BNP Paribas Wealth Management

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for May 2023.   Why do you think the US dollar is going to fall over the next 12 months?  What other currencies should benefit?  What are the consequences for global stocks?  What will be the impact on commodities?    Hosted on Ausha. See ausha.co/privacy-policy for more i...

  Dans ce podcast, Pascal Chrobocinski, Senior Alternatives Advisor, explique tous les avantages des fonds d'arbitrage de crédit long/short.      - Le contexte des marchés du crédit  - Le moment est-il venu d'inclure des obligations de bonne qualité dans un portefeuille ?   - Comment fonctionne une stratégie d'arbitrage de crédit ?  - Les avantages d'investir dans un fonds d'arbitrage de crédit lo...

  In this podcast, Edmund Shing, Global Chief Investment Officer, and Pascal Chrobocinski, Senior Alternatives Advisor, explain everything you need to know about long-short credit arbitrage funds.      - The context for credit markets  - Is now a good time to include good quality bonds in a portfolio?  - How exactly do funds execute a credit arbitrage strategy?  - The benefits of investing in a lo...

In this podcast Edmund Shing gives a crash course in money market funds.  ·         Definition of money markets ·         Advantages today ·         Why is this “deposit flight” happening now and will it continue? ·         Will this contribute to ongoing stress in the US banking system? ·         Geographical comparison between the US and Europe  Hosted on Ausha. See ausha.co/privacy-policy for m...

Dans ce podcast, Edouard Desbonnets, Senior Investment Strategist, explique le fonctionnement et le rôle des fonds monétaires. • Qu’est-ce qu’un fonds monétaire ? • Quels sont ses avantages ? • Pourquoi la « fuite des dépôts » a-t-elle lieu maintenant et va-t-elle se poursuivre ? • En quoi les fonds monétaires contribuent au “stress bancaire” actuel ? • Comparaison géographique entre les États-Uni...

 Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade credits.      Hosted on Ausha. See au...

Edouard Desbonnets, Senior Investment Strategist, et Guy Ertz, Chief Investment Advisor, discutent des évènements qui ont secoué le système bancaire et leur conséquences sur l'économie mondiale. • Le contexte • Les événements qui ont mené au stress bancaire • Les impacts économiques • Recommandations d'investissement  Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Unravelling the impacts of the banking stress on the economy  Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Chief Investment Advisor, discuss the events leading to the banking stress and the ensuing impact.  · The background  · The events contributing to the banking stress  · The economic impact  · Investment recommendations   Hosted on Ausha. See ausha.co/privacy-policy for more i...

 While the narrative currently is about the path of US interest rates, how deep will the recession be and global banking issues, China stands out as being out of synch in its economic cycle with rest of the world.   This is important for portfolio construction. In short, economic policy is easing not tightening and domestic reopening only to be felt this year.   Hosted on Ausha. See ausha.co/priva...

Edmund Shing, dévoile sa stratégie d'investissement pour le mois d' avril 2023 :   1. La crise bancaire est-elle terminée ?  2. Une récession aux États-Unis est-elle prévue cette année ?  3. Quelle classe d’actifs pourraient tirer parti du stress bancaire ?       Hosted on Ausha. See ausha.co/privacy-policy for more information.

Today, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for April 2023.    1) Is the banking crisis over?  2) Do you forecast a recession both in the US and Europe this year?  3) What asset class could benefit from the banking stress?   Hosted on Ausha. See ausha.co/privacy-policy for more information.

 As the contrarian call to upgrade European equities last year has worked extremely well +15% ytd (double the return of China where we remain overweight), lets revisit another equity market that is not focused on much by global investors: Japan.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Isabelle Enos parle des événements entourant l'OPEP + et l'annonce surprise de réduction des quotas de production. Les faits Le prix du pétrole brut Tensions politiques Quelles sont vos prévisions pour les 12 mois à venir pour le pétrole ? Quelle est votre opinion sur les matières premières en tant que classe d'actifs ?  Hosted on Ausha. See ausha.co/privacy-policy for more inform...

 In this podcast, Edmund Shing, Global Chief Investment Officer, talks about events surrounding OPEC+ and the surprise announcement     The facts  The crude oil price  Political tensions  What is your 12-month forecast for oil?  What is your current view on Commodities as an asset class?   Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Dans ce podcast, Isabelle Enos explique pourquoi nous restons Positif sur les actions, malgré les récentes tensions bancaires aux États-Unis et en Europe.    Hosted on Ausha. See ausha.co/privacy-policy for more information.

 In this podcast Edmund Shing, Global Chief Investment Officer of Wealth Management talks about why he is still positive on equities, despite the recent banking stresses both in the US and in Europe.      · March : all about the Banks  · How stock markets are surprisingly resilient despite banking stress  · What are the silver linings to the banking stress cloud?  · A Fed pause can be good for sto...

 Edmund Shing, Global Chief Investment Officer of BNP Paribas discusses what has been happening in the economy and the financial markets over the last few days.   · What is the fallout from this current banking stress?   · Will there be a US recession?  · What’s been happening in bond markets?  · What about stock markets?  · Is this banking stress over?   · Why BNP Paribas is not changing its stra...

Tech start-ups have been hammered by the Fed’s aggressive rate hikes. SVB, with its tech-heavy depositor base (concentration risk), saw withdrawal of money and triggered a bank run. SVB had to realize losses from its large holdings of long duration Treasuries (mismatch in assets and liabilities) that built up when yields were at very low levels given prior years of super-strong deposit growth  (bl...

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2023. 1.       Is inflation rebounding, and if so, does this challenge our view of lower inflation throughout 2023? 2.       Why are short-term Euro government bonds a good investment today? 3.       Are stock markets about to fall again after rebounding since Oc...

Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de mars 2023. 1. Assiste-t-on à un rebond de l'inflation ? Cela remet-il en question notre vision d'un recul de l'inflation en 2023 ? 2. Pourquoi les emprunts d'État européens à court terme sont-ils actuellement attractifs ? 3. Les marchés boursiers sont-ils sur le poin...

Edouard Desbonnets répond à la question suivante : « Avons-nous tort d'anticiper une baisse des taux d'inflation au cours des prochains mois ?  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing asks the question: “Are we wrong to expect inflation rates to decline over the next few months to more “normal” levels?”    Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Edmund Shing, Global Chief Investment Officer of Wealth Management explains the context of the all-time stock highs in UK and French stock market indices      Despite the negative factors, why are we seeing a stock rally now?  What are the underlying drivers for this surprising strength?  What sectors have propelled the FTSE 100 and the CAC 40 to new highs?  6 reasons to stay positive on Equities...

 Edmund Shing analyse les raisons des plus hauts historiquesdes indices boursiers anglais et français.   - Malgré les risques, pourquoi les actions sont-elles désormais orientées à la hausse ?  - Quels sont les facteurs sous-jacents à cette vigueur surprenante ?  - Quels secteurs ont propulsé le FTSE 100 et le CAC 40 à de nouveaux sommets ?  - 6 raisons de rester optimistes à l'égard des actions s...

Listen our markets news from Asia.   As the first central bank that lead the move to negative rates, QE, and central bank intervention under BOJ governor Kuroda is impending retirement is truly an end of an era. With his coming retirement the appointment of Professor Kazuo Ueda was a surprise.  Keep in BOJ policy matters as they are the last bastion of the carry trade, Japan is the largest investo...