BNP Paribas Wealth Management

Investment Strategy podcast
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May 26, 2020 • 2min

READING THE TEA LEAVES: TAKEAWAYS FROM CHINA’S NPC MEETING

No GDP growth target for 2020 - first time since at least 1990. Not a big surprise given lack of visibility globally...Hosted on Ausha. See ausha.co/privacy-policy for more information.
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May 20, 2020 • 54sec

CATCH A BREATH

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May 18, 2020 • 1min

WHY THE FEDERAL RESERVE NOT GOING NEGATIVE IS A POSITIVE...

  Why doesn’t the Fed pursue a negative interest rates policy? Hosted on Ausha. See ausha.co/privacy-policy for more information.
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May 13, 2020 • 1min

BETWEEN A ROCK, A HARD PLACE AND CHINA

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Apr 7, 2020 • 2min

HOW COVID IS ACCELERATING OUR MEGA TECHNOLOGY TRENDS OF 2020

 Technology is an area where we see massive benefits and potentially more investment capital post crisis. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Apr 3, 2020 • 3min

LOOKING FOR CLUES?

 The coronavirus remains the center of all attention... Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Apr 2, 2020 • 54sec

THE WORST QUARTER SINCE 1987

 US equity markets ended the down quarter with a down day... Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Mar 27, 2020 • 1min

AN OTHER REBOUND

 After a couple of extremely difficult weeks, US equity markets rebounded strongly yesterday...Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Mar 27, 2020 • 2min

MASSIVE MARKET DELEVERAGING & SHORT-TERM USD FUNDING STRESS

 Leveraged hedge funds in the US, especially systematic strategies (risk-parity funds, CTAs, volatility-controlled funds) saw massive deleveraging in equities and bonds. Combined with huge outflows from bond funds, US Treasury yields rose last week. Hosted on Ausha. See ausha.co/privacy-policy for more information.
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Mar 27, 2020 • 2min

CALMER MARKETS

 Yesterday, brought a plaisant new developpment. US markets closed marginally up, while Europe grows by 3%... Hosted on Ausha. See ausha.co/privacy-policy for more information.

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