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
Apr 24, 2023 • 3min
After the Volatility, Refocus on IG Bonds
Focus onTreasury and sovereign overweight has worked well year-to-date. We took profits
in March after the financial fears after the rally/drop in Treasury yields and went to neutral US government bonds. Since then, yields are normalising and rising again. Income opportunities are still attractive and focus on IG credits. We remain overweight investment grade
credits.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 19, 2023 • 17min
Analyse des impacts du stress bancaire sur l'économie
Edouard Desbonnets, Senior Investment Strategist, et Guy Ertz, Chief Investment Advisor, discutent des évènements qui ont secoué le système bancaire et leur conséquences sur l'économie mondiale.
• Le contexte
• Les événements qui ont mené au stress bancaire
• Les impacts économiques
• Recommandations d'investissement Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 19, 2023 • 16min
Unravelling the impact of the banking stress on the economy
Unravelling the impacts of the banking stress on the economy
Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Chief Investment Advisor,
discuss the events leading to the banking stress and the ensuing impact.
· The background
· The events contributing to the banking stress
· The economic impact
· Investment recommendations Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 17, 2023 • 3min
Revisit - Why invest in China now?
While the narrative currently is about the path of US interest rates, how deep will the
recession be and global banking issues, China stands out as being out of synch in its economic cycle with rest of the world.
This is important for portfolio construction. In short, economic policy is easing not
tightening and domestic reopening only to be felt this year. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 12, 2023 • 4min
Notre stratégie d'investissement pour le mois d'avril 2023
Edmund Shing, dévoile sa stratégie d'investissement pour le mois d' avril 2023 :
1. La crise bancaire est-elle terminée ?
2. Une récession aux États-Unis est-elle prévue cette année ?
3. Quelle classe d’actifs pourraient tirer parti du stress bancaire ?
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 12, 2023 • 4min
Our investment strategy for April 2023
Today, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management
unveils his investment strategy for April 2023.
1) Is the banking crisis over?
2) Do you forecast a recession both in the US and
Europe this year?
3) What asset class could benefit from the banking stress? Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 11, 2023 • 5min
Japan Land of Rising ROE? & Update US Bank Lending Data
As the contrarian call to upgrade European equities last year has worked extremely
well +15% ytd (double the return of China where we remain overweight), lets
revisit another equity market that is not focused on much by global investors: Japan. Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 6, 2023 • 5min
L’embuscade pétrolière de l’OPEP+
Dans ce podcast, Isabelle Enos parle des événements entourant l'OPEP + et l'annonce surprise de réduction des quotas de production.
Les faits
Le prix du pétrole brut
Tensions politiques
Quelles sont vos prévisions pour les 12 mois à venir pour le pétrole ?
Quelle est votre opinion sur les matières premières en tant que classe d'actifs ?
Hosted on Ausha. See ausha.co/privacy-policy for more information.
Apr 6, 2023 • 5min
The OPEC+ Oil Ambush
In this podcast, Edmund Shing, Global Chief
Investment Officer, talks about events surrounding OPEC+ and the surprise
announcement
The facts
The crude oil price
Political tensions
What is your 12-month forecast for oil?
What is your current view on Commodities as an asset class? Hosted on Ausha. See ausha.co/privacy-policy for more information.
Mar 30, 2023 • 6min
Les avantages du pic de stress du secteur bancaire
Dans ce podcast, Isabelle Enos explique pourquoi nous restons
Positif sur les actions, malgré les récentes tensions bancaires aux États-Unis
et en Europe. Hosted on Ausha. See ausha.co/privacy-policy for more information.
