Investment Insights

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Talking Heads - Active ETFs: broadening the sources of portfolio returns

2026-11-1213:08

Are traditional equity and bond allocations still enough to diversify portfolios? Vincent Bérard, BNPP AM's Head of Product Strategy, explores with Chief Market Strategist, Daniel Morris, how active exchange-traded funds (ETFs) can potentially help investors diversify and manage risk.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Talking Heads - Corporate bonds: Finding alpha in an efficient market

2026-11-0413:40

Corporate bond markets may be well researched, but that doesn’t mean opportunities for investors are hard to find. The key is knowing where to look. As Charles Cresteil, Investment Specialist, and Anthony Desrousseaux, Portfolio Manager, explain to Chief Market Strategist, Daniel Morris, active managers can uncover opportunities by identifying mispriced bonds, comparing securities from the same issuer and exploiting temporary market dislocations.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Talking Heads - Sustainability as a driver of long-term investment outcomes

2026-10-2912:06

How can investors navigate a world reshaped by environmental pressures, technological disruption and geopolitical uncertainty? For BNP Paribas Asset Management, sustainability is central to answering that question.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Talking Heads - European strategic autonomy: a €1.8 trillion investment opportunity

2026-10-2208:26

Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, food security and industry. As Lazare Hounhouayenou, Portfolio Manager, tells Daniel Morris, Chief Market Strategist, around €1.8 trillion of investment is expected to be deployed by 2035 under major European and national initiatives.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Talking Heads - ETF inflows hit record highs as investors embrace global equities and active strategies

2026-10-1508:56

European UCITS ETFs (EU regulated exchange-traded funds) attracted a record €125 billion in the third quarter, taking year-to-date inflows to almost €350 billion. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, fixed-income ETFs also attracted strong inflows, particularly into government bonds and ultra-short-duration products, despite rising yields.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

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