logo
episode-header-image
Jan 2025
8m 44s

Talking Heads – Where to invest given al...

BNP PARIBAS ASSET MANAGEMENT
About this episode

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.


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

Hosted by Ausha. See ausha.co/privacy-policy for more information.


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Up next
Jul 8
Talking Heads – Artificial Intelligence - Everything, Everywhere, All at once
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 b ... Show More
12m 8s
Jul 1
Talking Heads – Have green bonds emerged from their niche?
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.For m ... Show More
8m 4s
Jun 25
Talking Heads – What’s new in thematic investing? Check out our Barometer
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 Inv ... Show More
8m 13s
Recommended Episodes
Jul 2024
#221 - Immobilier : comment y voir plus clair et quelles opportunités en 2024 ? - Thomas Lefebvre
Le sujet : Face à la hausse des taux d’intérêt et à l’instabilité politique, les investisseurs immobiliers sont dans le flou total. Beaucoup baissent les bras. Pourtant, il existe des opportunités à saisir dans ce climat chaotique ! L’invité du jour : Thomas Lefebvre a rejoint le ... Show More
1h 6m
Jul 2024
Investment Science - Scientifically Sound Consulting & Investing with Michael Kelly: An EOFire Classic from 2021
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Michael Kelly is the founder of I ... Show More
20m 57s
May 26
Investing via an ETF in the European defence sector
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 E ... Show More
7m 41s
Mar 2025
How to stand up for your colleagues
When you spot workplace practices that seem less-than-fair, what can you do to stand up for better treatment of someone else? In this episode, Anne and Frances guide a troubled caller who wants to help fix the lopsided pay structures in her organization and advocate for higher co ... Show More
31m 53s
Dec 2024
Ep. 144: “Be Strategic” – A Systems Approach to Asset Management with Jonathan C. Thomas, PE, CEM, CRL of Building Maintenance Optimization Consultants, Inc.
Jonathan C. Thomas, PE, CEM, CRL is President at Building Maintenance Optimization Consultants, Inc. (BMOC) where he is passionate about supporting FM organizations that manage portfolios of buildings for their full life cycles. Mike Petrusky asks Jon how organizations can use a ... Show More
21m 15s
Mar 2025
US small caps: looking beyond the near-term uncertainties
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. Fo ... Show More
10m 2s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Mar 2025
Action Tesla, stop ou encore ? Allo La Martingale #1
Émission du 14/03/2025 avec Souleymane-Jean Galadima, Directeur Général et Co-Fondateur du Multi Family Office augmenté Sapians, et Olivier Levy, Président du Multi Family Office Levy Capital Partners, expert en gestion des risques. Vos questions traitées en live : - Tesla, à fui ... Show More
55m 11s
May 21
Two Paths for Target
In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar CEO. - What caused David to do a double-take when listening to Palo Alto’s earnings ... Show More
28m 4s