logo
episode-header-image
Jan 2025
8m 5s

Talking Heads – Introducing private cred...

BNP PARIBAS ASSET MANAGEMENT
About this episode
tail spinning
Up next
Jan 23
Talking Heads - The AI angle to Indian equities
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 s ... Show More
7m 59s
Jan 16
Talking Heads - In focus: Active and ESG ETF rebound towards year end
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 af ... Show More
7m 31s
Jan 8
Talking Heads - Rotating drivers of growth
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’ ... Show More
11m 25s
Recommended Episodes
Mar 2025
Long-term trends underpin European private equity infrastructure
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 ... Show More
9m 20s
Jul 2024
Understanding Private Credit
Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More
6m 32s
Oct 2024
The new equity opportunities
It’s time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey.  L ... Show More
9m 25s
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
Nov 2024
116. What is Private Credit? | Direct Lending Explained
tail spinning
1h 9m
Feb 2025
#308 European revival?
This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’s stock markets, and the latest developments in technology. To read insights from Barclays Investment Bank, visit https://www.ib.bar ... Show More
19m 17s
Jan 2025
How to Invest in Private Credit / Direct Lending
<p>We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.</p><p>Topics covered include:</p><ul><li>Why more companies are staying private</li><li>How private credit dif ... Show More
26m 20s
Nov 7
239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030
<p>Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, <em>private markets</em> are increasingly acce ... Show More
18m 4s
Feb 2025
166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy
In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford.I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 ... Show More
1h 14m
Feb 2025
#305 Trade war – what next?
In an extra episode responding to the weekend’s news, Miles Sherry and Will Hobbs consider the threat posed by increasing trade tariffs and appropriate actions from investors. To read insights from Barclays Investment Bank, visit https://www.ib.barclays/our-insights.html?cid=ch ... Show More
23m 42s