BNP Paribas Wealth Management
Investment Strategy podcast 551 épisodes nov. 10, 2026
Each week, BNP Paribas Wealth Management's investment strategists discuss a pertinent topic to help you navigate financial markets and stay informed about economic news. The podcast covers novel strategies and insights for investors. For more information, visit their website.
Épisodes
US Mid-Term elections Key Lessons after the ‘blue sweep’
In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Jeremy Fasquelle, Marketing Manager at BNP Paribas Wealth Management, analyse the "blue sweep" in the US midterm elections, where Democrats gained majorities in both the House and the Senate.While affordability and inflation drove these results, the impact on markets is expected to be nuanced. AI investment is projected to rema
To infinity and beyond: the economics of space
Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Officer, Germany discuss the space economy. This podcast explores the evolving economics of the space industry and the private sector's role, from specialised electronics and integrated value chains to the operations of downstream satellite operators. The discussion examines the role of space in defence, the realit
Perspectives économiques du FMI : la résilience au premier plan
Dans ce podcast, Jeremy Fasquelle et Guy Ertz reviennent sur les dernières perspectives économiques mondiales du FMI et analysent les principales forces qui façonnent l’économie mondiale et les marchés financiers :Une croissance mondiale résiliente, soutenue par les investissements dans l’IA, les infrastructures et la défense.Les perspectives d’inflation, alors que l’IA alimente les tensions sur l
IMF Global Outlook: Resilience in Focus
IMF Global Outlook: Resilience in FocusIn this podcast, Jeremy Fasquelle and Guy Ertz discuss the latest IMF Global Economic Outlook and look at the key forces shaping the global economy and financial markets:Resilient global growth, supported by investment in AI, infrastructure and defence.Inflation dynamics, as AI adds to price pressures in the short term but could prove disinflationary over the
Investment Strategy October 2026: Entering the Bond Buy Zone
Edmund Shing, Global Chief Investment Officer discuss our investment strategy for October 20261) Bond yields have surged 2) A normalisation, but not necessarily a new regime 3) What we like in this scenarioHosted on Ausha. See ausha.co/privacy-policy for more information.
Why UK Stocks are Defying the Odds?
In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Reaping the benefits of the Agribusiness
In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the agribusiness, look at why it’s important, and outline the reasons for investing in this hot sector today.Agribusiness is emerging as one of the most compelling long-term investment themes within the real economy. Spanning the entire agricultural value chain, from crop productio
Outlook update on policy rates and bond yields
In this podcast, Edmund Shing and Guy Ertz discuss the recent surge in central bank rate expectations and long-term bond yields, and assess the implications for investors.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Our Investment Strategy for September 2026
Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Le retour des préoccupations budgétaires et politiques en France
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés analyse la situation française, son paysage politique, l'augmentation de la dette publique ainsi que les conséquences pour les marchés financiers et les investisseurs.· Quels sont les principaux facteurs qui alimentent ces inquiétudes et contribuent à la hausse des rendements obligataires français ?· Comment les marchés
French budget and political concerns return
French bond yields are rising due to escalating concerns over France’s economic growth and its debt sustainability. In this podcast, Edmund Shing, Global Chief Investment Officer spotlights France, its political scene, mounting debt and the impact on financial markets and investors. What are the main factors fuelling these concerns and driving up French bond yields?How are financial markets react
Why investors should not ignore commodities
In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities?Will the commodity supercycle continue?How are energy-importing regions investing to become more self-sufficient in energy?Main reasons for investing in this spaceRisks to this themeHosted on Ausha.
Why should the Yen rebound?
