BNP Paribas Wealth Management

Dans ce podcast, Guy Ertz, Chief Investment Advisor et Édouard Desbonnets, Senior Investment Strategist chez BNP Paribas Wealth Management, comparent les performances du Cash et des marchés actions : 1990-2020 : la plupart des actions individuelles n’ont pas battu le cash !Alors que les marchés boursiers ont largement surperformé les obligations et les liquiditésTrès peu d’actions très performantes créent cette surperformance boursière à long termeCes actions proviennent de nombreux secteurs, notamment la santé, la technologie et les semi-conducteurs et la consommation discrétionnaire.La plupart des investisseurs ont intérêt à bénéficier d’une exposition largement diversifiée aux fonds d’actions et aux ETF.Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, compares stocks and cash performance : 1990-2020: most individual stocks did not beat cash!While stock markets outperformed bonds and cash by a long wayVery few super-performing stocks create this long-term stock market outperformanceThese stocks come from many sectors, including Healthcare, Tech and Semis, and Comsumer DiscretionaryMost investors are best off with widely diversified stock fund/ETF exposureHosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global CIO de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois de mai 2024.  Toute l’attention se focalise sur l'évolution des taux d'intérêt des banques centrales en 2024. Mais ces taux d'intérêt sont-ils vraiment si importants pour l'économie mondiale ?Quelle a été l'évolution de ces taux à long terme depuis le début de l'année et quel en a été l'impact ?Cette hausse des rendements obligataires américains est-elle une réaction excessive au maintien de l'inflation ?  Quelles opportunités cela offre-t-il ?Le secteur manufacturier mondial semble en fort rebond, stimulé par les États-Unis et la Chine. Quels secteurs bénéficient de ce rebond cyclique ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his investment strategy for May 2024.There is a huge focus on how central bank interest rates will change over 2024, but are these interest rates really so important to the global economy?How have these long-term interest rates changed since the beginning of the year and what has their impact been?Is this rise in US bond yields an overreaction to sticky inflation? What opportunities do these present?Global manufacturing seems to be rebounding strongly, led by the US and China. What sectors benefit from this cyclical rebound?Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, talks about what is driving the stock markets higher, particularly Emerging Markets.How have Emerging Markets fared in recent years?Why are Emerging Markets now in favour?When you buy Emerging Markets, what are you actually buying?China remains the big question for EMHosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management unveils his opinion about electricity transmission infrastructure : ·         Why is investment in smart grid infrastructure growing?·         Two mega themes in the US, Europe and China·         No transition without transmission·         How to invest in this theme?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Chief Investment Officer, et Guy Ertz, Deputy Chief Investment Officer, chez BNP Paribas Wealth Management, discutent de l'impact de l'escalade des tensions géopolitiques au Moyen-Orient.Les tensions entre Israël et Gaza sont évidentes depuis octobre 2023, donc ce n'est pas une situation nouvelle.Les efforts diplomatiques mondiaux se sont intensifiés pour éviter une escalade des tensions.Le prix du pétrole Brent avoisine les 90 dollars le baril, ce qui intègre déjà une prime de risque géopolitique substantielle, mais qui n'a pas augmenté récemment.Les prix de l'or continuent de grimper vers 2400 dollars l'once, mais cette hausse est principalement due aux achats des banques centrales et des consommateurs chinois, et non à une demande d'actifs refuges de la part des investisseurs.Les périodes précédentes de conflit régional ont eu un impact sur les marchés financiers mondiaux historiquement limité et de courte durée, ce qui est surprenant.L'impact le plus important sur les marchés jusqu'à présent provient plutôt des surprises en matière d'inflation et de croissance aux États-Unis, qui ont fait monter les rendements des bons du Trésor américain et le dollar américain, mettant ainsi la pression sur les marchés boursiers après une forte avancée de 6 mois.