BNP Paribas Wealth Management

Investment Strategy podcast
undefined
Apr 17, 2024 • 10min

Summarising the current impact of Israel-Gaza-Iran tensions on financial markets

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/barrel already incorporates a substantial geopolitical risk premium, but which has not increased of late;Gold prices continue to rise towards $2400/ounce, but driven not by investor safe-haven demand, rather by central bank and Chinese consumer buying;Previous periods of regional conflict have had a surprisingly limited and short-term impact on global financial markets historically;Bigger impact on markets thus far has rather come from upside US inflation and growth surprises pushing US Treasury yields and US dollar higher, pressuring stock markets after a strong 6-month advance Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Apr 10, 2024 • 4min

Our investment strategy for April 2024

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 consider?Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Apr 10, 2024 • 4min

Notre stratégie d’investissement pour le mois d’avril 2024

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 investisseurs conservateurs, sur quelle classe d’actifs faut-il miser ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Apr 3, 2024 • 8min

Make a way for women investors

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 more information.
undefined
Mar 26, 2024 • 7min

Stock Markets are eating themselves

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 JapanFocus on share buybacksWhy do we continue to favour European banks?Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Mar 20, 2024 • 11min

L’or, un metal précieux pas comme les autres

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/privacy-policy for more information.
undefined
Mar 20, 2024 • 8min

Gold is much more than just a barbarous relic

Discover why it's a good time to buy gold and different ways investors can gain exposure. Learn which countries are accumulating gold, explore gold's stellar long-term performance, and consider other precious metals to invest in.
undefined
Mar 13, 2024 • 4min

Our Investment Strategy for March 2024

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 conservative investors still buy in stock markets? If so, where?Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Mar 13, 2024 • 5min

Notre stratégie d'investissement pour mars 2024

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'entreprises européennes ?Pour capter des rendements obligataires plus élevés, que pouvons-nous envisager ?Les investisseurs conservateurs peuvent-ils encore investir sur les marchés actions ? Si oui, où ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
undefined
Mar 11, 2024 • 8min

Know the essentials of trend-following

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app