BNP Paribas Wealth Management

In this podcast, Edmund Shing, Global Chief Investment Officer and Philippe Gijsels, Chief Investment Advisor at BNP Paribas Fortis Belgium, discuss investment opportunities and unloved stock markets.   European mid/small-caps should benefit from a cyclical upturn in manufacturing and the European consumption in the context of lower inflation and lower interest rates. While European financials hav...

Dans ce podcast, Edmund Shing et Xavier Timmermans discutent des récents niveaux élevés de cuivre et de leur haut potentiel de valeur. Le cuivre est crucial dans divers secteurs, notamment l'électronique, le logement, le transport, la défense et la transition énergétique, ce qui en fait un produit essentiel dans l'économie moderne. L'offre mondiale de cuivre est limitée alors que la demande augmen...

In this podcast, Edmund Shing and Xavier Timmermans discuss the recent copper high levels and their high value potential Copper is crucial in various sectors, including electronics, housing, electrical transmission, defense, and the energy transition, making it a vital commodity in the modern economy. The global supply of copper is limited while demand is growing, leading to persistent supply/dema...

In this podcast, Prashant Bhayani shares with Dannel Low from the Asia CIO team the latest update on China, addressing the following questions:   ■ How real is the Chinese economic recovery? ■ What are the stimulus measures announced during the recent politburo statement and the implications for the market? ■ Have there been more property measures rolled out lately and how effective are they? When...

In this podcast, Edmund Shing and Guy Ertz discuss the potential for equity markets to rise despite high valuations, considering economic trend and market factors. The US economy is intentionaly slowing to control inflation, while Europe’s economy is accelerating as intended by central bank policies The ECB will cut rates in June with the Fed following later this year High Valuations are concentra...

Dans ce podcast, Guy Ertz, Chief Investment Advisor et Édouard Desbonnets, Senior Investment Strategist chez BNP Paribas Wealth Management, comparent les performances du Cash et des marchés actions : 1990-2020 : la plupart des actions individuelles n’ont pas battu le cash ! Alors que les marchés boursiers ont largement surperformé les obligations et les liquidités Très peu d’actions très performan...

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, compares stocks and cash performance : 1990-2020: most individual stocks did not beat cash! While stock markets outperformed bonds and cash by a long way Very few super-performing stocks create this long-term stock market outperformance These stocks come from many sectors, including Healthcare, Tech an...

Dans ce podcast, Edmund Shing, Global CIO de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de mai 2024.     Toute l’attention se focalise sur l'évolution des taux d'intérêt des banques centrales en 2024. Mais ces taux d'intérêt sont-ils vraiment si importants pour l'économie mondiale ? Quelle a été l'évolution de ces taux à long terme depuis le début de l'année e...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his investment strategy for May 2024. There is a huge focus on how central bank interest rates will change over 2024, but are these interest rates really so important to the global economy? How have these long-term interest rates changed since the beginning of the year and what has their impact...

In this podcast Edmund Shing, Global Chief Investment Officer, talks about what is driving the stock markets higher, particularly Emerging Markets. How have Emerging Markets fared in recent years? Why are Emerging Markets now in favour? When you buy Emerging Markets, what are you actually buying? China remains the big question for EM Hosted on Ausha. See ausha.co/privacy-policy for more informatio...

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management unveils his opinion about electricity transmission infrastructure : ·         Why is investment in smart grid infrastructure growing? ·         Two mega themes in the US, Europe and China ·         No transition without transmission ·         How to invest in this theme? Hosted on Ausha. See ausha.co/pr...

Edmund Shing, Chief Investment Officer, et Guy Ertz, Deputy Chief Investment Officer, chez BNP Paribas Wealth Management, discutent de l'impact de l'escalade des tensions géopolitiques au Moyen-Orient. Les tensions entre Israël et Gaza sont évidentes depuis octobre 2023, donc ce n'est pas une situation nouvelle. Les efforts diplomatiques mondiaux se sont intensifiés pour éviter une escalade des te...