In this podcast, Guy Ertz, Deputy Global CIO, and Gurminder Singh, Investment Strategist, Forex, discuss the outlook for the Japanese yen and the catalysts that could support a recovery.Is a U.S.–Japan joint FX intervention on the horizon?Can the Government Pension Investment Fund reshape the yen’s trajectory?What’s the BOJ’s next move and how will it shape the yen’s outlook?Hosted on Ausha. See a
Defence back on the radar
In this podcast, Edmund Shing, Global Chief Investment Officer, argues the case for investing in the defence sector. Resurgence of interest in the global Aerospace & Defence sector How is European Defence spending progressing? The outlook for the civil aerospace market Investing indirectly in the Defence theme Hosted on Ausha. See ausha.co/privacy-policy for more information.
La défense revient au premier plan
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée, revient sur les raisons qui soutiennent aujourd’hui l’attrait du secteur de la défense et analyse les perspectives de cette thématique d’investissement.Le retour en grâce du secteur Aérospatiale & Défense.La montée en puissance des dépenses militaires en Europe. Les perspectives de croissance du march
Our Investment Strategy for July 2026
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for July 2026. Oil prices rose from $70 per barrel to peak at nearly $120 in May. Recently, they have collapsed back down to nearly $70. What impact could this have on growth, inflation, and stocks and bonds if this level is maintained?We are well into the fourth year of the current stock bull market.
Notre stratégie d'investissement pour juillet 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour juillet 2026.Les prix du pétrole sont récemment retombés autour des 70 dollars. Un aller-retour. Quel impact durable cette baisse aura au niveau macroéconomique ?Après la récente une hausse des taux directeurs de la BCE, est-ce que vous anticipez d'ici la fin de l'année une hausse des t
AI fundamental revolution or overhyped bubble?
In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification. Is artificial intelligence set to transfo
L'importance de l’allocation stratégique d’actifs
Hiba Mouallem (Investment Strategist)et Sophie de La Chapelle (Global Head of Strategic Asset Allocation) abordent toutes les clés pour une allocation d'actifs optimale.Comment l’allocation stratégique d’actifs peut-elle optimiser votre parcours financier à long terme tout en s’alignant sur votre tolérance au risque et vos objectifs ?Pourquoi une véritable diversification nécessite-t-elle d’équili
Hawkish Fed pivot: Implications for rates and long-term yields
In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets.A shift towards a more hawkish Fed stance, with policymakers now considering rate hikes instead of cuts, alongside changes in Fed communication such as reduced forward guidance.An uncertain rate outlook,
Notre stratégie d'investissement pour juin 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026.La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de correction est-il désormais sous-estimé par les marchés ?Quel équilibre se dessine pour les hyperscalers et plus largement pour l’écosystèmes tech ?Quelle stratégie adopter pour les
Our Investment Strategy for June 2026
In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?What should investors
The Nasdaq is not the only game in town
In today’s podcast, Edmund Shing, Global Chief Investment Officer, discusses the technology sector and gives some investment ideas. What factors have fuelled the Nasdaq’s stunning 21% YTD performance? How are S&P500 ex-technology stocks faring? Which regional markets are outperforming US tech? A few investment ideas Hosted on Ausha. See ausha.co/privacy-policy for more information.
Is now a good time to invest in bonds?
