BNP Paribas Wealth Management

Jeremy Fasquelle et Guy Ertz, Deputy Chief Investment Officer, échangent autour du secteur automobile européen. Pourquoi nous sommes toujours négatifs sur le secteur automobile européen ? Accélérer la transition vers des véhicules zéro émission d'ici 2035 Les voitures européennes finiront-elles par revenir dans la course ? Où investir dans le secteur automobile ? Hosted on Ausha. See ausha.co/priv...

Dans ce deuxième volet, Jeremy Fasquelle et Pascal Chrobocinski, Senior Hedge Fund Advisor, échangent autour des stratégies event-driven et d’arbitrage M&A. ·         Les autres types de transactions Event-Driven . Quelles sont les situations spéciales, les “Soft Events” et leurs implémentations ·         Qu'en est-il  des stratégies « event-driven » sur le crédit ? ·         Pourquoi avez-vou...

Dans ce premier volet, Jeremy Fasquelle et Pascal Chrobocinski, Senior Hedge Fund Advisor, échangent autour des stratégies event-driven et d’arbitrage M&A. ·          Qu’est-ce qu’une stratégie event-driven ? ·         Pourquoi des inefficacités de valorisation peuvent se produire ? ·         Quels sont les différents types de stratégies event-driven ·         Qu’est ce que la stratégie “Merge...

In this second episode, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies. ·         The other types or event-driven trades? ·         What are the Special Situations and the Soft Events and their implementations? ·         What about event-driven strategies in...

In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies. ·         What are event-driven strategies within hedge funds? ·         Why do pricing inefficiencies occur around corporate events? ·         What are the different types of...

Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.   A bumpy road:  why we are still negative on the European auto sector Accelerating the transition towards zero-emission vehicles by 2035 Will European cars eventually get back in the race? Where to invest within the auto sect...

In this podcast, Edmund Shing discusses crises and how the stock markets respond. ·         Historical stock market reactions ·         Why are investors scared of investing in difficult times? ·         Lessons in crises ·         Unexpected uncertainty vs. expected uncertainty 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 octobre 2024 Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, unveils his investment strategy for October 2024. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer discuss recent trends in employment and unemployment, focusing on central banks roles.   Unemployment dropped sharply after the 2009 financial crisis but saw a brief rise during Covid-19, followed by mutlidecade lows in 2022. Wage growth surged as unemployment hit critical low levels leading...

In this podcast, Guy Ertz, Deputy Global CIO and Édouard Desbonnets, Senior Investment Strategist, discuss about the recent rate cuts: Why the recent Fed rate cut was bigger than expected What we think the Fed will do next and where the US 10-year yield might go Which assets could benefit from the rate-cutting cycle Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Guy Ertz, Deputy Global CIO et Édouard Desbonnets, Senior Investment Strategist, discutent de la récente baisse des taux de la FED : Pourquoi la récente baisse des taux de la Fed état plus importante que prévu Nos prévisions sur les prochaines décisions de la Fed et l’évolution possible du taux à 10 ans Quels actifs pourraient bénéficier du cycle de baisse des taux directeurs Host...

Dans ce podcast, Jeremy Fasquelle et Isabelle Enos, Responsable Stratégie Marchés, échangent sur les opportunités d'investissement dans l'assurance.   Qu’est-ce qui détermine la rentabilité des compagnies d’assurance ? Quels facteurs expliquent la surperformance des actions du secteur Cette performance va-t-elle continuer ? Les opportunités d'investissement Hosted on Ausha. See ausha.co/privacy-po...

Charlotte de Kerpoisson and Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discuss investment opportunities in insurance.   What drives profitability at insurance companies? What factors are driving stock outperformance by insurers? Will this performance continue to rise? Investment opportunities Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, explains the impact of lower interest rates on financial markets. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer:    Global disinflation continues, UK, US and European central banks to cut rates Q2 earnings season has generally been strong, particularly for our favoured Banks and Healthcare sectors Fed rate cut cycle should benefit Gold, which remains close to its all-time high Hosted o...

We are pleased to announce the update of our investment themes for the remainder of 2024, developed by our team of investment strategy experts.   In a geopolitical context dominated by conflict and numerous elections, uncertainty is weighing on growth and investors remain glued to central banks ahead of further key rate cuts. To equip you to navigate this complex landscape during the second half o...

Nous avons le plaisir de vous annoncer la mise à jour de nos thèmes d’investissement pour la suite de l’année 2024, élaborée par notre équipe d’experts en stratégie d’investissement.   Dans un contexte géopolitique marqué par les conflits et les nombreuses échéances électorales, les incertitudes planent sur la croissance et les yeux des investisseurs vont rester braqués sur les banques centrales d...

In this podcast, Edmund Shing, Global Chief Investment Officer, unveils his market outlook for the rest of 2024.   Slower US growth in prospect, but lower inflation too European economic growth rebounds on better consumption Coordinated central bank rate-cutting cycle in view Liquidity, financial conditions and earnings growth supports global stocks Interest rate cuts and continued buying boosts g...

Dans ce podcast, Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management, dévoile sa stratégie d’investissement pour le mois de juillet 2024. 1. La vague d’inflation mondiale est-elle enfin derrière nous ? Pourquoi se modère-t-elle enfin ? 2. Sommes-nous entrés dans un nouveau cycle de réduction des taux à l’échelle mondiale ? 3. Les obligations bénéficieront-elles des baiss...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for July 2024. 1.      Is the global inflation wave finally behind us and why is inflation finally moderating? 2.      Are we entering a new global rate-cutting cycle? 3.      Will bonds benefit after a flat start to this year? 4.      What other asset classes might also b...

Edmund SHING gives an update on financial market performance over the first half of 2024, both what has worked well and what has not worked so well. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Our 2024 Investment Themes Mid-Year Update In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, unveil the mid-year update of their 2024 Investment Themes.   Appealing deep value opportunities amid a bull market.  Despite strong gains in equity and other asset markets both in 2023 and this year to date, cheap asset classes and regions offers...

Dans ce podcast, Guy Ertz, Deputy Chief Investment Officer, et Edouard Desbonnets, Senior Investment Strategist, dressent un état des lieux de la dynamique des obligations d’entreprises Investment Grade. Comment les obligations d'entreprises IG ont-elles réagi aux événements politiques français ? Le marché primaire a-t-il été gelé ? Le moment est-il venu d'investir ? Les fondamentaux sont-ils soli...

In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.   How did IG corporates react to French political events? Has the primary market been frozen? Is the time to invest? Are fundamentals sound? Hosted on Ausha. See ausha.co/privacy-policy for more information.