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
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2024
Charlotte de Kerpoisson and Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discuss investment opportunities in insurance.
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for November 2023.
Edmund Shing, Global Chief Investment Officer, and Stefan Kemper, Chief Investment Strategist, discuss the US retail sector's performance leading up to Christmas.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses crises and how the stock markets respond.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his market outlook for the rest of 2024.
Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
In this podcast Edmund Shing explains what is « Higher for Longer » and why is it now over. • The context of interest rates and inflation • The reasons for the recent fall in yields • Reasons to stay positive on bonds
In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, unveil the mid-year update of their 2024 Investment Themes.
Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management explains the evolution of the Magnificent Seven, and guides to what the future may hold for them. Who are the Good, the Bad and the Ugly? $197 billion and the link with Meta Is Apple tumbling from the heights? Do Tesla’s dashboard warning signs reflect its current woes, Why the Magnificent Seven are splintering?
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.
In this podcast, Edmund Shing discusses the impact of President Trump's re-election and the Republican Party's control of major seats of power in the US.
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.
Edmund SHING gives an update on financial market performance over the first half of 2024, both what has worked well and what has not worked so well.
In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.