In this podcast, Edmund discusses how oil-driven inflation and geopolitical risks are reshaping bond markets and creating opportunities for investors.Oil prices surge due to Strait of Hormuz closure and conflict impactsInflation rises globally, with CPI and PPI readings in the US exceeding expectationsBond yields climb as real yields increase, pressuring equity marketsBonds offer attractive yields
Notre stratégie d'investissement pour mai 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour mai 2026.Pourquoi les marchés actions sont-ils revenus sur leurs plus hauts alors que les prix du pétrole restent aussi élevés ?Quelle est l'ampleur réelle de la destruction de la demande pétrolière et quel impact pour l'économie mondiale ?Dans un contexte de folie autour de l'intellige
Our Investment Strategy for May 2026
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026.Why are stocks back at their highs while oil prices remain elevated?How bad is oil demand destruction, Edmund, and how is this impacting the global economy?Amidst AI investment euphoria, how can we participate in the AI theme?Will we see higher central bank interest rates soon?What are th
Matières premières : à la recherche d’un point d’entrée
Dans ce podcast, Hiba Mouallem, Investment Strategist, partage sa vision à long terme des matières premières. Pourquoi les matières premières restent-elles une classe d'actifs singulière ?Pourquoi les matières premières ne sont-elles pas un investissement à long terme de type "buy and hold" ?Les moteurs des supercycles des matières premièresQuatre événements ayant soutenu la tendance haussière act
Look for an entry point in commodities
In this podcast, Edmund Shing, Global Chief Investment Officer, shares his long view of commodities. Why do commodities remain a very attractive asset class? Why are commodities not a long-term buy and hold investment? Drivers of the commodity supercycles Four events that have supported the current uptrend Which commodities offer further upside potential, and why? Hosted on Ausha. See ausha.co/
Le conflit en Iran ravive les risques sur l’inflation et la dette
Guy Ertz, Deputy Global CIO, et Hiba Mouallem, investment strategist chez BNP Paribas Wealth Management, reviennent sur le risque de stagflation, exacerbé par la guerre en Iran. Qu’est-ce que la stagflation, et pourquoi constitue-t-elle un risque ?Notre scénario central pour la croissance et l’inflationComment les gouvernements peuvent-ils maîtriser l’augmentation de la dette publique sans sacrifi
Iran conflict reignites debt and inflation risks
In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, discuss stagflation, the primary risk associated with the Iran War. What is stagflation and why is it a risk today?Our base-case scenario for growth and inflationHow can governments stem the rise in public debt without jeopardising growth?Hosted on Ausha. See ausha.co/privacy-policy for mor
The Midlle East conflict - We answer more of your questions
In the uncertain geopolitical context, Edmund Shing, Global Chief Investment Officer, answers three questions submitted by clients. Has the German sovereign bond yield peaked? Is now a buying opportunity? Is the evaporation of the Tech valuation premium, leading to multi-year lows, a good entry point today? What is the impact of disruptions in oil products, aluminium, or helium on corporate earn
Conflit au Moyen-Orient Les questions posées par nos clients
Dans le contexte géopolitique incertain, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond à trois questions fréquemment posées par nos clients. Le rendement de l'obligation d'État allemande (Bund allemand) a-t-il atteint un pic ? Est-ce maintenant une opportunité d'achat? Les niveaux de valorisation du secteur technologique sont‑ils redevenus attractifs ?
Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond aux différentes questions des clients après l'annonce du cessez-le-feu.Croyez-vous que les marchés pétroliers sous-estiment les effets à long terme de la perturbation de l'approvisionnement qui a eu lieu jusque-là ?Devons-nous penser au-delà d'une allocation d'actifs 60/40 entre les actions
The Middle East Conflict - Answers to more client questions following the recent ceasefire
In this podcast, Edmund Shing, Global Chief Investment Officer, answers several topical questions from clients.Do oil markets underestimate longer-term effects of supply disruption?Are stock & bond markets more correlated during crises, and if so, what does mean for the 60-40 stock-bond asset allocation portfolio?Will current high oil & gas prices drive increased demand for renewable energ
Or et métaux précieux : analyse après la récente correction
