BNP Paribas Wealth Management

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 s...

IMF Global Outlook: Resilience in Focus In 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...

Edmund Shing, Global Chief Investment Officer discuss our investment strategy for October 2026 1) Bond yields have surged 2) A normalisation, but not necessarily a new regime 3) What we like in this scenario Hosted on Ausha. See ausha.co/privacy-policy for more information.

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.

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 producti...

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.

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.

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 march...

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 reac...

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. S...

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 ma...

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...

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 trans...

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’équi...

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...

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 l...

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 investo...

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 yi...

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'intell...

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 a...

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 haussièr...