Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses crises and how the stock markets respond.
In this podcast, Edmund Shing discusses the impact of President Trump's re-election and the Republican Party's control of major seats of power in the US.
Edmund Shing, Global Chief Investment Officer, and Stefan Kemper, Chief Investment Strategist, discuss the US retail sector's performance leading up to Christmas.
In the second of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.
Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses crises and how the stock markets respond.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for October 2024
In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.
In this podcast Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer discuss recent trends in employment and unemployment, focusing on central banks roles.
Charlotte de Kerpoisson and Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discuss investment opportunities in insurance.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, with his team of investment strategy experts, unveils their investment themes mid-year update.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his market outlook for the rest of 2024.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for July 2024.
Edmund SHING gives an update on financial market performance over the first half of 2024, both what has worked well and what has not worked so well.
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, unveil the mid-year update of their 2024 Investment Themes.
In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.
In this podcast, Edmund Shing, Global Chief Investment Officer and Philippe Gijsels, Chief Investment Advisor at BNP Paribas Fortis Belgium, discuss investment opportunities and unloved stock markets.
In this podcast, Edmund Shing and Xavier Timmermans discuss the recent copper high levels and their high value potential
In this podcast, Prashant Bhayani shares with Dannel Low from the Asia CIO team the latest update on China.
In this podcast, Edmund Shing and Guy Ertz discuss the potential for equity markets to rise despite high valuations, considering economic trend and market factors
Edmund Shing, Global Chief Investment Officer, compares stocks and cash performance.
Edmund Shing, Global Chief Investment Officer, talks about what is driving the stock markets higher, particularly Emerging Markets.
In this podcast Edmund unveils his opinion about electricity transmission infrastructure
Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, at BNP Paribas Wealth Management, discuss the impact of escalating geopolitical tensions in the Middle East.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for April 2024.
In this podcast Edmund, Charlotte and Isabelle discuss women investors.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his opinion on gold.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2024.
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?
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.
January US inflation figures were stronger than expected. What are the consequences? Edouard Desbonnets, and Guy Ertz, answer the following questions: • Is disinflation over in the US? • How will central bankers react to the rise in inflation in January. • Is there still time to buy bonds? • In which direction will the EUR/USD move?
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?
Edmund Shing, Global Chief Investment Officer explains the evolution of the Magnificent Seven, and guides to what the future may hold for them. • Who are the Good, the Bad and the Ugly? • $197 billion and the link with Meta. • Is Apple tumbling from the heights? • Do Tesla’s dashboard warning signs reflect its current woes? • Why the Magnificent Seven are splintering.
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, gives his analysis of the US stock market. 1. Is the last decade’s cumulative return of 110%+ unusual in long-term performance history? 2. What are the performance drivers behind this extraordinary period? 3. To what extent can this outperformance be attributed to the “Magnificent 7”? 4. What do we realistically expect
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses his convictions for buying when the markets are high. • Is it a good time to buy stocks today? • The context • The 52-week strategy explained • Why Japan?
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2024. 1) Does lower inflation mean lower central bank interest rates? 2) After a strong end to 2023 in stock markets, can we expect the same in 2024? 3) Gold rose 13% in 2023, can we expect this rally to continue? 4) What are your 4 top recommendations for 2024?
In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his analysis for stocks and bonds market. • Stellar recovery in stocks, bonds and gold since October 2023-low • Early January sell-off • What can we expect from equity markets in 2024? • Three attractive areas to consider today
In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his outlook for 2024. • How far can inflation fall? • Lock in attractive bond and credit yields • Identify attractive regional stock markets • Are illiquid assets a good card to play?
In this podcast Edmund Shing explains what is « Higher for Longer » and why is it now over. • The context of interest rates and inflation • The reasons for the recent fall in yields • Reasons to stay positive on bonds
Edmund Shing, Chief Investment Officer, gives his reasons for a stock market rally at the end of this year. • What do the S&P 500, the Euro Stoxx 50 and the Nikkei 225 tell us? • Where are the famous Magnificent Seven heading? • Catalysts for a rebound explained
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for November 2023.
Edmund Shing, Chief Investment Officer at BNP Paribas Wealth Management, argues the case for investing sustainably based on academic research. 1) Does Investing sustainably cost investment performance over time? 2) Have the main sustainable themes outperformed? 3) The correlation between outperformance and better sustainable scores. 4) The two methods to build a sustainable index explained.
In this podcast, Edmund Shing analyses the recent highs in gold and shares five surprising facts. • How much gold is in circulation today? • What are the main uses? • Who has been buying gold lately? • How much more gold is mined every year? • Do people tend to buy gold via funds and ETFs?
In this podcast, Edmund Shing analyses the recent highs in gold and shares five surprising facts. • How much gold is in circulation today? • What are the main uses? • Who has been buying gold lately? • How much more gold is mined every year? • Do people tend to buy gold via funds and ETFs?
In today’s podcast, Edmund Shing analyse the recent corrections on the world stock markets : An ongoing stock market correction • The drivers of this pullback in stock markets • Solutions to diversify a portfolio in this context
• What are the common factors, comparing today to the 1970s? • The current environment differs from the 1970s in several ways - what are they? • What are the risk factors to consider in today's economic environment? • Why we believe ultimately that a sustained period of stagflation is unlikely now.
In this podcast, Edmund Shing analyses the recent oil prices. Should we worry about rising oil prices today? What proportion of tax is paid on the petrol pump price? Price is set by the balance between supply and demand: explanation Why we think the crude oil price should not surge beyond $100/barrel Listen to our podcast
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for October 2023.
In this podcast, Edmund Shing, Chief Investment Officer, unveils his refreshed Investment Themes for 2023. · When consistent losers become winners · Scarcity and Security are the new watchwords · New income opportunities: from TINA to TARA
In this podcast, Edmund Shing and Charlotte de Kerpoisson discuss about the reasons for rising pet ownership in recent years. The health benefits of caring for an animal How are we humanising pets? Ideas about investing in the pet industry
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses the causes and consequences of obesity and its treatments. · Factors causing obesity · Related health conditions · So-called wonder drugs on the market · How to invest in this essential medical/health segment?
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for June 2023.
Dans ce podcast, Guy Ertz expose les causes et conséquences de l'obésité et fait un tour d’horizon des différents traitements pour lutter contre ce fléau : . Facteurs à l'origine de l'obésité · Conséquences sur la santé · Medicaments miracles existant sur le marché · Comment soutenir les innovations dans ce secteur ?
Dans ce podcast, Guy Ertz dévoile sa stratégie d'investissement pour le mois de juin 202
Dans ce podcast, Edmund Shing dévoile sa stratégie d'investissement pour le mois de juin 202