Dans ce podcast, Patrick Casselman, Commodity Strategist chez BNP Paribas Wealth Management, analyse la récente correction sur les marchés des métaux précieux, en se concentrant tout particulièrement sur l'or et ses perspectives à long terme.Les prix des métaux précieux ont récemment connu une correction importante, reflétant l'évolution des conditions de marché.Cette correction a été principaleme
Gold and precious metals: update after recent correction
In this podcast, Edmund Shing, Global Chief Investment Officer and Philipp Gijsels, Chief Investment Strategist, discuss the recent correction in precious metals markets, with a particular focus on gold and its long‑term outlook.Precious metals prices have recently experienced a significant correction, reflecting changing market conditions.This correction has been driven mainly by higher interest
The value stock revolution
In this podcast,Edmund Shing, Global Chief Investment Officer, examines the value stock resurgence: their strong comeback against growth stocks, driven by geopolitical tensions and inflation.The “Value factor” definedPerformance of Value vs. Growth stocksWhat has triggered the comeback of Value stocks?To invest in Value, which regions and sectors are attractive today? Hosted on Ausha. See ausha.co
Our Investment Strategy for March 2026
In this podcast, Edmund Shing, Global Chief Investment Officer, and Jeremy Fasquelle discuss our investment strategy for March 2026.Following a 2025 marked by sharp sectoral performance divergence, AI continues to reshape investment trends, creating clear winners (semiconductors, energy infrastructure) and struggling sectors (software, insurance). Yet, despite these contrasts, investors are strugg
Notre stratégie d'investissement pour mars 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, et Jeremy Fasquelle discutent de notre stratégie d'investissement pour mars 2026.Après une année 2025 marquée par une forte dispersion des performances sectorielles, l’IA continue de redessiner les tendances d’investissement, créant des gagnants clairs (semi-conducteurs, infrastructures énergétiques) et des secteurs en difficulté (log
A wind of Change in Latin America
In this podcast, Hiba Mouallem, Investment Strategist, and Stephan Kemper, Chief Investment Strategist in Germany, explore Latin America’s economic and political shifts, growth drivers and investment opportunities.Latin America benefits from strong US growth, high commodity prices and a weaker dollar.Political shifts towards market-friendly policies in Argentina, Chile, and upcoming elections in P
European Banks: further to go
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026.Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets.New EU regulatory reforms and
Banques européennes : un potentiel toujours intact
Dans ce podcast, Alain Gérard, Senior Investment Advisor et Hiba Mouallem, Investment Strategist, discutent du potentiel des actions bancaires européennes.Les banques européennes offrent une relative stabilité dans un contexte d’incertitude géopolitique, de hausse de la volatilité et d’interrogations en lien avec l’IA, grâce à des bilans solides après des années de restructuration.Les gains d’effi
Notre stratégie d'investissement pour février 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, et Jeremy Fasquelle discutent de notre stratégie d'investissement pour février 2026. Après un début d'année solide pour les actions mondiales et les matières premières, l'attention se porte sur une classe d'actifs encore largement sous-représentée dans les portefeuilles, malgré des fondamentaux en nette amélioration et des valorisatio
Our Investment Strategy for February 2026
In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for February 2026. After a strong start to the year for global equities and commodities, the focus turns to a segment that remains structurally underrepresented in most portfolios despite improving fundamentals and compelling valuations. Why are investors still underexposed t
After the correction, is gold still a safe haven?
In this podcast, Edmund Shing, Global Chief Investment Officer, reviews the recent performance and volatility of gold and gives his outlook. The extraordinary performance of precious metals until 28 January 2026What triggered the correction at the end of January?Should investors sell, hold or accumulate their buying of gold?Is gold still considered to be a safe-haven asset?Hosted on Ausha. See aus
Asia: Disruption by Design
In this podcast, Prashant Bhayani, Chief Investment Officer in Asia, presents recent events in Asia that are influencing the markets.Recent announcements in JapanGlobal FX policyImpact on Asian currenciesHosted on Ausha. See ausha.co/privacy-policy for more information.
