and diversify a portfolio. Karen Azoulay, head of infrastructure debt, talks to senior investment strategist Daniel Morris about our approach to investing in infrastructure debt in these challenging times. Get more here: https://investors-corner.bnpparibas-am.com/

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

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

Large-scale stimulus measures, a cyclical bounce for the economy and attractive valuations have converged to brighten the prospects for US small capitalisation stocks. Pamela Woo, head of US equities, shares the details of her views - including comments on the upcoming US election - with Daniel Morris, senior investment strategist. Get more: https://investors-corner.bnpparibas-am.com/

Many emerging markets are displaying an appetite for digital payments and, in the wake of that, e-commerce. This, coupled with the proliferation of smart phones, is engendering wider access to financial services, benefiting economies and local job markets. Senior analyst global emerging market equities Whitney Jiranek talks to Daniel Morris, senior investment strategist, about the role of fintech in facilitating broader financial inclusion and the opportunities it offers for investors. Get more: http://investors-corner.bnpparibas-am.com

Bond yields have fallen ever lower as the COVID-19 recession and disinflation have forced central banks and governments to implement whatever-it-takes measures to save jobs and industries. In doing so, they are for now in full control of fixed income markets. What does that leave for bond investors? Dominick DeAlto, chief investment officer of fixed income, talks to senior investment strategist Daniel Morris about where the opportunities lie in fixed income today. Get more: https://investors-corner.bnpparibas-am.com/

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

Investors looking for alternative and resilient sources of yield as mainstream investments are held back in an environment of ‘lower for longer’ growth and inflation are increasingly eyeing private debt and real assets. In this week’s podcast, David Bouchoucha, chief investment officer of private debt & real assets (PDRA), talks to Daniel Morris, senior investment strategist, about the attractions of the asset class. Get more: https://investors-corner.bnpparibas-am.com

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

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

The unprecedented crisis caused by COVID-19 has left asset allocators disorientated. Uncertainty has deepened and the outlook is now for bond and equity returns to be lower for even longer, making the hunt for yield all the more acute for investors. Get more: https://investors-corner.bnpparibas-am.com/

In the recent equity market rally, exposures to factors did not perform as expected. In this podcast, we discuss the particularities of the rally and the outlook for factor investing. Get more: https://investors-corner.bnpparibas-am.com/

The rise of millennials, digital consumption and shifting demographics are among the big trends reshaping the consumer sector. How does the 2020 pandemic affect them? In this week’s podcast, we discuss the impact of the pandemic on consumer trends and themes. Get more: https://investors-corner.bnpparibas-am.com/

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

Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade. Get more: https://investors-corner.bnpparibas-am.com/

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

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