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Chief Investment Officer and Guy Ertz, Chief Investment Advisor, at BNP Paribas Wealth Management, discuss the impact of escalating geopolitical tensions in the Middle East. Israel-Gaza tensions have been evident since October 2023, so not a new situation;Global diplomatic efforts have intensified in an effort to avoid escalation of tensions;Brent crude oil price around $90/barrel already incorporates a substantial geopolitical risk premium, but which has not increased of late;Gold prices continue to rise towards $2400/ounce, but driven not by investor safe-haven demand, rather by central bank and Chinese consumer buying;Previous periods of regional conflict have had a surprisingly limited and short-term impact on global financial markets historically;Bigger impact on markets thus far has rather come from upside US inflation and growth surprises pushing US Treasury yields and US dollar higher, pressuring stock markets after a strong 6-month advance Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, unveils his investment strategy for April 2024.1)      With global stocks at all-time highs, should investors still buy stocks?2)      Which regions and segments of stock markets do you favour today?3)      Which asset classes do you like?4)      Which asset classes could conservative investors consider?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Aujourd'hui Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management dévoile sa stratégie d'investissement pour le mois d’avril 2024.1) Avec des marchés boursiers au plus haut, pouvons-nous encore acheter des actions ?2) Quels segments ou régions de marchés boursiers privilégier aujourd'hui ?3) Quelles autres classes d’actifs pouvons-nous considérer ?4) Pour les investisseurs conservateurs, sur quelle classe d’actifs faut-il miser ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund, Charlotte and Isabelle discuss women investors.     . Why do women make better investors?·         What obstacles stop women from investing?·         What is the market potential for women?·         What is the financial industry doing to attract women?·         What financial products/solutions do women tend to like?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management discusses the factors that are driving stock markets higher.If retail and institutional investors are not massively buying stocks, who is?Performance of large-caps vs small-caps in the US, Europe and JapanFocus on share buybacksWhy do we continue to favour European banks?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Guy Ertz, Chief Investment Advisor nous dévoile son avis sur l'or. •       Pourquoi est-ce le bon moment pour acheter de l'or ?•       Outre à travers les lingots, comment s'exposer au métal jaune ?•       Principaux pays producteurs d’or•       Une performance exceptionnelle à long terme•       Quels autres métaux précieux sont à considérer ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his opinion on gold. .         Why is it a good time to buy gold?·         Apart from gold bars, how can investors gain exposure?·         Main countries accumulating gold·         A stellar long-term performance·         What other precious metals to consider?Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2024.With global stocks at the top level, should investors still buy stocks?When can we expect the Fed and ECB to cut rates?Should conversative investors look to European corporate bonds?For higher yields in bonds, what other areas could we consider?Can conservative investors still buy in stock markets? If so, where?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast Edmund Shing, Global Chief Investment Officer chez BNP Paribas Wealth Management nous dévoile sa stratégie d'investissement pour le mois de mars 2024.Avec des marchés boursiers au plus haut niveau, pouvons-nous encore acheter des actions ?Quand est-ce que la Fed et la BCE vont diminuer leurs taux ?Les investisseurs conservateurs devraient-ils investir dans des obligations d'entreprises européennes ?Pour capter des rendements obligataires plus élevés, que pouvons-nous envisager ?Les investisseurs conservateurs peuvent-ils encore investir sur les marchés actions ? Si oui, où ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Pascal Chrobocinski, Senior Hedge Fund Analyst at BNP Paribas Wealth Management, talks about the trend-following strategy. Definition of trend-following.Can investors benefit from rising and falling trends in prices? How do CTAs make money? How do CTA strategies improve portfolio diversification?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Pascal Chrobocinski, Analyste Senior de Hedge Funds chez BNP Paribas Wealth Management, explique la stratégie de suivi de tendance. Définition du suivi de tendance Les investisseurs peuvent-ils bénéficier des tendances à la hausse et à la baisse des prix ? Comment les CTA gagnent-ils de l’argent ? Comment les stratégies CTA améliorent-elles la diversification du portefeuille ?Hosted by Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing explains the similarities and differences between today's AI-fuelled stock market rally and the last tech-based dot com bubble (and bust) of the Year 2000.Hosted by Ausha. See ausha.co/privacy-policy for more information.

In 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?Hosted by Ausha. See ausha.co/privacy-policy for more information.