Infrastructure: Laying the foundation for growth
In this podcast, Edmund Shing, Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, share insights on infrastructure as a key driver of growth.· What factors are driving the rising investor interest in infrastructure?· What impact are new technological breakthroughs having on infrastructure?· How are governments investing in this asset class?·
Notre stratégie d'investissement pour janvier 2026
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, et Jeremy Fasquelle discutent de notre stratégie d'investissement pour janvier 2026.2025 a été une excellente année pour les investissements liés aux matières premières. En effet, les métaux précieux ont généré d'attractifs rendements au cours de l'année, tandis que les métaux industriels stratégiques, tels que le cuivre, ont égalemen
Our Investment Strategy for January 2026
Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for January 2026. 2025 was an excellent year for commodity-related investments. Indeed, precious metals generated huge returns over the year, while strategic industrial metals, such as copper, also posted record gains. This momentum in raw materials has continued into 2026, even though globa
Les équilibres fragiles de l’économie japonaise
Dans ce podcast, Guy Ertz, Deputy Global Chief Investment Officer, et Edouard Desbonnets, Senior Investment Strategist, échangent sur la situation économique du Japon.Un bref aperçu de la macroéconomie japonaiseQue devrait faire la Banque du Japon à l'avenir ?Où vont les rendements obligataires ?Nos perspectives pour le yenHosted on Ausha. See ausha.co/privacy-policy for more information.
The Fragile Balances of Japan’s Economy
In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist, discuss Japan’s economic crossroads.A brief look at Japan’s macro economy What is the Bank of Japan expected to do next? Where are bond yields heading? Our outlook for the yen Hosted on Ausha. See ausha.co/privacy-policy for more information.
2025 : une année d’incertitudes
Dans ce podcast, Jeremy Fasquelle et Edouard Desbonnets, Senior Investment Strategist, reviennent sur l’année écoulée et analysent le contexte macroéconomique ainsi que la performance des marchés.Un résumé du contexte macroéconomique mondialComment l’inflation a-t-elle affecté les marchés obligataires et comment les banques centrales sont-elles intervenues ?La faiblesse du dollar est-elle une cons
2025: a year of uncertainties
In this podcast, Hiba Mouallem, Investment Strategist, and Edmund Shing, Global Chief Investment Officer, look back at the past year, and analyse the macroeconomic context and market performance. A summary of the global macroeconomic backdropHow has inflation affected bond markets, and how have central banks intervened?Is the dollar’s weakness a consequence of President Trump’s tariff policies?A r
Our Investment Strategy for December 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for December 20251. Government stimulus to support growth: the US should focus on tax cuts and deregulation efforts ahead of the November 2026 mid-term elections. Europe will spend on infrastructure and defence, while China and Japan will also add targeted measures to support domestic consumption
Notre stratégie d'investissement pour décembre 2025
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, dévoile sa stratégie d'investissement pour décembre 2025.1. Stimulus gouvernemental pour soutenir la croissance. Les États-Unis devraient privilégier des baisses d’impôts et des mesures de déréglementation avant les élections de mi-mandat de novembre 2026. L’Europe investira dans les infrastructures et la défense, tandis que la Chine
Entering a copper squeeze
In this podcast, Edmund Shing, Chief Investment Officer at BNP Paribas Wealth Management, discusses copper and explains why he thinks it’s an interesting investment for 2026. Where can copper be found? Why is demand for copper growing? The association between artificial intelligence (AI) and copper? The role of copper in renewable energies How best to invest in this commodity? Hosted on Ausha. S
Cooling of investors over-optimism
In this podcast, Edmund Shing (Global Chief Investment Officer) dicusses how investors' over-optimism has begun to cool, leading to a shift toward others sectors.Following the strong momentum led by technology stocks in the US and in Asia, concerns rose over the elevated valuations that tech stocks had reached.Over the last week, a mini correction was seen, sending among others bitcoin down by 29%
Our Investment Strategy for November 2025
In this podcast, Edmund Shing unveils his strategy for November 2025.Liquidity-fuelled stock bull market trend intact: as the current bull market enters year four, positive macro liquidity trends and lower interest rates support further upside despite a recent spike in volatility. Positive on stocks, we prefer exposure to Japan and UK.US interest rate expectations fall on weaker labour markets and
