BNP Paribas Wealth Management

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the agribusiness, look at why it’s important, and outline the reasons for investing in this hot sector today.Agribusiness is emerging as one of the most compelling long-term investment themes within the real economy. Spanning the entire agricultural value chain, from crop production and farming inputs to food processing and distribution, the sector is benefiting from a combination of structural demand growth and tighter global supply conditions.Geopolitical tensions have disrupted agricultural markets in recent years, pushing up the prices of key commodities such as wheat, corn and soybeans, while also increasing the cost of essential inputs including fertilisers. At the same time, industry consolidation has strengthened the competitive position and profitability of leading agribusiness companies.Looking ahead, the sector stands to benefit from powerful secular trends. Farmland remains a scarce resource, global food demand continues to rise, and growing middle-class populations are driving increased consumption of higher-value food products. Against a backdrop of persistent inflation and renewed investor interest in real assets, agribusiness offers a differentiated source of long-term growth and diversification.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing and Guy Ertz discuss the recent surge in central bank rate expectations and long-term bond yields, and assess the implications for investors.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés analyse la situation française, son paysage politique, l'augmentation de la dette publique ainsi que les conséquences pour les marchés financiers et les investisseurs.·         Quels sont les principaux facteurs qui alimentent ces inquiétudes et contribuent à la hausse des rendements obligataires français ?·         Comment les marchés financiers réagissent-ils à ce ralentissement économique ?·         Les marchés sur-réagissent-ils à ces sondages d'opinion ?La France peut-elle préserver ses notations de crédit ?Hosted on Ausha. See ausha.co/privacy-policy for more information.