BNP Paribas Wealth Management

How low can the Fed go?   Why is the ECB stopping at 2%, while inflation has returned to 2%, the euro is strengthening and eurozone growth is modest? Tech is no longer just about the Mag 7 We advise commodity exposure in diversified portfolios. Upgrading equities to Overweight Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing analyzes why Chinese technology stocks—despite their past volatility—are currently more attractive than the U.S.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Guy Ertz, Deputy Global Chief Investment Officer, évoque l’importance stratégique des matières premières dans la construction d’un portefeuille d’investissement résilient et diversifié. ·       Actuellement, les investisseurs sont sous-exposés aux matières premières : les family offices mondiaux n’allouent que 1 % de leurs portefeuilles à cette classe d’actifs, malgré ses performa...

In this podcast, Edmund Shing, Global Chief Investment Officer discusses the strategic importance of commodities in building a resilient and diversified investment portfolio Despite strong performance this year, the portfolio allocation for  commodities remains very small compared to other asset classes. It has been always advised “not to put all your eggs in the same basket”, promoting diversific...

Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem, Investment Strategist, analyse pourquoi le lithium est un métal crucial aujourd’hui, ainsi que comment et pourquoi y investir.   Alors que le monde amorce sa transition vers une économie bas carbone, la demande en lithium s’envole. Ce métal stratégique est en effet un composant essentiel des batteries des véhicules électriques et des systèmes de...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.  discusses batteries and lithium.   Why is lithium a crucial metal today? Factors driving lithium demand growth in 2025 and beyond Why do we expect higher lithium prices in the coming months and years? Investing in lithium and li-on batteries Hosted on Ausha. See ausha.co/privacy-policy for more informa...

Edmund Shing, Global Chief Investment Officer, dévoile ses convictions pour septembre 2025 :   ·         Peut-on s’attendre à ce que la dynamique positive actuelle des marchés actions mondiaux se poursuive jusqu’à la fin de l’année ? ·         Les investisseurs particuliers s’emballent-ils face aux rendements positifs des actions et d’autres actifs comme les cryptomonnaies ? Y a-t-il un risque d’o...

Edmund Shing, Global Chief Investment Officer, unveils his convictions for September 2025 :   ·         Can we expect the current positive momentum in global stocks to continue until the end of the year?  ·         Are retail investors getting carried away by the positive returns from stocks and other assets like cryptocurrencies? Is there a risk of over-optimism at this point, especially in the U...

In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses the stock market performance in August. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer explore the economic impact of the EU–US trade deal, its influence on inflation, the likely response from central banks, and the consequences for equity markets.   ·         The economic impact of the deal : The agreement avoids a trade war and boosts European confidence, despite 15%...

Dans ce podcast, Jeremy Fasquelle et Guy Ertz, Deputy Global Chief Investment Officer, analysent l’impact économique de l’accord commercial entre l’UE et les États-Unis, son influence sur l’inflation, la réaction probable des banques centrales, ainsi que les conséquences pour les marchés actions.   L’impact économique de l’accord. L’accord permet d’éviter une guerre commerciale et renforce la conf...

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the outlook for precious metals, particularly gold, silver, and platinum, amid strong market performance and shifting macroeconomic conditions.   ·         Gold has surged over 65% since early 2024, but silver and platinum are now outperforming it year-to-date. ·         Silver could still gain up to 50% versus gold if the g...

Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem échangent sur les perspectives des métaux précieux, en particulier l’or, l’argent et le platine, dans un contexte de forte performance des marchés et d’évolution des conditions macroéconomiques.   ·         L’or a bondi de plus de 65 % depuis le début de 2024, mais l’argent et le platine le surpassent désormais en performance depuis le début de l’...

In this Podcast, Edmund Shing, Global Chief Investment Officer, unveils his investment strategy for July 2025. Middle East conflict drives up oil volatility  more than crude oil prices: the introduction of the US into this conflict raises the stakes for the global oil market and economy. However, the latest ceasefire has calmed oil prices, allowing global stocks to return close to all-time highs....

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, nous dévoile sa stratégie d'investissement pour le mois de juillet 2025 : Conflit au Moyen-Orient : la volatilité du pétrole s’envole plus que les prix du brut - l’implication des États-Unis dans le conflit accentue les tensions sur le marché pétrolier et pèse sur l’économie globale. Toutefois, le récent cessez-le-feu a permis une dét...

In this podcast, Edouard Desbonnets, Senior Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss recent fluctuations in the US dollar. Has the dollar lost its status as a safe-haven currency? What factors influence exchange rate forecasts? What is the long-term equilibrium value of the EUR/USD exchange rate? Hosted on Ausha. See ausha.co/privacy-policy for more info...

Dans ce podcast, Edouard Desbonnets, Senior Investment Strategist, et Guy Ertz, Deputy Global Chief Investment Officer, analysent les récentes fluctuations du dollar. Le dollar a-t-il perdu son statut de valeur refuge ? Quels sont les facteurs qui influencent les prévisions d'évolution des taux de change ? Quelle est la valeur d'équilibre à long terme du taux de change EUR/USD ? Hosted on Ausha. S...

Our investment strategists have highlighted four key themes to help navigate today’s uncertainty.   Europe Is Back Diversify Amidst Unprecedented Uncertainty The New Infrastructure Imperative The New Focus on living longer in good health Hosted on Ausha. See ausha.co/privacy-policy for more information.

Notre équipe de stratégistes nous dévoile quatre thèmes d'investissement afin de naviguer dans l'incertitude actuelle : L'Europe est de retour La diversification, votre meilleure alliée face à l'incertitude Infrastructures : un défi essentiel pour l'avenir Bien vieillir, un enjeu de société Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation. The fundamental backdrop for nuclear energy Growing demand but limited supply in Western economies AI & data centres: catalysts for nuclear energy A commodity at the centre of key geopolitical issues...

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, dévoile sa stratégie d'investissement pour juin 2025. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses about the US dollar's weakening situation and its beneficiaries. Four reasons for US dollar weakening Commodities and emerging markets stocks and bonds tend to benefit Australia and Canada: Commodity-heavy developed markets also favoured Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential disconnect between the stock market rebound and the risk of US economic growth slowing down.   Stock market rebound and economic reality : Despite a strong 20% rebound in US equities following tariff-related declines, survey data (consumer and business confidence) suggests a sharp slowdown in US economic growth...

Edmund Shing, Global Chief Investment Officer et Guy Ertz, Deputy Global Chief Investment Officer, discutent de la situation actuelle de l'économie suisse et de ses marchés financiers.  Focus sur la croissance économique et les perspectives concernant la devise suisse Quelles sont les actions mises en place par la Banque nationale suisse pour se protéger du risque de déflation et gérer la force de...