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

A REST OR SOMETHING MORE? 11.06.2020 0:57

Aftr a week of relentless rises world stock markets... Hosted on Ausha. See ausha.co/privacy-policy for more information.

THEMES D’INVESTISSEMENT A LA MI-2020: SUR LESQUELS SE POSITIONNER ? 08.06.2020 2:01

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OPTIMISME 03.06.2020 1:21

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OPTIMISM 03.06.2020 0:57

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IS IT TIME TO REPOSITION ON CYCLICAL STOCKS? 29.05.2020 2:56

Stocks have indeed rallied sharply since their lowest point on the 23rd of March. Hosted on Ausha. See ausha.co/privacy-policy for more information.

EST-IL TEMPS DE SE REPOSITIONNER SUR LES ACTIONS CYCLIQUES ? 29.05.2020 2:30

Les actions se sont en effet reprises de manière spectaculaire depuis leur plus bas atteint le 23 mars. Hosted on Ausha. See ausha.co/privacy-policy for more information.

APPETIT POUR LE RISQUE, MAIS... 27.05.2020 1:22

Les marchés boursiers mondiaux ont terminé la journée de mardi en forte hausse... Hosted on Ausha. See ausha.co/privacy-policy for more information.

RISK ON, BUT... 27.05.2020 0:56

World stock markets ended sharply yesterday... Hosted on Ausha. See ausha.co/privacy-policy for more information.

READING THE TEA LEAVES: TAKEAWAYS FROM CHINA’S NPC MEETING 26.05.2020 2:17

No GDP growth target for 2020 - first time since at least 1990. Not a big surprise given lack of visibility globally... Hosted on Ausha. See ausha.co/privacy-policy for more information.

CATCH A BREATH 20.05.2020 0:54

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WHY THE FEDERAL RESERVE NOT GOING NEGATIVE IS A POSITIVE... 18.05.2020 1:10

Why doesn’t the Fed pursue a negative interest rates policy? Hosted on Ausha. See ausha.co/privacy-policy for more information.

BETWEEN A ROCK, A HARD PLACE AND CHINA 13.05.2020 1:03

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HOW COVID IS ACCELERATING OUR MEGA TECHNOLOGY TRENDS OF 2020 07.04.2020 2:15

Technology is an area where we see massive benefits and potentially more investment capital post crisis. Hosted on Ausha. See ausha.co/privacy-policy for more information.

LOOKING FOR CLUES? 03.04.2020 2:59

The coronavirus remains the center of all attention... Hosted on Ausha. See ausha.co/privacy-policy for more information.

THE WORST QUARTER SINCE 1987 02.04.2020 0:54

US equity markets ended the down quarter with a down day... Hosted on Ausha. See ausha.co/privacy-policy for more information.

AN OTHER REBOUND 27.03.2020 1:14

After a couple of extremely difficult weeks, US equity markets rebounded strongly yesterday... Hosted on Ausha. See ausha.co/privacy-policy for more information.

MASSIVE MARKET DELEVERAGING & SHORT-TERM USD FUNDING STRESS 27.03.2020 2:05

Leveraged hedge funds in the US, especially systematic strategies (risk-parity funds, CTAs, volatility-controlled funds) saw massive deleveraging in equities and bonds. Combined with huge outflows from bond funds, US Treasury yields rose last week. Hosted on Ausha. See ausha.co/privacy-policy for more information.

CALMER MARKETS 27.03.2020 1:45

Yesterday, brought a plaisant new developpment. US markets closed marginally up, while Europe grows by 3%... Hosted on Ausha. See ausha.co/privacy-policy for more information.

REBOUND 27.03.2020 1:01

US stocks rebounded from their biggest rout since 1987... Hosted on Ausha. See ausha.co/privacy-policy for more information.

VOLATILITY VIRUS 11.03.2020 0:57

The S&P500 rose 4.9% in hopes that President Trump and his team come up with measures such as reducing tax burdens... Hosted on Ausha. See ausha.co/privacy-policy for more information.

THERE WILL BE BLOOD……WHEN WILL THE WOUND HEAL? 10.03.2020 1:45

Topic this week: oil. We had a monumental collapse in oil price on Friday and this Monday in Asia. Hosted on Ausha. See ausha.co/privacy-policy for more information.

WHAT A WEEK! 06.03.2020 3:04

The direction of financial markets remains firmly dictated by news related to the Coronavirus. Hosted on Ausha. See ausha.co/privacy-policy for more information.

The First Cut is Deepest... by Prashant Bhayani, Chief Economist, Asia 02.03.2020 2:35

As discussed recently, the high likelihood of short term unwinding was possible given the overcrowded US equity market, and last week we finally experienced a huge unwinding of growth stocks in a big US sell-off. The swiftness as a result of how far we had climbed. The catalyst was the escalating concerns over COVID-19, particularly given the spread in Italy, South Korea and Iran, and this trig...