Notre stratégie d'investissement pour novembre 2025
Dans ce podcast, Edmund Shing dévoile sa startégie d'investissement pour le mois de novembre 2025.Marchés actions : la tendance haussière dopée par la liquidité se poursuit. Alors que le marché haussier entame sa quatrième année, les conditions de liquidité favorables et la baisse des taux d’intérêt continuent de soutenir les actions, malgré un regain de volatilité. Nous sommes Positifs sur les ac
What to buy in the US ex-Tech
In this podcast, Edmund Shing (Global Chief Investment Officer) and Hiba Mouallem (Investment Strategist) talk about how investors can diversify away from US tech stocks. Investors would be mistaken in thinking that the Magnificent 7 have been “the only game in town” as far as US stock investing goes. We highlight three US stock themes which have outperformed the S&P 500 and Nasdaq 100 indices
Les services aux collectivités ont le vent en poupe
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés, met en lumière le secteur des services aux collectivités.Pourquoi les investisseurs devraient-ils s'intéresser au secteur des services aux collectivités aujourd'hui ?Qu'est-ce qui alimente les services aux collectivités en Europe et aux États-Unis ?Le lien entre l'intelligence artificielle et les services aux collectivitésQuelques idée
Why Utilities are NOT boring
In this podcast, Edmund Shing, Global Chief Investment Officer, spotlights the global utilities sector. Why should investors eye the utilities sector today? What is powering utilities in Europe and the US? The link between AI and utilities Some bright investment ideas Hosted on Ausha. See ausha.co/privacy-policy for more information.
Rare Earths: A new flashpoint
In this podcast, Edmund Shing, Global Chief Investment Officer, and Hiba Mouallem discuss the strategic importance, supply challenges, and investment opportunities surrounding rare earth metals.Critical Role: Rare earth metals (17 elements) are essential for technologies like semiconductors, defence systems, and renewable energy (e.g., wind turbines).China’s Dominance: China controls 90% of global
Podcast Solar Panels
In this podcast, Edmund Shing, Global Chief Investment Officer, explores the renewed momentum behind solar energy in 2025, following a multi-year decline in ESG and clean energy investments.The S&P Global Clean Energy index enjoyed a 300% rally between January 2019 and January 2021 on the back of euphoria surrounding renewable energy investment. However, renewable energy funds then suffered a
Stratégie d'Investissement Octobre 2025
La Fed pourrait-elle aller plus bas ? Pourquoi la BCE s'arrête-t-elle à 2 % ?La technologie ne se limite plus aux 7 MagnifiquesNous recommandons d’intégrer une exposition aux matières premières dans les portefeuilles diversifiésChangement de recommandation sur les actions à SurpondérerHosted on Ausha. See ausha.co/privacy-policy for more information.
Our Investment Strategy for October 2025
How low can the Fed go? Why is the ECB stopping at 2%, while inflation has returned to 2%, the euro is strengthening and eurozone growth is modest?Tech is no longer just about the Mag 7We advise commodity exposure in diversified portfolios.Upgrading equities to OverweightHosted on Ausha. See ausha.co/privacy-policy for more information.
The rise of the Terrific Ten Chinese tech stocks
In this podcast, Edmund Shing analyzes why Chinese technology stocks—despite their past volatility—are currently more attractive than the U.S. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Les matières premières : le maillon manquant dans un portefeuille
Dans ce podcast, Guy Ertz, Deputy Global Chief Investment Officer, évoque l’importance stratégique des matières premières dans la construction d’un portefeuille d’investissement résilient et diversifié.· Actuellement, les investisseurs sont sous-exposés aux matières premières : les family offices mondiaux n’allouent que 1 % de leurs portefeuilles à cette classe d’actifs, malgré ses performan
Commodities: the missing section in portfolio diversification
In this podcast, Edmund Shing, Global Chief Investment Officer discusses the strategic importance of commodities in building a resilient and diversified investment portfolioDespite strong performance this year, the portfolio allocation for commodities remains very small compared to other asset classes.It has been always advised “not to put all your eggs in the same basket”, promoting diversificat
Le lithium contre-attaque
Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem, Investment Strategist, analyse pourquoi le lithium est un métal crucial aujourd’hui, ainsi que comment et pourquoi y investir. Alors que le monde amorce sa transition vers une économie bas carbone, la demande en lithium s’envole. Ce métal stratégique est en effet un composant essentiel des batteries des véhicules électriques et des systèmes de st
Lithium batteries strike back!
