Key messages
- Surfing the monetary easing wave
- Infrastructure: the new industrial revolution
- Enjoy diversification: still a “free lunch”
- Monetising AI
- Healthy longevity: the Holy Grail
2025 Investment Themes
Investment Strategy Podcast
Strategy Team
2025 Investment Themes
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.
Edmund Shing, Global Chief Investment Officer
18-12-2024
20 mins
20 mins
CATEGORY
MACROECONOMICS
#MACROECONOMICS
Podcast - Why are pets good for you?
In this podcast, Edmund Shing and Charlotte de Kerpoisson discuss about the reasons for rising pet ownership in recent years. The health benefits of caring for an animal How are we humanising pets? Ideas about investing in the pet industry
Edmund Shing, Global Chief Investment Officer
28-09-2023
17 min mins
28-09-2023
17 min mins
#MACROECONOMICS
Podcast - Should we worry about rising oil prices today?
In this podcast, Edmund Shing analyses the recent oil prices. Should we worry about rising oil prices today? What proportion of tax is paid on the petrol pump price? Price is set by the balance between supply and demand: explanation Why we think the crude oil price should not surge beyond $100/barrel Listen to our podcast
Edmund Shing, Global Chief Investment Officer
09-10-2023
17 min mins
09-10-2023
17 min mins
#MACROECONOMICS
Podcast - Top investment themes to year-end
In this podcast, Edmund Shing, Chief Investment Officer, unveils his refreshed Investment Themes for 2023. · When consistent losers become winners · Scarcity and Security are the new watchwords · New income opportunities: from TINA to TARA
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 min mins
09-10-2023
5 min mins
#MACROECONOMICS
Podcast - Our investment strategy for October 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for October 2023.
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 min mins
09-10-2023
5 min mins
#MACROECONOMICS
Podcast - Tackling the obesity epidemic
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses the causes and consequences of obesity and its treatments. · Factors causing obesity · Related health conditions · So-called wonder drugs on the market · How to invest in this essential medical/health segment?
Edmund Shing, Global Chief Investment Officer
18-09-2023
17 min mins
18-09-2023
17 min mins
#MACROECONOMICS
Podcast - What are the risks of a stagflation scenario as observed in the 1970's?
• What are the common factors, comparing today to the 1970s? • The current environment differs from the 1970s in several ways - what are they? • What are the risk factors to consider in today's economic environment? • Why we believe ultimately that a sustained period of stagflation is unlikely now.
Edmund Shing, Global Chief Investment Officer
18-10-2023
8 min mins
18-10-2023
8 min mins
