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The Great Instability - Real Assets

Daniel Morris and his guests discuss Real Assets
Recorded Feb 25 2021 58 mins
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Presented by
Karen Azoulay, Christophe Montcerisier, Daniel Morris
Presentation preview: The Great Instability - Real Assets
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  • Focus on the future: ESG outlook for US investors Recorded: Jun 8 2021 51 mins
    Jane Ambachtsheer, Global Head of Sustainability and Adam Kanzer, Head of Stewardship Americas
    During this session moderated by Bérénice Lasfargues, ESG Investment Specialist, Jane Ambachtsheer, Global Head of Sustainability and Adam Kanzer, Head of Stewardship Americas, will discuss:

    •Recent ESG-related regulatory shifts in the U.S. and the EU and potential implications for U.S. investors;
    •Thoughts on stakeholder capitalism;
    •Why sustainability related KPIs and carbon footprint reporting is a necessity; and
    •How we are advancing on the 3Es – energy transition, environmental sustainability, and equality and inclusive growth– and why it is in the long-term interests of our clients.
  • Money Markets: LVNAV vs VNAV Recorded: Apr 14 2021 27 mins
    Marc Fleury, Co-Head of Liquidity Solutions at BNPP AM ; Eoin Ellis, Senior Customer Relationship Manager at BNPP AM
    This talk will cover the fundamental differences between Low Volatility NAV and Variable NAV funds, the implications this has post Money Market reform and the approach that BNP Paribas Asset Management (BNPP AM) is taking.
  • The Great Instability - Inclusive Growth Recorded: Mar 25 2021 19 mins
    Daniel Morris, Maria Luz Diaz Blanco, Delphine Riou, Anne Froidevel
    Daniel Morris and his guests discuss the S in ESG, looking at diversity and social inclusion within the parameters of the Inclusive Growth Strategy.
  • Point Marché Live Recorded: Mar 4 2021 29 mins
    Nathalie Benatia
    Point Marché Live avec Nathalie Benatia
  • The Great Instability - Real Assets Recorded: Feb 25 2021 58 mins
    Karen Azoulay, Christophe Montcerisier, Daniel Morris
    Daniel Morris and his guests discuss Real Assets
  • China 2021 Market Outlook Recorded: Feb 12 2021 51 mins
    David Choa, CFA, Head of Greater China Equities and Chi Lo, Senior Economist Greater China
    Featuring David Choa, CFA, Head of Greater China Equities and Chi Lo, Senior Economist Greater China
  • Point Marché Live Recorded: Feb 4 2021 31 mins
    Nathalie Benatia
    Point Marché Live avec Nathalie Benatia
  • The Great Instability - A Focus on China Recorded: Jan 28 2021 62 mins
    Daniel Morris, Chi Lo, Sophie Vallat, David Choa and JC Sambor
    This Great Instability session gives a macro overview on China, a strategic view of China in asset allocation, a look at the China equity outlook and a presentation on China onshore fixed income.
  • Point Marché Live Recorded: Jan 7 2021 28 mins
    Nathalie Benatia
    Point Marché Live avec Nathalie Benatia
  • The Great Instability: Investment Outlook 2021 - Legacy of the Lockdowns Recorded: Dec 3 2020 63 mins
    Daniel Morris, Jane Ambachtsheer, Guy Davies
    Daniel, Jane and Guy look at the Investment Outlook for 2021
  • The Great Instability: Inflation - Past, present and future Recorded: Nov 19 2020 71 mins
    Richard Barwell, Cedric Scholtes, Moderated by Daniel Morris
    Richard Barwell, Head of Macro Research and Cedric Scholtes, Global head of Sovereigns, Inflation & rates discuss how Inflation and what's in store for the future.
  • Sustainable investments in the post COVID era Recorded: Nov 10 2020 55 mins
    Anu Rames, Jon Stephenson, Matt Slootsky
    The pandemic has jolted Environmental, Social and Governance (ESG) considerations to the forefront of investors’ minds. Throughout this 60 minute webcast we will discuss the importance of sustainable investing and how the outbreak of Covid-19 exposed social, economic and environmental inadequacies. Our portfolio managers from both Healthcare and Structured Securities will also provide updates on how their asset classes have been impacted as a result of the pandemic.

