BNP Paribas Wealth Management
by Investment Strategy podcastGet the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learn some novel strategies? Each week a new podcast addresses a pertinent topic to help you navigate the markets and know what to focus on. For all our investment strategy, visit our website https://wealthmanagement.bnpparibas/ Hosted by Ausha. See ausha.co/privacy-policy for more information.
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Episodes
Notre stratégie d'investissement pour novembre 2024
5m · PublishedEdmund Shing, Global CIO de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de janvier 2024.
1. Les risques géopolitiques sont-ils actuellement sous-évalués par les marchés ?
2. La Fed peut-elle vraiment baisser les taux six fois cette année ?
3. Est-il trop tard pour acheter des obligations ?
4. Pouvons nous toujours acheter des actions qui sont à leur plus haut niveau historique ?
5. Pouvez-vous nous parler de notre conviction du mois ?
Our investment strategy for February 2024
5m · PublishedIn this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for February 2024.
1) Are the geopolitical risks currently underpriced in the markets?
2) Can the Fed really cut rates six times this year?
3) Is it too late to buy bonds?
4) Should we still buy stocks at all-time highs?
5) What is your key focus this month?
Are US stocks the only game in town?
6m · PublishedEdmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, gives his analysis of the US stock market.
1. Is the last decade’s cumulative return of 110%+ unusual in long-term performance history?
2. What are the performance drivers behind this extraordinary period?
3. To what extent can this outperformance be attributed to the “Magnificent 7”?
4. What do we realistically expect from US stocks over the next 5 to 10 years?
5. If there is a rotation out of US large-cap stocks, which areas of stock markets could benefit?
Buy New Highs
5m · PublishedIn this podcast, Edmund Shing, Global Chief Investment Officer, discusses his convictions for buying when the markets are high.
• Is it a good time to buy stocks today?
• The context
• The 52-week strategy explained
• Why Japan?
Notre stratégie d'investissement pour janvier 2024
4m · Published1) Une inflation plus faible signifie-t-elle une baisse des taux d’intérêt des banques centrales ? 2) Après une fin d’année en force sur les marchés boursiers, peut-on s’attendre à un scénario similaire en 2024 ? 3) L’or a augmenté de 13 % en 2023, peut-on s’attendre à ce que ce rallye se poursuive ? 4) Quelles sont nos 4 principales recommandations pour 2024 ?
Our investment strategy for January 2024
4m · PublishedEdmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2024.
1) Does lower inflation mean lower central bank interest rates?
2) After a strong end to 2023 in stock markets, can we expect the same in 2024?
3) Gold rose 13% in 2023, can we expect this rally to continue?
4) What are your 4 top recommendations for 2024?
Retour au calme après le rallye de fin d'année
6m · Published• Rebond spectaculaire des actions, des obligations et du metal or depuis les plus bas d'octobre 2023
• Vente massive de début janvier
• Que peut-on attendre des marchés actions en 2024 ?
• Trois idées d’investissement dans l’environnement actuel
Cooling off after a year-end sprint
6m · Published· Stellar recovery in stocks, bonds and gold since October 2023-low
· Early January sell-off
· What can we expect from equity markets in 2024?
· Three attractive areas to consider today
Perspectives 2024 : pourquoi nous restons positifs sur les actions et les crédits aux entreprises ?
8m · PublishedDans ce podcast, Guy Ertz, Chief Investment Advisor de BNP Paribas Wealth Management donne ses perspectives pour 2024.
• Jusqu'où l'inflation peut-elle baisser ?
• Bénéficiez de rendements obligataires et de crédit attractifs
• Identifier les zones géorgaphiques attractives.
• Les actifs illiquides sont-ils une bonne carte à jouer ?
Outlook 2024: Why we stay positive on Stocks and Corporate Credit
4m · PublishedIn this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his outlook for 2024.
· How far can inflation fall?
· Lock in attractive bond and credit yields
· Identify attractive regional stock markets
· Are illiquid assets a good card to play?
BNP Paribas Wealth Management has 444 episodes in total of non- explicit content. Total playtime is 45:42:02. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on May 26th, 2024 03:41.