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
Dec 15, 2023 • 5min
Outlook 2024: Why we stay positive on Stocks and Corporate Credit
In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his outlook for 2024. · How far can inflation fall?· Lock in attractive bond and credit yields· Identify attractive regional stock markets· Are illiquid assets a good card to play?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Dec 1, 2023 • 4min
Podcast - Death to "higher for longer"
In this podcast Edmund Shing explains what is « Higher for Longer » and why is it now over.
• The context of interest rates and inflation
• The reasons for the recent fall in yields
• Reasons to stay positive on bonds Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 22, 2023 • 4min
Can we expect a year-end rally in the stock market?
The podcast discusses the potential for a year-end rally in stock markets and suggests reallocating investments from strong US stocks to other markets.
Nov 9, 2023 • 12min
How to invest sustainably without sacrificing performance ?
Edmund Shing, Chief Investment Officer at BNP Paribas Wealth Management, argues the case for investing sustainably based on academic research. 1) Does Investing sustainably cost investment performance over time? 2) Have the main sustainable themes outperformed? 3) The correlation between outperformance and better sustainable scores. 4) The two methods to build a sustainable index explained.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 9, 2023 • 10min
Comment investir de manière durable sans sacrifier la performance ?
Guy Ertz explique les avantages de l'investissement durable en terme de performance. 1) L’investissement durable coûte-t-il cher à la performance des investissements au fil du temps ? 2) Les principales thématiques durables ont-elles surperformé ? 3) La corrélation entre la surperformance et de meilleurs scores de durabilité Hosted on Ausha. See ausha.co/privacy-policy for more information.
Nov 3, 2023 • 7min
Five surprising facts about Gold
Discover surprising facts about gold, including its circulation, uses, recent buyers, annual mining, and popularity of buying gold via funds and ETFs.
Nov 3, 2023 • 7min
Cinq faits surprenants sur le metal or
Dans ce podcast, Jeremy fasquelle et Guy Ertz analysent les récents sommets du cours de l’or et donne 5 faits surprenants sur le métal jaune.
. Quelle est la quantité d’or en circulation aujourd’hui ?
. D’un point de vue usage, dans quel domaine l’utilisons-nous ?
. Qui sont les acheteurs d'or aujourd'hui ?
. Peut-on investir dans l’or via des fonds ou des ETF ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 30, 2023 • 5min
The recent fall in stock markets
Analyzing recent stock market corrections and the impact of increasing bond yields. Exploring the implications of rising bond yields on the stock market and reasons to remain optimistic amidst this environment.
Oct 19, 2023 • 7min
Quels sont les risques d'un scénario de stagflation comme dans les années 1970 ?
Jeremy Fasquelle et Guy Ertz échangent sur les risques d'un scénario de stagflation comme dans les années 1970.
• Quels sont les similitudes entre le contexte actuel et celui des années 1970 ?
• Quelles sont les différences ?
• Pourquoi nous pensons qu'une période prolongée de stagflation est désormais peu probable. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Oct 19, 2023 • 10min
What are the risks of a stagflation scenario as observed in the 1970's?
What are the risks of a stagflation scenario as observed in
the 1970's?
· What are the common factors,
comparing today to the 1970s?
· The current environment differs from
the 1970s in several ways - what are they?
· What are the risk factors to
consider in today's economic environment?
· Why we believe ultimately that a
sustained period of stagflation is unlikely now.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
