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BNP Paribas Wealth Management

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BNP Paribas Wealth Management

Investment Strategy podcast

AI fundamental revolution or overhyped bubble?

July 06, 2026 4:47am 14 min

In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment b...

L'importance de l’allocation stratégique d’actifs

June 25, 2026 8:43am 14 min

Hiba Mouallem (Investment Strategist)et Sophie de La Chapelle (Global Head of Strategic Asset Allocation) abordent toutes les clés pour une allocation d'actifs optimale.Comment l’allocation stratégique d’actifs peut-elle...

Hawkish Fed pivot: Implications for rates and long-term yields

June 18, 2026 8:40am 6 min

In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets.A shift towards a more h...

Notre stratégie d'investissement pour juin 2026

June 10, 2026 3:48am 7 min

Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026.La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de co...

Our Investment Strategy for June 2026

June 10, 2026 3:44am 9 min

In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction...

The Nasdaq is not the only game in town

June 03, 2026 10:49am 6 min

In today’s podcast, Edmund Shing, Global Chief Investment Officer, discusses the technology sector and gives some investment ideas.   What factors have fuelled the Nasdaq’s stunning 21% YTD performance?   How are S&P500 ...

Is now a good time to invest in bonds?

May 22, 2026 8:15am 6 min

In this podcast, Edmund discusses how oil-driven inflation and geopolitical risks are reshaping bond markets and creating opportunities for investors.Oil prices surge due to Strait of Hormuz closure and conflict impactsI...

Notre stratégie d'investissement pour mai 2026

May 12, 2026 8:07am 7 min

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour mai 2026.Pourquoi les marchés actions sont-ils revenus sur leurs plus hauts alors que les prix du pétrole r...

Our Investment Strategy for May 2026

May 12, 2026 8:05am 8 min

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026.Why are stocks back at their highs while oil prices remain elevated?How bad is oil demand destruction, Edmund...

Matières premières : à la recherche d’un point d’entrée

April 30, 2026 3:10am 7 min

Dans ce podcast, Hiba Mouallem, Investment Strategist, partage sa vision à long terme des matières premières. Pourquoi les matières premières restent-elles une classe d'actifs singulière ?Pourquoi les matières premières ...

Look for an entry point in commodities

April 30, 2026 3:09am 6 min

In this podcast, Edmund Shing, Global Chief Investment Officer, shares his long view of commodities.  Why do commodities remain a very attractive asset class? Why are commodities not a long-term buy and hold investment? ...

Le conflit en Iran ravive les risques sur l’inflation et la dette

April 22, 2026 9:22am 12 min

Guy Ertz, Deputy Global CIO, et Hiba Mouallem, investment strategist chez BNP Paribas Wealth Management, reviennent sur le risque de stagflation, exacerbé par la guerre en Iran. Qu’est-ce que la stagflation, et pourquoi ...

Iran conflict reignites debt and inflation risks

April 22, 2026 9:08am 10 min

In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, discuss stagflation, the primary risk associated with the Iran War. What is stagflation and why is it a risk to...

The Midlle East conflict - We answer more of your questions

April 17, 2026 4:44am 8 min

In the uncertain geopolitical context, Edmund Shing, Global Chief Investment Officer, answers three questions submitted by clients.   Has the German sovereign bond yield peaked? Is now a buying opportunity? Is the evapor...

Conflit au Moyen-Orient Les questions posées par nos clients

April 17, 2026 4:43am 6 min

Dans le contexte géopolitique incertain, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond à trois questions fréquemment posées par nos clients.  Le rendement de l'obligation d'Ét...

Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu

April 08, 2026 9:48am 7 min

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond aux différentes questions des clients après l'annonce du cessez-le-feu.Croyez-vous que les marchés pétroliers so...

The Middle East Conflict - Answers to more client questions following the recent ceasefire

April 08, 2026 9:44am 8 min

In this podcast, Edmund Shing, Global Chief Investment Officer, answers several topical questions from clients.Do oil markets underestimate longer-term effects of supply disruption?Are stock & bond markets more correlate...

Or et métaux précieux : analyse après la récente correction

March 27, 2026 8:56am 8 min

Dans ce podcast, Patrick Casselman, Commodity Strategist chez BNP Paribas Wealth Management, analyse la récente correction sur les marchés des métaux précieux, en se concentrant tout particulièrement sur l'or et ses pers...

Gold and precious metals: update after recent correction

March 27, 2026 8:45am 16 min

In this podcast, Edmund Shing, Global Chief Investment Officer and Philipp Gijsels, Chief Investment Strategist, discuss the recent correction in precious metals markets, with a particular focus on gold and its long‑term...

The value stock revolution

March 19, 2026 5:00am 7 min

In this podcast,Edmund Shing, Global Chief Investment Officer, examines the value stock resurgence: their strong comeback against growth stocks, driven by geopolitical tensions and inflation.The “Value factor” definedPer...

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