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
May 25, 2023 • 12min
The US debt ceiling: the final countdown
Edouard Desbonnets and Guy Ertz discuss the debt ceiling in the US
Is 1 June a scary date?
Can the American President really invoke the 14th amendment?
Why are CDS prices so high but the probability of the US default is not?
Why is the T-bill dislocated?
Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 22, 2023 • 3min
Japan: Land of the Rising Stock Market
Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 17, 2023 • 6min
Pourquoi l'inflation alimentaire devrait-elle s'atténuer ?
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés, parle des prix alimentaires dans le contexte d'inflation élevée de la zone euro
• Pourquoi l'inflation des prix alimentaires va-t-elle bientôt s'estomper ?
• Les efforts des gouvernements européens pour limiter l'inflation alimentaire
• Les gagnants de l'inflation des prix alimentaires
• Part de marché et cours de l'action
. Modification du comportement des consommateurs Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 17, 2023 • 6min
Why is food inflation expected to ease?
In this
podcast, Edmund Shing, Global Chief Investment Officer talks about food prices
in the context of high inflation in the euro area.
· Why is food price inflation going to fade soon?
· The efforts of European governments to limit food inflation
· The winners from food price inflation
· Market share and share price
· Shifting consumer behaviour Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 11, 2023 • 5min
Notre stratégie d'investissement pour mai 2023
Dans ce podcast Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth
Management dévoile sa stratégie d'investissement pour mai 2023.
Pourquoi pensez-vous que le dollar américain va baisser au cours des 12 prochains
mois ?
Quelles autres devises devraient bénéficier de cette baisse ? Quelles sont les consequences de cette baisse ?Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 11, 2023 • 5min
Our investment strategy for may 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth
Management unveils his investment strategy for May 2023.
Why do you think the US dollar is going to fall over the next 12 months?
What other currencies should benefit?
What are the consequences for global stocks?
What will be the impact on commodities? Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 4, 2023 • 7min
Rechercher les meilleures performances dans les stratégies d'arbitrage crédit long/short
Dans ce podcast, Pascal Chrobocinski, Senior Alternatives Advisor,
explique tous les avantages des fonds d'arbitrage de crédit long/short.
- Le contexte des marchés du crédit
- Le moment est-il venu d'inclure des obligations de bonne qualité
dans un portefeuille ?
- Comment fonctionne une stratégie d'arbitrage de crédit ?
- Les avantages d'investir dans un fonds d'arbitrage
de crédit long/short Hosted on Ausha. See ausha.co/privacy-policy for more information.
May 4, 2023 • 11min
Hunting for better risk-adjusted returns in long/short credit arbitrage strategies
In this podcast, Edmund Shing, Global Chief Investment Officer, and Pascal Chrobocinski, Senior Alternatives Advisor, explain everything you need to know about long-short credit arbitrage funds.
- The context for credit markets
- Is now a good time to include good quality bonds in a portfolio?
- How exactly do funds execute a credit arbitrage strategy?
- The benefits of investing in a long-short credit arbitrage fund Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 26, 2023 • 7min
Why money market funds are the new must-have for investors?
In this podcast Edmund Shing gives a crash course in money market funds.
· Definition of money markets
· Advantages today
· Why is this “deposit flight” happening now and will it continue?
· Will this contribute to ongoing stress in the US banking system?
· Geographical comparison between the US and Europe Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 26, 2023 • 6min
Pourquoi les fonds du marché monétaire sont-ils devenus incontournables ?
Dans ce podcast, Edouard Desbonnets, Senior Investment Strategist, explique le fonctionnement et le rôle des fonds monétaires.
• Qu’est-ce qu’un fonds monétaire ?
• Quels sont ses avantages ?
• Pourquoi la « fuite des dépôts » a-t-elle lieu maintenant et va-t-elle se poursuivre ?
• En quoi les fonds monétaires contribuent au “stress bancaire” actuel ?
• Comparaison géographique entre les États-Unis et l'Europe Hosted on Ausha. See ausha.co/privacy-policy for more information.
