logo
episode-header-image
Aug 2024
5m 23s

Talking Heads – How to lock attractive i...

BNP PARIBAS ASSET MANAGEMENT
About this episode
tail spinning
Up next
Yesterday
Talking Heads - ETF investing in European defence
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 pro ... Show More
11m 3s
Jun 4
Talking Heads - Disrupting the world order
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. T ... Show More
12m 16s
May 28
Talking Heads - European small caps offer income and growth
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 in ... Show More
10m 24s
Recommended Episodes
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.  We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Nov 2024
“A great time to buy bonds”
Rates have shot higher since the Fed’s first cut. What’s driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey.  Learn more about your ad choices. V ... Show More
10m 22s
Mar 2025
Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ... Show More
15m 19s
May 2024
Seeking Better Value in Emerging Market Debt
tail spinning
3m 51s
May 2024
MM154: Quant Hedge Fund Strategy Explained & Why GBP Is Outperforming The EUR
<p>The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon.</p><br><p>We explore how their trade is structured, the macroeconomic insights drivin ... Show More
30m 34s
Oct 2024
The Dividend Cafe Tuesday - October 15, 2024
<p>In this episode, recorded on October 15th, host Brian Szytel reports on a generally down day in the markets. The Dow dropped 324 points, the S&amp;P 500 fell by 0.75%, and the NASDAQ decreased by over 1%. He discusses the weaker-than-expected New York Fed Empire State Manufact ... Show More
5m 56s
Nov 2024
Wells Fargo's Christopher says campaign promises make for hollow investments
Paul Christopher, head of global investment strategy at the Wells Fargo Investment Institute discusses the firm's research looking at whether campaign promises have translated into long-term outperformance for sectors that were likely to benefit from proposed policies, and while ... Show More
59m 8s
Aug 2024
Wellington's Khurana: Broad election results will impact bond yields for years
Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More
1h 1m
Sep 2024
Markets Readying for a Rate Cut
tail spinning
4m 25s
Sep 2025
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL
<p>Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of&nbsp;The Bid, we explore why f ... Show More
17m 3s