    Anu Rames, ESG Analyst, will begin our discussion on the importance of ESG investing, in particular focusing on the “S” and how Covid-19 has affected the key pillars of society from healthcare, housing to education.

    Jon Stephenson, CFA, Portfolio Manager, Healthcare, will discuss the various trends he’s seeing within healthcare such as the emergence of telemedicine, how data and devices are impacting patient outcomes, how industry is responding to address key issues related to the pandemic, how the pandemic has accelerated technological adoption and systematic change within the sector.

    Matt Slootsky, Portfolio Manager, Structured Securities, will round our conversation with a discussion on the housing market, which is booming, even though there’s increased unemployment and a world-wide pandemic. Matt will also share his outlook on housing and the mortgage market and what we should expect to see on the horizon.
  • Oil: Demand on Remand (sottotitolata in Italiano) Recorded: Jun 6 2020 59 mins
    TBC
    Mark Lewis, Global Head of Sustainability Research e Richard Barwell, Head of Macro Research in BNP Paribas Asset Management dibattono in merito agli impatti potenzialmente durevoli che la pandemia di Covid-19 e i provvedimenti globali di lockdown stanno avendo sulla domanda di greggio: qual è il contesto macro per il petrolio e gli altri combustibili fossili? Il picco storico nella domanda è già stato raggiunto? Che ruolo giocherà la lotta al cambiamento climatico?
  • Oil: Demand on Remand Recorded: Apr 23 2020 59 mins
    Richard Barwell, Head of Macro Research and Mark Lewis, Head of Sustainability Research at BNPP Asset Management
    Mark Lewis, Global Head of Sustainability Research and Richard Barwell, Head of Macro Research at BNP Paribas Asset Management discuss the potentially lasting impact that Covid-19 and global lockdown is having on Oil demand:
    -Climate change and disruption – the macro context for oil and other fossil fuels
    -Demand – have we seen the peak?
    -Cashflow catastrophe – focus on shale oil
  • Asset Allocation April 2020: Coronavirus dislocated financial markets Recorded: Apr 15 2020 3 mins
    Guillermo Felices
    In this month’s asset allocation video, we provide an update on our four ‘virus pillars’, detail our ‘U-shape’ recovery base case, and outline our recent asset allocation changes, including why we replaced our US equity overweight with an overweight in UK equites, global commodities and a long in AUD/USD.
  • Macro update for U.S investors Recorded: Apr 2 2020 15 mins
    Daniel Morris, Senior Investment Strategist
    A 15-min macro update from Daniel Morris, Senior Investment Strategist at BNP Paribas Asset Management.
  • Macro and currency outlook for US investors Recorded: Apr 2 2020 31 mins
    Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies.
    Amid an increased market volatility mainly due to the coronavirus outbreak, what do US investors need to be focusing on right now? Where are the markets headed and how can we read the latest developments?

    Tune-in for this 30 min webcast with Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies.
  • Macro and currency outlook for Canadian investors Recorded: Apr 1 2020 31 mins
    Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies
    Amid an increased market volatility mainly due to the coronavirus outbreak, what do Canadian investors need to be focusing on right now? Where are the markets headed and how can we read the latest developments?

    Tune-in for this 30 min webcast with Daniel Morris, Senior Investment Strategist and Momtchil Pojarliev, Head of Currencies.
  • Message to our investors from Guy Davies Recorded: Mar 27 2020 1 min
    Guy Davies
    Guy Davies, CIO of Equities at BNP Paribas Asset Management, talks about our approach to this challenging environment and the measures we are taking to manage and improve the profile of investment portfolios.
  • Message to our investors from Guy Davies Recorded: Mar 26 2020 1 min
    Guy Davies
    Guy Davies, CIO of Equities at BNP Paribas Asset Management, talks about our approach to this challenging environment and the measures we are taking to manage and improve the profile of investment portfolios.
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  • Title: The Great Instability - Real Assets
  • Live at: Feb 25 2021 5:00 pm
  • Presented by: Karen Azoulay, Christophe Montcerisier, Daniel Morris
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