Edmund Shing, Chief Investment Officer and Guy Ertz, Chief Investment Advisor, at BNP Paribas Wealth Management, discuss the impact of escalating geopolitical tensions in the Middle East.   Israel-Gaza tensions have been evident since October 2023, so not a new situation; Global diplomatic efforts have intensified in an effort to avoid escalation of tensions; Brent crude oil price around $90/barre...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his investment strategy for April 2024. 1)      With global stocks at all-time highs, should investors still buy stocks? 2)      Which regions and segments of stock markets do you favour today? 3)      Which asset classes do you like? 4)      Which asset classes could conservative investors cons...

Aujourd'hui Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois d’avril 2024. 1) Avec des marchés boursiers au plus haut, pouvons-nous encore acheter des actions ? 2) Quels segments ou régions de marchés boursiers privilégier aujourd'hui ? 3) Quelles autres classes d’actifs pouvons-nous considérer ? 4) Pour les investiss...

In this podcast Edmund, Charlotte and Isabelle discuss women investors.       . Why do women make better investors? ·         What obstacles stop women from investing? ·         What is the market potential for women? ·         What is the financial industry doing to attract women? ·         What financial products/solutions do women tend to like? Hosted on Ausha. See ausha.co/privacy-policy for m...

Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management discusses the factors that are driving stock markets higher. If retail and institutional investors are not massively buying stocks, who is? Performance of large-caps vs small-caps in the US, Europe and Japan Focus on share buybacks Why do we continue to favour European banks? Hosted on Ausha. See ausha.co/privacy-policy for mo...

Dans ce podcast, Guy Ertz, Chief Investment Advisor nous dévoile son avis sur l'or. •       Pourquoi est-ce le bon moment pour acheter de l'or ? •       Outre à travers les lingots, comment s'exposer au métal jaune ? •       Principaux pays producteurs d’or •       Une performance exceptionnelle à long terme •       Quels autres métaux précieux sont à considérer ? Hosted on Ausha. See ausha.co/pri...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his opinion on gold. .         Why is it a good time to buy gold? ·         Apart from gold bars, how can investors gain exposure? ·         Main countries accumulating gold ·         A stellar long-term performance ·         What other precious metals to consider? Hosted on Ausha. See ausha.co/p...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2024. With global stocks at the top level, should investors still buy stocks? When can we expect the Fed and ECB to cut rates? Should conversative investors look to European corporate bonds? For higher yields in bonds, what other areas could we consider? Can cons...

Dans ce podcast Edmund Shing, Global Chief Investment Officer chez BNP Paribas Wealth Management nous dévoile sa stratégie d'investissement pour le mois de mars 2024. Avec des marchés boursiers au plus haut niveau, pouvons-nous encore acheter des actions ? Quand est-ce que la Fed et la BCE vont diminuer leurs taux ? Les investisseurs conservateurs devraient-ils investir dans des obligations d'entr...

Pascal Chrobocinski, Senior Hedge Fund Analyst at BNP Paribas Wealth Management, talks about the trend-following strategy. Definition of trend-following. Can investors benefit from rising and falling trends in prices? How do CTAs make money? How do CTA strategies improve portfolio diversification? Hosted on Ausha. See ausha.co/privacy-policy for more information.

Pascal Chrobocinski, Analyste Senior de Hedge Funds chez BNP Paribas Wealth Management, explique la stratégie de suivi de tendance. Définition du suivi de tendance Les investisseurs peuvent-ils bénéficier des tendances à la hausse et à la baisse des prix ? Comment les CTA gagnent-ils de l’argent ? Comment les stratégies CTA améliorent-elles la diversification du portefeuille ? Hosted on Ausha. See...

Edmund Shing explains the similarities and differences between today's AI-fuelled stock market rally and the last tech-based dot com bubble (and bust) of the Year 2000. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for February 2024.   1)      Are the geopolitical risks currently underpriced in the markets? 2)      Can the Fed really cut rates six times this year? 3)      Is it too late to buy bonds? 4)      Should we still buy stocks at all-time highs? 5)      What is your key focus...