Lithium batteries strike back!
In this podcast, Edmund Shing, Global Chief Investment Officer, explains why is lithium a crucial metal today and how and why invest in it?

Snapshot
In this article, Hiba Mouallem, Investment Strategist, analyzes and deeps dive into that subject including macroeconomic updates, sector performance, and strategic positioning.
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.

01-08-2024
8 mins
Extreme US bearish sentiment marks a tactical turning point
Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, discusses the bearish sentiment among US investors and the possible implications for future returns from US stocks.

20-03-2025
5 mins
Our 2025 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 2025 Investment Themes.

25-06-2025
11 mins
Podcast - How to invest sustainably without sacrificing performance
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.

10-11-2023
11 mins
Our Investment Strategy for April 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for April 2025

08-04-2025
8 mins
Do Stocks really beat Cash?
Edmund Shing, Global Chief Investment Officer, compares stocks and cash performance.

15-05-2024
6 mins
Our investment strategy for July 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for July 2024.

10-07-2024
5 mins
The EMpire strikes back
Edmund Shing, Global Chief Investment Officer, talks about what is driving the stock markets higher, particularly Emerging Markets.

06-05-2024
7 mins
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.

12-11-2024
8 mins
Podcast - Our investment strategy for October 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for October 2023.

09-10-2023
5 mins
Our Investment Strategy for May 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025

12-06-2025
10 mins
Gold is much more than just a barbarous relic
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his opinion on gold.

20-03-2024
8 mins
The Investment Potential of Copper
In this podcast, Edmund Shing and Xavier Timmermans discuss the recent copper high levels and their high value potential

05-06-2024
9 mins
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.

17-07-2024
8 mins
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.

06-02-2025
10 mins
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

17-02-2025
6 mins
Podcast - Five surprising facts about Gold
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?

02-11-2023
7 mins
Opportunities in unloved stock markets today
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.

12-06-2024
11 mins
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.

02-07-2025
7 mins
Podcast - What are the risks of a stagflation scenario as observed in the 1970's?
• 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.

18-10-2023
8 mins
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.

07-05-2025
11 mins
Our Investment Strategy for October 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for October 2024

10-10-2024
6 mins
Is American exceptionalism here to stay?
Edmund Shing, Chief Investment Officer, challenges the conventional wisdom around American exceptionalism.

18-02-2025
8 mins
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.

18-06-2025
11 mins
Podcast - Five surprising facts about Gold
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?

02-11-2023
7 mins
A deep dive into event-driven strategies within the world of hedge funds (2/2)
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.
30-10-2024
9 mins
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.

16-04-2025
6 mins
The stock market: breakouts galore!
In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses the stock market performance in August.

01-09-2025
9 mins
Our investment strategy for July 2024
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.

24-07-2024
20 mins
Podcast - Cooling off after a end-year sprint
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

10-01-2024
6 mins
Beware excessive European pessimism
In this podcast Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, looks at investment opportunities in Europe in the current economic, market and political environment.

05-12-2024
6 mins
Our investment strategy for April 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for April 2024.

09-04-2024
4 mins
Podcast - Did you know these five surprising financial facts?
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.

13-06-2023
3 mins
US stock market vulnerable to foreign investor flows
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the risks to the American stock market from shifting foreign investor flows.

27-03-2025
6 mins
The Magnificent Seven meet the Good, the Bad and the Ugly
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.

08-02-2024
8 mins
Podcast - The recent fall in stock markets
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

26-10-2023
8 mins
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.

24-04-2025
7 mins
Podcast - Should we worry about rising oil prices today?
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

09-10-2023
17 mins
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.

23-10-2024
14 mins
China: Bottom in or will the property sector DragOn?
In this podcast, Prashant Bhayani shares with Dannel Low from the Asia CIO team the latest update on China.

28-05-2024
9 mins
Summarising the current impact of Israel-Gaza-Iran tensions on financial markets
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.

17-04-2024
10 mins
Podcast - Top investment themes to year-end
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

09-10-2023
5 mins
Our Investment Strategy for January 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for January 2025

16-01-2025
6 mins
A deep dive into event-driven strategies within the world of hedge funds (1/2)
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.
03-10-2024
11 mins
Podcast - Our investment strategy for September 2023
In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.

15-09-2023
10 mins
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.

30-07-2025
9 mins
Equity Markets, potential for growth amid high valuations
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

23-05-2024
10 mins
Our Investment Strategy for February 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for February 2025

12-02-2025
8 mins
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.

20-11-2024
7 mins
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.

21-05-2025
9 mins
Podcast - Outlook 2024: Why we stay positive on Stocks and Corporate Credit
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?

14-12-2023
5 mins
Our Investment Strategy for December 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for December 2024

11-12-2024
6 mins
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.

24-01-2025
7 mins
The US election outcome suggests a stronger dollar
In this podcast, Guy Ertz, Deputy Global CIO and Édouard Desbonnets, Senior Investment Strategist, discuss about the macroeconomic consequences of the US election outcome

28-11-2024
8 mins
A quick tour of euro Investment Grade corporate bonds
In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.

20-06-2024
7 mins
Our investment strategy for March 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2024.

13-03-2024
4 mins
Ramping up investment in electricity transmission infrastructure
In this podcast Edmund unveils his opinion about electricity transmission infrastructure

23-04-2024
3 mins
Podcast - Tackling the obesity epidemic
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?

18-09-2023
17 mins
Podcast - Can we expect a year-end rally in the stock market?
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

22-11-2023
4 mins
Our Investment Strategy for September 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2025

10-09-2025
9 mins
Our investment strategy for February 2024
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?

14-02-2024
5 mins
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.

21-05-2025
9 mins
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.

18-09-2024
11 mins
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.

17-07-2025
10 mins
Buy new Highs
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?

24-01-2024
5 mins
Are US stocks the only game in town?
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

02-02-2024
6 mins
Make way for women investors
In this podcast Edmund, Charlotte and Isabelle discuss women investors.

03-04-2024
8 mins
Stock markets are eating themselves
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.

27-03-2024
7 mins
Podcast - Death to "higher for longer"
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

01-12-2023
8 mins
Podcast - Why are pets good for you?
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

28-09-2023
17 mins
Our Investment Strategy for July 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for July 2025

09-07-2025
9 mins
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.

26-09-2024
11 mins
Today is not like the 2000 dot com bubble
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.

01-03-2024
11 mins
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.

26-06-2024
16 mins
2025 Investment Themes
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.

18-12-2024
20 mins
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.

17-10-2024
5 mins
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.

28-02-2025
11 mins
Podcast - Our investment strategy for November 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for November 2023.

15-11-2023
7 mins
Know the essentials of trend-following
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?

06-03-2024
8 mins
Podcast - Our investment strategy for January 2024
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?

17-01-2024
4 mins
The Fed should be more patient
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?
22-02-2024
9 mins
Market corrections are the cost of investing for long-term gains
Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses market corrections.

11-03-2025
5 mins
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.

05-07-2024
5 mins
Our Investment Strategy for September 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2024

12-09-2024
5 mins
3 points to remember for the Summer
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.

01-08-2024
8 mins
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.

30-04-2025
7 mins
Podcast - Our investment strategy for June 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for June 2023.

13-06-2023
3 mins