by BNP Paribas Asset Management
BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability. 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 on Ausha. See ausha.co/privacy-policy for more information.
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Publishing Since
3/16/2020
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June 26, 2026
<p>The US high yield market has weathered recent market turbulence well, but selectivity is becoming increasingly paramount. Jack Stephenson, Senior Investment Specialist, tells Chris Iggo that the outlook for US high yield remains constructive despite widening dispersion across industry and quality segments of the market.</p><p><br></p><p>For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/</a></p><p>Download the Viewpoint app: <a href="https://onelink.to/tpxq34">https://onelink.to/tpxq34</a></p><p>Follow us on LinkedIn: <a href="https://bnpp.lk/am">https://bnpp.lk/am</a></p><br/><p>Hosted on Ausha. See <a href="https://ausha.co/privacy-policy">ausha.co/privacy-policy</a> for more information.</p>
June 18, 2026
<p>Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI industry and its investment potential, not least in supporting both training and inferencing applications.</p><p><br></p><p>For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/</a></p><p>Download the Viewpoint app: <a href="https://onelink.to/tpxq34">https://onelink.to/tpxq34</a></p><p>Follow us on LinkedIn: <a href="https://bnpp.lk/am">https://bnpp.lk/am</a></p><br/><p>Hosted on Ausha. See <a href="https://ausha.co/privacy-policy">ausha.co/privacy-policy</a> for more information.</p>
June 5, 2026
<p>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 prospects for the European defence sector.</p><p><br></p><p>For more insights, visit Viewpoint: <a href="https://viewpoint.bnpparibas-am.com/">https://viewpoint.bnpparibas-am.com/</a></p><p>Download the Viewpoint app: <a href="https://onelink.to/tpxq34">https://onelink.to/tpxq34</a></p><p>Follow us on LinkedIn: <a href="https://bnpp.lk/am">https://bnpp.lk/am</a></p><br/><p>Hosted on Ausha. See <a href="https://ausha.co/privacy-policy">ausha.co/privacy-policy</a> for more information.</p>
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Daniel Morris
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James McAlevey
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Jon Stephenson
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BNP Paribas Asset Management’s Talking Heads podcast offers in-depth insights on the topics that really matter to investors. Each week, our investment experts join Daniel Morris, Chief Market Strategist, to analyse the market through the lens of sustainability.
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 on Ausha. See ausha.co/privacy-policy for more information.
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