Daniel Morris

Chief Market Strategist, Co-Head of the Investment Insights Centre

Bio

Daniel is Chief Market Strategist and Co-Head of the Investment Insights Centre at BNPP AM. In this role, Daniel promotes BNPP AM’s thought leadership by authoring research white papers, investment outlooks and market commentary. He also advises clients and provides investment recommendations, as well as offering a strategic perspective to our portfolio managers.

Location London

Joined 2015

Articles from Daniel Morris

Article

Portfolio perspectives

Global equity outlook: A tale of two markets

By Daniel Morris, Chief Market Strategist US exceptionalism was supposed to be last year’s theme. 2026 was all about balance…

By Daniel Morris

07/08/26

Article

Front of mind

View from the markets: The earnings season has been amazing. Why have stocks fallen?

By Daniel Morris, Chief Market Strategist With about half the companies in the S&P 500 having reported second quarter earnings,…

By Daniel Morris

31/07/26

Audio

Portfolio perspectives

The impact of AI on the media and advertising industries

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards…

By Matthijs Leendertse & other authors

30/07/26

Article

Front of mind

View from the markets: What’s the meaning of the emerging market tech stock sell-off?

The primary beneficiary of the artificial intelligence capital expenditure boom has been emerging market technology hardware and semiconductor stocks, particularly…

By Daniel Morris

24/07/26

Audio