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management. discusses batteries and lithium. Why is lithium a crucial metal today?Factors driving lithium demand growth in 2025 and beyondWhy do we expect higher lithium prices in the coming months and years?Investing in lithium and li-on batteriesHosted on Ausha. See ausha.co/privacy-policy for more information.
Notre stratégie d'investissement pour septembre 2025
Edmund Shing, Global Chief Investment Officer, dévoile ses convictions pour septembre 2025 : · Peut-on s’attendre à ce que la dynamique positive actuelle des marchés actions mondiaux se poursuive jusqu’à la fin de l’année ?· Les investisseurs particuliers s’emballent-ils face aux rendements positifs des actions et d’autres actifs comme les cryptomonnaies ? Y a-t-il un risque d’opti
Our Investment Strategy for September 2025
Edmund Shing, Global Chief Investment Officer, unveils his convictions for September 2025 : · Can we expect the current positive momentum in global stocks to continue until the end of the year? · Are retail investors getting carried away by the positive returns from stocks and other assets like cryptocurrencies? Is there a risk of over-optimism at this point, especially in the US?·
The stock market: breakouts galore!
In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses the stock market performance in August.Hosted on Ausha. See ausha.co/privacy-policy for more information.
The Tariff Deal with the EU
In this podcast, Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer explore the economic impact of the EU–US trade deal, its influence on inflation, the likely response from central banks, and the consequences for equity markets. · The economic impact of the deal : The agreement avoids a trade war and boosts European confidence, despite 15% ta
L'accord douanier conclu avec l’UE
Dans ce podcast, Jeremy Fasquelle et Guy Ertz, Deputy Global Chief Investment Officer, analysent l’impact économique de l’accord commercial entre l’UE et les États-Unis, son influence sur l’inflation, la réaction probable des banques centrales, ainsi que les conséquences pour les marchés actions. L’impact économique de l’accord. L’accord permet d’éviter une guerre commerciale et renforce la confi
Precious metals: Nowhere near the end of the road
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the outlook for precious metals, particularly gold, silver, and platinum, amid strong market performance and shifting macroeconomic conditions. · Gold has surged over 65% since early 2024, but silver and platinum are now outperforming it year-to-date.· Silver could still gain up to 50% versus gold if the gold
Métaux précieux : la tendance haussière devrait se poursuivre
Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem échangent sur les perspectives des métaux précieux, en particulier l’or, l’argent et le platine, dans un contexte de forte performance des marchés et d’évolution des conditions macroéconomiques. · L’or a bondi de plus de 65 % depuis le début de 2024, mais l’argent et le platine le surpassent désormais en performance depuis le début de l’an
Our Investment Strategy for July 2025
In this Podcast, Edmund Shing, Global Chief Investment Officer, unveils his investment strategy for July 2025.Middle East conflict drives up oil volatility more than crude oil prices: the introduction of the US into this conflict raises the stakes for the global oil market and economy. However, the latest ceasefire has calmed oil prices, allowing global stocks to return close to all-time highs.Do
Notre stratégie d'investissement pour le mois de juillet 2025
Dans ce podcast, Edmund Shing, Global Chief Investment Officer, nous dévoile sa stratégie d'investissement pour le mois de juillet 2025 :Conflit au Moyen-Orient : la volatilité du pétrole s’envole plus que les prix du brut - l’implication des États-Unis dans le conflit accentue les tensions sur le marché pétrolier et pèse sur l’économie globale. Toutefois, le récent cessez-le-feu a permis une déte
