BNP Paribas Wealth Management

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 a...

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’ef...

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 valorisat...

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 underexpos...

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. Se...

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? ·     ...

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 égaleme...

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 glo...

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 c...

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 consumpt...

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 Au...

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 2...

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 a...

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 indice...

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...

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.

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 gl...

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...

La Fed pourrait-elle aller plus bas ? Pourquoi la BCE s'arrête-t-elle à 2 % ? La technologie ne se limite plus aux 7 Magnifiques Nous recommandons d’intégrer une exposition aux matières premières dans les portefeuilles diversifiés Changement de recommandation sur les actions à Surpondérer Hosted on Ausha. See ausha.co/privacy-policy for more information.