Investment Strategy podcast

BNP Paribas Wealth Management

Business EN ↓ 548 episodes

Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learnsome 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.

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Investment Strategy podcast

Episodes

THE SHIFTING SANDS OF CONSUMPTION 24.03.2021 15:36

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GOLDILOCKS STILL EATING PORRIDGE 23.03.2021 3:07

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LA FED N’EST PAS PRETE A DURCIR SA POLITIQUE 22.03.2021 2:59

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MATIERES PREMIERES : EN ROUTE VERS L'INFLATION 17.03.2021 10:36

Dans le podcast d’aujourd’hui, Philippe et Cécile discutent de l’inflation des matières premières. - L'inflation en général s'accélère-t-elle vraiment? Si oui, dans quels domaines? - Qu'est-ce qu'un sypercycle des matières premières? - N'y a-t-il pas une contradiction entre la demande croissante de matières premières et la durabilité? - Si les prix des matières premières atteignent des sommets...

RIDING COMMODITY INFLAT 17.03.2021 10:39

In today’s podcast Edmund and Charlotte discuss inflation in commodities. - Is inflation in general really picking up? If so, in which areas? - What is a commodities sypercycle? - Isn't there a contradiction between the rising demand for commodities and sustainability? - If commodity prices are at multi-highs, what factors can drive them up further? Hosted on Ausha. See ausha.co/privacy-policy...

LES RENDEMENTS OBLIGATAIRES ET LE REBOND DU DOLLAR 16.03.2021 2:48

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HEDGE US BONDS FOR YIELD PICKUP FOR EURO AND YEN BASED INVESTORS 15.03.2021 1:32

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THE CHECK IS IN THE MAIL: A NEW US STIMULUS PACKAGE ARRIVES 11.03.2021 7:36

Edmund and Charlotte discuss the new US stimulus package. 1) What’s the big story in American politics this week? 2) How does this stimulus package differ from the previous ones? 3) What impact will it have on the US economy? 4) What sectors will be the winners of this new stimulus? Hosted on Ausha. See ausha.co/privacy-policy for more information.

LE CHEQUE EST AU COURRIER 11.03.2021 7:39

Edmund et Charlotte discutent du nouveau plan de relance américain. 1) Quelle est la grande histoire de la politique américaine cette semaine? 2) En quoi ce plan de relance diffère-t-il des précédents? 3) Quel impact aura-t-il sur l'économie américaine? 4) Quels secteurs seront les gagnants de ce nouveau stimulus? Hosted on Ausha. See ausha.co/privacy-policy for more information.

LES BANQUES ONT-ELLES A NOUVEAU LA COTE ? 10.03.2021 9:55

Dans le podcast d’aujourd’hui, Philippe et Cécile discutent des banques et de savoir si investir dans des actions bancaires est une bonne idée. - Les banques sont-elles structurellement condamnées à déclarer des bénéfices inférieurs? - Quelle est la probabilité d'une faillite bancaire? - En dehors du crédit et des services, que proposent les banques? - Quels sont les attraits d'investir dans le...

IS THE BANKING TIDE TURNING? 10.03.2021 10:10

In today’s podcast, Edmund and Charlotte discuss banks and whether investing in bank stocks is a good idea. - Are banks structurally condemned to report lower profits? - How likely is a bank failure? - Apart from credit and services, what else do banks offer? - What are the attractions of investing in banks nowadays? –Are banks value stocks or value traps? Hosted on Ausha. See ausha.co/priv...

TROP DE BONNES CHOSES 08.03.2021 2:32

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FINALLY FINANCIALS ? 08.03.2021 1:50

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CHANGEMENT DE VUE SUR LE PÉTROLE 01.03.2021 2:23

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TURNING FROM POSITIVE TO NEUTRAL ON OIL: TIME FOR A PAUSE BEFORE THE NEXT MOVE UP 01.03.2021 2:21

Turning from Positive to Neutral on Oil: Time for a Pause before the Next Move Up Hosted on Ausha. See ausha.co/privacy-policy for more information.

L'OR BRILLE A NOUVEAU 24.02.2021 9:30

Dans le podcast d’aujourd’hui, Philippe et Cécile discutent de l’or. Dans les 10 thèmes d’investissement de BNP Paribas WM pour 2021, l’or fait partie des recommandations. 1. Pourquoi l'or est-il considéré comme un actif financier dans lequel investir? 2. Quel objectif réaliste pour le prix de l'or en 2021? 3. Comment l'or se compare-t-il à d'autres métaux précieux, comme l'argent et le plati...

TIME FOR GOLD TO SHINE AGAIN 24.02.2021 10:05

In today’s podcast, Edmund and Charlotte discuss gold. In BNP Paribas WM’s 10 investment themes for 2021, gold is one of the recommendations. 1. Why is gold considered as a financial asset to be invested in? 2. What is a realistic target for the gold price in 2021? 3. How does gold compare with other precious metals, like silver and platinum? 4. In practical terms, how can investors buy gold...

REPRISE, REFLATION, JUSQU'OÙ ET À QUELLE VITESSE ? QUI EN PROFITE? 24.02.2021 1:49

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RECOVERY, REFLATION, HOW FAR AND HOW FAST ? WHO BENEFITS? 22.02.2021 2:22

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SMALL IS BEAUTIFUL 18.02.2021 7:36

- Why have they outperformed large-caps by 4-5% over the long term in Europe and the US? - Why have European small-caps consistently beaten large-caps in Europe since March 2020? - Why does this area of the stock market remain one of the Strategy team’s strongest convictions for 2021? Hosted on Ausha. See ausha.co/privacy-policy for more information.

PETITES CAPITALISATIONS : NOUVEL ECLAT 17.02.2021 7:12

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SIX REASONS TO BUY SILVER 17.02.2021 1:35

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ENVIRONNEMENT FAVORABLE AUX MATIERES COMME L'ARGENT 17.02.2021 1:48

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BIG TECH : FIN DE REGNE ? 16.02.2021 9:45

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TIME TO ROTATE OUT OF BIG TECH? 16.02.2021 10:15

In today’s podcast, Edmund and Charlotte discuss whether this is the end of the tech era. - Can big tech companies continue to lead the stock market? Is it all over for them? - What are the risks of staying invested in tech giants today? - What is the future for emerging technology companies? - How can investors gain exposure to the fifth Industrial Revolution relating to artificial intellige...