DiscoverBNP Paribas Wealth ManagementOur Investment Strategy for October 2025
Our Investment Strategy for October 2025

Our Investment Strategy for October 2025

Update: 2025-10-09
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  1. How low can the Fed go? 

  2. Why is the ECB stopping at 2%, while inflation has returned to 2%, the euro is strengthening and eurozone growth is modest?

  3. Tech is no longer just about the Mag 7

  4. We advise commodity exposure in diversified portfolios.

  5. Upgrading equities to Overweight



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Our Investment Strategy for October 2025

Our Investment Strategy for October 2025

Investment Strategy podcast