Investment Strategy Podcast
What benefits from lower interest rates?
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management
What benefits from lower interest rates?
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
Edmund Shing, Global Chief Investment Officer
01-08-2024
8 mins
8 mins
CATEGORY
PODCAST
#PODCAST
DeepSeek, Implications for Global Technology and China Equities?
In this podcast, our Chief Investment Officer in Asia, Prashant Bhayani shares our latest view on DeepSeek development
Prashant Bhayani
17-02-2025
6 mins
17-02-2025
6 mins
#PODCAST
Focus on the long term, not just April
In this podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, encourages investors to ride out the current volatility and difficult patch in the markets by focusing on the long term.
Edmund Shing
24-04-2025
7 mins
24-04-2025
7 mins
#PODCAST
Investing in insurance: what's the claim?
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
18-09-2024
11 mins
18-09-2024
11 mins
#PODCAST
European carmakers on the skids
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
23-10-2024
14 mins
23-10-2024
14 mins
#PODCAST
German elections: implications for the economy and markets
Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss the impact of the German elections from a macroeconomic perspective and the implications for the markets.
Guy Ertz
28-02-2025
11 mins
28-02-2025
11 mins
#PODCAST
US growth concerns and the attractions of infrastructure
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential disconnect between the stock market rebound and the risk of US economic growth slowing down.
Edmund Shing
21-05-2025
9 mins
21-05-2025
9 mins
#PODCAST
2025 Investment Themes
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.
Edmund Shing, Global Chief Investment Officer
18-12-2024
20 mins
18-12-2024
20 mins
#PODCAST
Euro high yield corporate bonds: 2025 may not be a repeat of 2024
In this podcast, Edouard Desbonnets and Guy Ertz discuss euro high yield corporate bonds.
Guy Ertz
24-01-2025
7 mins
24-01-2025
7 mins
#PODCAST
Weaker dollar ahead: what it means for currency markets
In this podcast, Edouard Desbonnets, Senior Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss recent fluctuations in the US dollar.
Guy Ertz
02-07-2025
7 mins
02-07-2025
7 mins
#PODCAST
The 5% from 12-month highs system
In this podcast, Edmund Shing, Global Chief Investment Officer, BNP Paribas Wealth Management, explains a simple investing system that investors can execute themselves on a monthly basis and which has very encouraging long-term results.
Edmund Shing
30-04-2025
7 mins
30-04-2025
7 mins
#PODCAST
Our Investment Strategy for May 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025
Edmund Shing, Global Chief Investment Officer
12-06-2025
10 mins
12-06-2025
10 mins
#PODCAST
Market corrections are the cost of investing for long-term gains
Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses market corrections.
Edmund Shing
11-03-2025
5 mins
11-03-2025
5 mins
#PODCAST
When the going gets tough, the markets get going
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
17-10-2024
5 mins
17-10-2024
5 mins
#PODCAST
Our investment strategy for July 2024
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
17-07-2024
8 mins
17-07-2024
8 mins
#PODCAST
Positive Seasonal Trends in the US Retail sector
Edmund Shing, Global Chief Investment Officer, and Stefan Kemper, Chief Investment Strategist, discuss the US retail sector's performance leading up to Christmas.
Edmund Shing, Global Chief Investment Officer
12-11-2024
8 mins
12-11-2024
8 mins
#PODCAST
Precious metals: Nowhere near the end of the road
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the outlook for precious metals, particularly gold, silver, and platinum, amid strong market performance and shifting macroeconomic conditions.
Edmund Shing, Global Chief Investment Officer
17-07-2025
10 mins
17-07-2025
10 mins
#PODCAST
What happened in H1 plus ideas for H2
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.
Edmund Shing, Global Chief Investment Officer
05-07-2024
5 mins
05-07-2024
5 mins
#PODCAST
Our Investment Strategy for July 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for July 2025
Edmund Shing, Global Chief Investment Officer
09-07-2025
9 mins
09-07-2025
9 mins
#PODCAST
Our Investment Strategy for September 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2024
Edmund Shing, Global Chief Investment Officer
12-09-2024
5 mins
12-09-2024
5 mins
#PODCAST
Tariff Man
Edmund Shing, Chief Investment Officer, and Guy Ertz, Deputy Chief Investment Officer, discuss Donald Trump’s tariff announcements, his real intentions and the potential impact.
Edmund Shing
06-02-2025
10 mins
06-02-2025
10 mins
#PODCAST
Trump Trade 2.0
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
20-11-2024
7 mins
20-11-2024
7 mins
#PODCAST
US recession is now consensus (but not for us)
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the challenges of predicting recessions, the significance of the VIX volatility index, and investment recommendations for navigating uncertain economic times.
Edmund Shing
16-04-2025
6 mins
16-04-2025
6 mins
#PODCAST
Uranium: a key zero-carbon baseload energy source
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation.
Edmund Shing, Global Chief Investment Officer
18-06-2025
11 mins
18-06-2025
11 mins
#PODCAST
The employment puzzle: can central banks maintain stability?
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.
Edmund Shing, Global Chief Investment Officer
26-09-2024
11 mins
26-09-2024
11 mins
#PODCAST
Who benefits from a weaker US dollar?
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses about the US dollar's weakening situation and its beneficiaries.
Edmund Shing
21-05-2025
9 mins
21-05-2025
9 mins
#PODCAST
Our 2024 Investment Themes Mid-Year Update
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.
Edmund Shing, Global Chief Investment Officer
26-06-2024
16 mins
26-06-2024
16 mins
#PODCAST
What benefits from lower interest rates?
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
Edmund Shing, Global Chief Investment Officer
01-08-2024
8 mins
01-08-2024
8 mins
#PODCAST
The Tariff Deal with the EU
In this podcast, Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer explore the economic impact of the EU–US trade deal, its influence on inflation, the likely response from central banks, and the consequences for equity markets.
Guy Ertz, Deputy Global Chief Investment Officer
30-07-2025
9 mins
30-07-2025
9 mins
#PODCAST
Switzerland: navigating the consequences of risk aversion
Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Global Chief Investment Officer, discuss Switzerland’s economy and financial markets.
Edmund Shing
07-05-2025
11 mins
07-05-2025
11 mins
