BNP Paribas Wealth Management

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543

Latest episode

Jun 2026

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About the show

Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learn some 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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60 recent

June 10, 20267 min

Notre stratégie d'investissement pour juin 2026

Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026.La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de correction est-il désormais sous-estimé par les marchés ?Quel équilibre se dessine pour les hyperscalers et plus largement pour l’écosystèmes tech ?Quelle stratégie adopter pour les investisseurs exposés au S&P 500, au Nasdaq, au marché émergent ou aux valeurs technologiques ?Où subsistent encore des opportunités de valorisation attractives ?Quels sont les trois grands axes d'investissement permettant de capter la dynamique structurelle liée à l'essor de l'intelligence artificielle ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

June 10, 20269 min

Our Investment Strategy for June 2026

In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?The European tech sector has also caught AI fever, up 28% this year. Where can we find cheap tech stocks now?What 3 themes can we invest in to ride the AI investment wave?Hosted on Ausha. See ausha.co/privacy-policy for more information.

June 3, 20266 min

The Nasdaq is not the only game in town

In today’s podcast, Edmund Shing, Global Chief Investment Officer, discusses the technology sector and gives some investment ideas. What factors have fuelled the Nasdaq’s stunning 21% YTD performance? How are S&P500 ex-technology stocks faring? Which regional markets are outperforming US tech? A few investment ideas Hosted on Ausha. See ausha.co/privacy-policy for more information.

May 22, 20266 min

Is now a good time to invest in bonds?

In this podcast, Edmund discusses how oil-driven inflation and geopolitical risks are reshaping bond markets and creating opportunities for investors.Oil prices surge due to Strait of Hormuz closure and conflict impactsInflation rises globally, with CPI and PPI readings in the US exceeding expectationsBond yields climb as real yields increase, pressuring equity marketsBonds offer attractive yields, making them a potential investment opportunityHosted on Ausha. See ausha.co/privacy-policy for more information.

May 12, 20267 min

Notre stratégie d'investissement pour mai 2026

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour mai 2026.Pourquoi les marchés actions sont-ils revenus sur leurs plus hauts alors que les prix du pétrole restent aussi élevés ?Quelle est l'ampleur réelle de la destruction de la demande pétrolière et quel impact pour l'économie mondiale ?Dans un contexte de folie autour de l'intelligence artificielle, comment investir dans cette thématique aujourd’hui ?Les banques centrales vont-elles relever leur taux d'intérêt à court terme ?Quelles sont les trois idées d'investissement les plus convaincantes actuellement ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

May 12, 20268 min

Our Investment Strategy for May 2026

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026.Why are stocks back at their highs while oil prices remain elevated?How bad is oil demand destruction, Edmund, and how is this impacting the global economy?Amidst AI investment euphoria, how can we participate in the AI theme?Will we see higher central bank interest rates soon?What are three high-conviction investment ideas currently?Hosted on Ausha. See ausha.co/privacy-policy for more information.

April 30, 20267 min

Matières premières : à la recherche d’un point d’entrée

Dans ce podcast, Hiba Mouallem, Investment Strategist, partage sa vision à long terme des matières premières. Pourquoi les matières premières restent-elles une classe d'actifs singulière ?Pourquoi les matières premières ne sont-elles pas un investissement à long terme de type "buy and hold" ?Les moteurs des supercycles des matières premièresQuatre événements ayant soutenu la tendance haussière actuelleQuelles matières premières offrent un potentiel de hausse supplémentaire, et pourquoi ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

April 30, 20266 min

Look for an entry point in commodities

In this podcast, Edmund Shing, Global Chief Investment Officer, shares his long view of commodities. Why do commodities remain a very attractive asset class? Why are commodities not a long-term buy and hold investment? Drivers of the commodity supercycles Four events that have supported the current uptrend Which commodities offer further upside potential, and why? Hosted on Ausha. See ausha.co/privacy-policy for more information.

April 22, 202612 min

Le conflit en Iran ravive les risques sur l’inflation et la dette

Guy Ertz, Deputy Global CIO, et Hiba Mouallem, investment strategist chez BNP Paribas Wealth Management, reviennent sur le risque de stagflation, exacerbé par la guerre en Iran. Qu’est-ce que la stagflation, et pourquoi constitue-t-elle un risque ?Notre scénario central pour la croissance et l’inflationComment les gouvernements peuvent-ils maîtriser l’augmentation de la dette publique sans sacrifier la croissance ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

April 22, 202610 min

Iran conflict reignites debt and inflation risks

In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, discuss stagflation, the primary risk associated with the Iran War. What is stagflation and why is it a risk today?Our base-case scenario for growth and inflationHow can governments stem the rise in public debt without jeopardising growth?Hosted on Ausha. See ausha.co/privacy-policy for more information.