Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learn some novel strategies? Each week a new podcast addresses a pertinent topic to help you navigate the markets and know what to focus on. For all our investment strategy, visit our website https://wealthmanagement.bnpparibas/ Hosted on Ausha. See ausha.co/privacy-policy for more information.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
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 space Risks to this theme Hosted on…
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.…
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.
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 marché…
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…
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…
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…
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…
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…
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…
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…
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.
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 impacts Inflation rises globally, with CPI and PPI readings in the US exceeding expectations Bond yields climb as real yields increase, pressuring equity markets Bonds offer attractive…
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…
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…
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 premières Quatre événements ayant soutenu la tendance haussière…
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…
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’inflation Comment les gouvernements peuvent-ils maîtriser l’augmentation de la dette publique sans…
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 inflation How can governments stem the rise in public debt without jeopardising growth? Hosted on Ausha. See ausha.co/privacy-policy for…
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…
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 ?…
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…
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 energy…
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…
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…
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” defined Performance of Value vs. Growth stocks What has triggered the comeback of Value stocks? To invest in Value, which regions and sectors are attractive today? Hosted on Ausha. See…
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…
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…
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…
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…
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…
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…
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…
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 2026 What 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…
In this podcast, Prashant Bhayani, Chief Investment Officer in Asia, presents recent events in Asia that are influencing the markets. Recent announcements in Japan Global FX policy Impact on Asian currencies Hosted on Ausha. See ausha.co/privacy-policy for more information.
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? · A protection in times of…
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…
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 global…
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 japonaise Que devrait faire la Banque du Japon à l'avenir ? Où vont les rendements obligataires ? Nos perspectives pour le yen Hosted on Ausha. See ausha.co/privacy-policy for more information.
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.
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 mondial Comment l’inflation a-t-elle affecté les marchés obligataires et comment les banques centrales sont-elles intervenues ? La faiblesse du dollar est-elle une…
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 backdrop How has inflation affected bond markets, and how have central banks intervened? Is the dollar’s weakness a consequence of President Trump’s tariff policies?…
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for December 2025 1. 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…
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…
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. See…
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…
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…
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…
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…
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 collectivités Quelques…
