BNP Paribas Wealth Management

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, dévoile sa stratégie d'investissement pour octobre 2024Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, unveils his investment strategy for October 2024.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer discuss recent trends in employment and unemployment, focusing on central banks roles. Unemployment dropped sharply after the 2009 financial crisis but saw a brief rise during Covid-19, followed by mutlidecade lows in 2022.Wage growth surged as unemployment hit critical low levels leading central banks to raise interest rates to control inflation.Labor Force participation remains below pre-pandemic levels, with factors like illness and early retirement affecting employment.Employment in services and construction sectors remains stable, with positive outlooks as rate cuts ease economic pressures.Central banks are expected to lower rates, supporting job growth and potentially preventing a recession, leading to a soft economic landing.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Guy Ertz, Deputy Global CIO, and Édouard Desbonnets, Senior Investment Strategist, dive into the recent Federal Reserve's unexpected 50 basis point rate cut. They discuss its implications for the economy and financial markets, painting a more optimistic outlook despite recession indicators. The conversation covers market expectations surrounding future rate moves and the potential fluctuation of US bond yields. They also analyze how various asset classes might perform, highlighting the ongoing strength of equities in light of these monetary shifts.

Dans ce podcast, Guy Ertz, Deputy Global CIO et Édouard Desbonnets, Senior Investment Strategist, discutent de la récente baisse des taux de la FED : Pourquoi la récente baisse des taux de la Fed état plus importante que prévuNos prévisions sur les prochaines décisions de la Fed et l’évolution possible du taux à 10 ansQuels actifs pourraient bénéficier du cycle de baisse des taux directeursHosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Jeremy Fasquelle et Isabelle Enos, Responsable Stratégie Marchés, échangent sur les opportunités d'investissement dans l'assurance. Qu’est-ce qui détermine la rentabilité des compagnies d’assurance ?Quels facteurs expliquent la surperformance des actions du secteurCette performance va-t-elle continuer ?Les opportunités d'investissementHosted on Ausha. See ausha.co/privacy-policy for more information.

Charlotte de Kerpoisson, a specialist in investment opportunities, and Edmund Shing, Chief Investment Officer at BNP Paribas Wealth Management, dive into the dynamic world of insurance investments. They explore the factors driving profitability in the insurance sector, including interest rates and inflation. The duo discusses the strong performance of US insurers compared to rising European counterparts. With an optimistic outlook, they touch on the anticipated growth in premiums and attractive investment options like life insurance bond portfolios and various funds.

In this discussion, Edmund Shing, the Global Chief Investment Officer at BNP Paribas Wealth Management, dives into the fascinating world of lower interest rates. He explores how anticipated cuts from central banks in the US and Europe could reshape financial markets. Shing presents a compelling investment strategy focused on mid and small cap stocks, alongside the potential benefits of precious metals. His insights shed light on how changing economic dynamics could create unique opportunities for investors.

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer:  Global disinflation continues, UK, US and European central banks to cut ratesQ2 earnings season has generally been strong, particularly for our favoured Banks and Healthcare sectorsFed rate cut cycle should benefit Gold, which remains close to its all-time highHosted on Ausha. See ausha.co/privacy-policy for more information.

We are pleased to announce the update of our investment themes for the remainder of 2024, developed by our team of investment strategy experts. In a geopolitical context dominated by conflict and numerous elections, uncertainty is weighing on growth and investors remain glued to central banks ahead of further key rate cuts. To equip you to navigate this complex landscape during the second half of this year, we present four investment themes driven by long-term themes and offering attractive opportunities.Hunting for Deep Value amid an “everything” bull market. Despite strong growth in equity markets year-to-date, we have identified some cheap asset classes and regions that the patient investor may wish to consider.Bonds are back (again): the last chance to lock in high rates. Despite forthcoming rate cuts, there are still some attractive opportunities in the bond market. This theme looks at solutions for capturing still high yields over the long term.Winners in a multipolar world. Amid heightened geopolitical instability and uncertainty, this theme highlights emerging trends, sectors and countries set to benefit from this new multipolar world. Demographics & Healthcare: achieving more with less.  In the context ofageing populations, a mounting importance of wellness, and advances in Artificial Intelligence, investors could seize opportunities in healthcare via our selection of stocks and dedicated funds.Hosted on Ausha. See ausha.co/privacy-policy for more information.