BNP Paribas Wealth Management

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Episodes

561

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Oct 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

October 22, 20268 min

Perspectives économiques du FMI : la résilience au premier plan

Dans ce podcast, Jeremy Fasquelle et Guy Ertz reviennent sur les dernières perspectives économiques mondiales du FMI et analysent les principales forces qui façonnent l’économie mondiale et les marchés financiers : Une croissance mondiale résiliente , soutenue par les investissements dans l’IA, les infrastructures et la défense. Les perspectives d’inflation , alors que l’IA alimente les tensions sur les prix à court terme mais pourrait avoir des effets désinflationnistes à plus long terme. Les principaux risques , des tensions géopolitiques et énergétiques à un possible retournement du cycle de l’IA et aux inquiétudes liées à la soutenabilité de la dette. Les banques centrales et les marchés obligataires , avec un focus sur l’évolution des taux directeurs, des rendements souverains et les opportunités d’investissement. Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 22, 20268 min

IMF Global Outlook: Resilience in Focus

IMF Global Outlook: Resilience in Focus In this podcast, Jeremy Fasquelle and Guy Ertz discuss the latest IMF Global Economic Outlook and look at the key forces shaping the global economy and financial markets: Resilient global growth, supported by investment in AI, infrastructure and defence. Inflation dynamics, as AI adds to price pressures in the short term but could prove disinflationary over the longer term. Key risks, from geopolitical and energy-market tensions to a potential AI bust and debt sustainability concerns. Central banks and bond markets, with a focus on interest rates, government bond yields and investment opportunities. Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 19, 20264 min

Investment Strategy October 2026: Entering the Bond Buy Zone

Edmund Shing, Global Chief Investment Officer discuss our investment strategy for October 2026 1) Bond yields have surged 2) A normalisation, but not necessarily a new regime 3) What we like in this scenario Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 9, 202614 min

Why UK Stocks are Defying the Odds?

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks. Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 9, 20267 min

Reaping the benefits of the Agribusiness

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the agribusiness, look at why it’s important, and outline the reasons for investing in this hot sector today. Agribusiness is emerging as one of the most compelling long-term investment themes within the real economy. Spanning the entire agricultural value chain, from crop production and farming inputs to food processing and distribution, the sector is benefiting from a combination of structural demand growth and tighter global supply conditions. Geopolitical tensions have disrupted agricultural markets in recent years, pushing up the prices of key commodities such as wheat, corn and soybeans, while also increasing the cost of essential inputs including fertilisers. At the same time, industry consolidation has strengthened the competitive position and profitability of leading agribusiness companies. Looking ahead, the sector stands to benefit from powerful secular trends. Farmland remains a scarce resource, global food demand continues to rise, and growing middle-class populations are driving increased consumption of higher-value food products. Against a backdrop of persistent inflation and renewed investor interest in real assets, agribusiness offers a differentiated source of long-term growth and diversification. Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 8, 202612 min

Outlook update on policy rates and bond yields

In this podcast, Edmund Shing and Guy Ertz discuss the recent surge in central bank rate expectations and long-term bond yields, and assess the implications for investors. Hosted on Ausha. See ausha.co/privacy-policy for more information.

September 17, 20266 min

Our Investment Strategy for September 2026

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026. Hosted on Ausha. See ausha.co/privacy-policy for more information.

September 17, 20260 min

Le retour des préoccupations budgétaires et politiques en France

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés analyse la situation française, son paysage politique, l'augmentation de la dette publique ainsi que les conséquences pour les marchés financiers et les investisseurs. · Quels sont les principaux facteurs qui alimentent ces inquiétudes et contribuent à la hausse des rendements obligataires français ? · Comment les marchés financiers réagissent-ils à ce ralentissement économique ? · Les marchés sur-réagissent-ils à ces sondages d'opinion ? La France peut-elle préserver ses notations de crédit ? Hosted on Ausha. See ausha.co/privacy-policy for more information.

September 9, 202610 min

French budget and political concerns return

French bond yields are rising due to escalating concerns over France’s economic growth and its debt sustainability. In this podcast, Edmund Shing, Global Chief Investment Officer spotlights France, its political scene, mounting debt and the impact on financial markets and investors. What are the main factors fuelling these concerns and driving up French bond yields? How are financial markets reacting to this economic slowdown? Are the markets overreacting to these opinion polls? Can France preserve its credit ratings? Hosted on Ausha. See ausha.co/privacy-policy for more information.

July 30, 202613 min

Why investors should not ignore commodities

In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities? Will the commodity supercycle continue? How are energy-importing regions investing to become more self-sufficient in energy? Main reasons for investing in this space Risks to this theme Hosted on Ausha. See ausha.co/privacy-policy for more information.

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