BNP Paribas Wealth Management
Investment Strategy podcast
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.
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.
Episodes
Mentioned books
Mar 11, 2024 • 8min
Ce qu’il faut savoir sur le suivi de tendance
Pascal Chrobocinski, Analyste Senior de Hedge Funds chez BNP Paribas Wealth Management, explique la stratégie de suivi de tendance. Définition du suivi de tendance Les investisseurs peuvent-ils bénéficier des tendances à la hausse et à la baisse des prix ? Comment les CTA gagnent-ils de l’argent ? Comment les stratégies CTA améliorent-elles la diversification du portefeuille ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Mar 1, 2024 • 11min
Today is not like the 2000 dot com bubble
Delving into the AI-fuelled stock market rally today and the dot com bubble of 2000, focusing on soaring valuations of tech giants like Nvidia, Microsoft, Apple, Amazon, and Tesla. Contrasting tech stock performance, earnings forecasts, and valuations between the two eras, highlighting the positive outlook for major players in semiconductors and AI sectors. Analyzing the market speculation around AI's transformative potential and the need for cautious optimism amidst the current exuberant climate.
Feb 15, 2024 • 5min
Our investment strategy for February 2024
Global Chief Investment Officer of BNP Paribas Wealth Management, Edmund Shing, discusses underpriced geopolitical risks, potential Fed rate cuts, bond and stock market opportunities, and investing in smart grid infrastructure for energy transition.
Feb 5, 2024 • 6min
Are US stocks the only game in town?
An analysis of the US stock market's performance and drivers over the last decade, discussing factors like dividends, earnings growth, and valuation. There is exploration of mega-cap technology stocks, their earnings growth, valuation multiples, and potential rotation opportunities.
Jan 25, 2024 • 5min
Buy New Highs
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses his convictions for buying when the markets are high. • Is it a good time to buy stocks today?• The context • The 52-week strategy explained • Why Japan?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Jan 17, 2024 • 4min
Notre stratégie d'investissement pour janvier 2024
1) Une inflation plus faible signifie-t-elle une baisse des taux d’intérêt des banques centrales ? 2) Après une fin d’année en force sur les marchés boursiers, peut-on s’attendre à un scénario similaire en 2024 ? 3) L’or a augmenté de 13 % en 2023, peut-on s’attendre à ce que ce rallye se poursuive ? 4) Quelles sont nos 4 principales recommandations pour 2024 ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Jan 17, 2024 • 4min
Our investment strategy for January 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2024. 1) Does lower inflation mean lower central bank interest rates?2) After a strong end to 2023 in stock markets, can we expect the same in 2024? 3) Gold rose 13% in 2023, can we expect this rally to continue? 4) What are your 4 top recommendations for 2024?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Jan 12, 2024 • 6min
Retour au calme après le rallye de fin d'année
• Rebond spectaculaire des actions, des obligations et du metal or depuis les plus bas d'octobre 2023• Vente massive de début janvier• Que peut-on attendre des marchés actions en 2024 ?• Trois idées d’investissement dans l’environnement actuelHosted on Ausha. See ausha.co/privacy-policy for more information.
Jan 12, 2024 • 7min
Cooling off after a year-end sprint
Stellar recovery in stocks, bonds and gold; January sell-off; Expectations for equity markets in 2024; Attractive investment opportunities in Eurozone banks, European and US value funds, and Latin American stocks.
Dec 15, 2023 • 8min
Perspectives 2024 : pourquoi nous restons positifs sur les actions et les crédits aux entreprises ?
Dans ce podcast, Guy Ertz, Chief Investment Advisor de BNP Paribas Wealth Management donne ses perspectives pour 2024.• Jusqu'où l'inflation peut-elle baisser ?• Bénéficiez de rendements obligataires et de crédit attractifs• Identifier les zones géorgaphiques attractives.• Les actifs illiquides sont-ils une bonne carte à jouer ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
