logo
episode-header-image
Feb 2025
7m 51s

Talking Heads – Absolute return fixed in...

BNP PARIBAS ASSET MANAGEMENT
About this episode

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.


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.

Up next
Aug 6
Talking Heads – Setting a course for investing in the rest of 2025
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 Centr ... Show More
8m 59s
Jul 29
Talking Heads – Combining asset ownership and stewardship
Voting and engagement matter for any long-term investor. While fewer environmental and social proposals have been voted on, they still obtain widespread support.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/ ... Show More
7m 25s
Jul 22
Talking Heads – What next with digital assets such as tokenised securities?
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 ... Show More
6 m
Recommended Episodes
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
Jul 2023
Daniel Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management
As Global Co-head of Portfolio Solutions at AQR Capital Management, Dan Villalon is primarily engaged in helping the firm’s clients address constantly evolving challenges around risk management. Central to these, of course, is the search for efficient sources of diversification. ... Show More
1h 1m
Feb 2024
Talking Markets Podcast Series with William Davies, Columbia Threadneedle Investments
William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US economy, relative to other regions around the globe. We also discuss the road ahead for monetary policy, and how to think about posit ... Show More
24m 17s
Jul 2024
Inflation Shifts and the Bond Market Response
Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ... Show More
18m 20s
Apr 2025
Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. Th ... Show More
35m 50s
Oct 2024
Markets Spin Toward Cyclicals
A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Eq ... Show More
4m 18s
Nov 2020
The State of the Investing Landscape
Howard Marks, W'67, Co-Founder and Co-Chairman of Oaktree Capital Management, talks about the current investing landscape, market recoveries and how the markets are doing well despite rising COVID-19 numbers across the country. Hosted on Acast. See acast.com/privacy for more info ... Show More
12m 10s
Jun 13
The World Grows More Uncertain
And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime’s IPO. - Earnings from RH and Adobe. (19 ... Show More
42m 31s
May 27
Morgan Stanley’s Khanduja on Bond Risk Reward
After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ... Show More
30m 28s
Aug 2024
Markets bounce back as dip buyers step in
US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, le ... Show More
17m 30s