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Apr 2025
7m 46s

Talking Heads – Tariff turmoil clouds Eu...

BNP PARIBAS ASSET MANAGEMENT
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Yesterday
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
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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
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