BNP Paribas Wealth Management

Guy Etz, Deputy Global CIO, shares insights on navigating today's investment landscape. He highlights how Europe's revival presents unique opportunities in energy and infrastructure. Etz stresses the importance of diversification, encouraging investment in global assets as the US market shifts. He also explores critical infrastructure needs worldwide, focusing on clean water and transport expansion. Finally, he discusses rising health longevity trends, emphasizing selective investments related to an aging population and innovative health technology.

Notre équipe de stratégistes nous dévoile quatre thèmes d'investissement afin de naviguer dans l'incertitude actuelle : L'Europe est de retourLa diversification, votre meilleure alliée face à l'incertitudeInfrastructures : un défi essentiel pour l'avenirBien vieillir, un enjeu de société Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation.The fundamental backdrop for nuclear energyGrowing demand but limited supply in Western economiesAI & data centres: catalysts for nuclear energyA commodity at the centre of key geopolitical issuesInvestment opportunities in uraniumHosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, dévoile sa stratégie d'investissement pour juin 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses about the US dollar's weakening situation and its beneficiaries.Four reasons for US dollar weakeningCommodities and emerging markets stocks and bonds tend to benefitAustralia and Canada: Commodity-heavy developed markets also favouredHosted on Ausha. See ausha.co/privacy-policy for more information.

Explore the intriguing disconnect between a strong US stock market rebound and looming fears of economic slowdown. While consumer confidence dips, hard data still suggests solid growth. Falling energy prices help cushion inflation, but higher tariffs loom. Infrastructure investments are on the rise, particularly in clean energy and water sectors, showcasing impressive gains in Europe. Insights into Germany's defense spending illuminate the broader implications for reconstruction and the economic landscape, making infrastructure a standout asset class this year.

Edmund Shing, Global Chief Investment Officer et Guy Ertz, Deputy Global Chief Investment Officer, discutent de la situation actuelle de l'économie suisse et de ses marchés financiers. Focus sur la croissance économique et les perspectives concernant la devise suisseQuelles sont les actions mises en place par la Banque nationale suisse pour se protéger du risque de déflation et gérer la force de la devise ?Perspectives de marchés concernant les taux et les rendements pour les prochains moisLes opportunités sur les marchés obligataires et actions suisses.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Global Chief Investment Officer, discuss Switzerland’s economy and financial markets. Economic growth and currency prospects in SwitzerlandWhat is the Swiss National Bank doing to tackle deflation risks and manage currency strengh?Market expectations for rates and yields in the coming months. Opportunities in Swiss bond and equity markets.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Discover a straightforward monthly investing strategy that adapts between stocks and bonds based on the S&P 500's 12-month highs. Learn how this method has historically outperformed traditional buy-and-hold tactics. Explore the impressive average annual returns and risk characteristics spanning nearly five decades. Get specific investment recommendations for May that include insights on US stocks, foreign stocks, and gold. Perfect for budding investors looking to enhance their portfolio with an easily implementable approach.