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by Investment Strategy podcast
Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learnsome 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 on Ausha. See ausha.co/privacy-policy for more information.
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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.
French bond yields are rising due to escalating concerns over France’s economic growth and its debt sustainability. In this podcast, Edmund Shing, Global Chief Investment Officer spotlights France, its political scene, mounting debt and the impact on financial markets and investors. What are the main factors fuelling these concerns and driving up French bond yields?How are financial markets reacting to this economic slowdown?Are the markets overreacting to these opinion polls?Can France preserve its credit ratings?Hosted on Ausha. See ausha.co/privacy-policy for more information.
In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities?Will the commodity supercycle continue?How are energy-importing regions investing to become more self-sufficient in energy?Main reasons for investing in this spaceRisks to this themeHosted on Ausha. See ausha.co/privacy-policy for more information.
In this podcast, Guy Ertz, Deputy Global CIO, and Gurminder Singh, Investment Strategist, Forex, discuss the outlook for the Japanese yen and the catalysts that could support a recovery.Is a U.S.–Japan joint FX intervention on the horizon?Can the Government Pension Investment Fund reshape the yen’s trajectory?What’s the BOJ’s next move and how will it shape the yen’s outlook?Hosted on Ausha. See ausha.co/privacy-policy for more information.
In this podcast, Edmund Shing, Global Chief Investment Officer, argues the case for investing in the defence sector. Resurgence of interest in the global Aerospace & Defence sector How is European Defence spending progressing? The outlook for the civil aerospace market Investing indirectly in the Defence theme Hosted on Ausha. See ausha.co/privacy-policy for more information.
Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée, revient sur les raisons qui soutiennent aujourd’hui l’attrait du secteur de la défense et analyse les perspectives de cette thématique d’investissement.Le retour en grâce du secteur Aérospatiale & Défense.La montée en puissance des dépenses militaires en Europe. Les perspectives de croissance du marché de l’aéronautique civile. Les différentes façons de s’exposer à la thématique Défense, y compris de manière indirecte.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for July 2026. Oil prices rose from $70 per barrel to peak at nearly $120 in May. Recently, they have collapsed back down to nearly $70. What impact could this have on growth, inflation, and stocks and bonds if this level is maintained?We are well into the fourth year of the current stock bull market. What are the key factors that will determine whether this bull market can continue for much longer?Stock market leadership changes regularly. Are we still witnessing a dynamic change? We had talked about this rotation we are currently seeing from tech to value. Will this movement last?Hosted on Ausha. See ausha.co/privacy-policy for more information.
Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learnsome 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 on Ausha. See ausha.co/privacy-policy for more information.
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