Implementing a Simple Monthly Investment Strategy

In this podcast, Edmund Shing, Global Chief Investment Officer, BNP Paribas Wealth Management, explains a simple investing system that investors can execute themselves on a monthly basis and that has very encouraging long-term results.

• How does the system determine whether to invest in stocks or bonds at the end of each month?

• What were the average annual returns and risk characteristics of this system compared with a buy-and-hold strategy for the S&P 500 between 1972 and 2019?

• Performance of this investment strategy perform when applied to foreign stocks and gold.

• What are the specific recommendations for the month of May based on this system for US stocks, foreign stocks, and gold?

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