BNP Paribas Wealth Management

 In this podcast Edmund Shing, Global Chief Investment Officer of Wealth Management talks about why he is still positive on equities, despite the recent banking stresses both in the US and in Europe.      · March : all about the Banks  · How stock markets are surprisingly resilient despite banking stress  · What are the silver linings to the banking stress cloud?  · A Fed pause can be good for stocks over 6-12 months  · Look again at equities  Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Edmund Shing, Global Chief Investment Officer of BNP Paribas discusses what has been happening in the economy and the financial markets over the last few days.   · What is the fallout from this current banking stress?   · Will there be a US recession?  · What’s been happening in bond markets?  · What about stock markets?  · Is this banking stress over?   · Why BNP Paribas is not changing its strategic views substantially  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Tech start-ups have been hammered by the Fed’s aggressive rate hikes. SVB, with its tech-heavy depositor base (concentration risk), saw withdrawal of money and triggered a bank run. SVB had to realize losses from its large holdings of long duration Treasuries (mismatch in assets and liabilities) that built up when yields were at very low levels given prior years of super-strong deposit growth  (blessing) that had well-outpaced lending.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2023. 1.       Is inflation rebounding, and if so, does this challenge our view of lower inflation throughout 2023? 2.       Why are short-term Euro government bonds a good investment today? 3.       Are stock markets about to fall again after rebounding since October? 4.       Why should investors add alternative asset exposure to their portfolios? 5.       Which asset classes that lost value in 2021 and 2022 have potential to rebound this year? Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de mars 2023. 1. Assiste-t-on à un rebond de l'inflation ? Cela remet-il en question notre vision d'un recul de l'inflation en 2023 ? 2. Pourquoi les emprunts d'État européens à court terme sont-ils actuellement attractifs ? 3. Les marchés boursiers sont-ils sur le point de retomber après leur rebond amorcé en octobre 2022 ? 4.  Pourquoi ajouter une exposition aux actifs alternatifs à son portefeuille ? 5. Quelles classes d'actifs qui ont chuté en 2021 et 2022 sont susceptibles de rebondir cette année ?   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edouard Desbonnets répond à la question suivante : « Avons-nous tort d'anticiper une baisse des taux d'inflation au cours des prochains mois ? Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing asks the question: “Are we wrong to expect inflation rates to decline over the next few months to more “normal” levels?”   Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Edmund Shing, Global Chief Investment Officer of Wealth Management explains the context of the all-time stock highs in UK and French stock market indices      Despite the negative factors, why are we seeing a stock rally now?  What are the underlying drivers for this surprising strength?  What sectors have propelled the FTSE 100 and the CAC 40 to new highs?  6 reasons to stay positive on Equities for the longer term  Hosted on Ausha. See ausha.co/privacy-policy for more information.

 Edmund Shing analyse les raisons des plus hauts historiquesdes indices boursiers anglais et français.   - Malgré les risques, pourquoi les actions sont-elles désormais orientées à la hausse ?  - Quels sont les facteurs sous-jacents à cette vigueur surprenante ?  - Quels secteurs ont propulsé le FTSE 100 et le CAC 40 à de nouveaux sommets ?  - 6 raisons de rester optimistes à l'égard des actions sur le long terme  Hosted on Ausha. See ausha.co/privacy-policy for more information.

Listen our markets news from Asia.   As the first central bank that lead the move to negative rates, QE, and central bank intervention under BOJ governor Kuroda is impending retirement is truly an end of an era. With his coming retirement the appointment of Professor Kazuo Ueda was a surprise.  Keep in BOJ policy matters as they are the last bastion of the carry trade, Japan is the largest investor in US treasuries (how fast will Japanese money be repatriated if the Yen strengthens with any potential change in policy?), and what impact would it have on broader global bond yields are important questions.   As the first central bank that lead the move to negative rates, QE, and central bank intervention under BOJ governor Kuroda is impending retirement is truly an end of an era. With his coming retirement the appointment of Professor Kazuo Ueda was a surprise.  Keep in BOJ policy matters as they are the last bastion of the carry trade, Japan is the largest investor in US treasuries (how fast will Japanese money be repatriated if the Yen strengthens with any potential change in policy?), and what impact would it have on broader global bond yields are important questions.  Hosted on Ausha. See ausha.co/privacy-policy for more information.