BNP Paribas Wealth Management – Details, episodes & analysis

Podcast details

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BNP Paribas Wealth Management

Investment Strategy podcast

Business

Frequency: 1 episode/4d. Total Eps: 553

Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learn some 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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Apple

Data updated on 15/09/2026

Recent rankings

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Apple Podcasts

🇫🇷 France - Investing
15/09/2026
#93
🇫🇷 France - Investing
11/06/2026
#87
🇫🇷 France - Investing
10/06/2026
#65
🇫🇷 France - Investing
09/06/2026
#91
🇫🇷 France - Investing
18/05/2026
#85
🇫🇷 France - Investing
05/05/2026
#95
🇫🇷 France - Investing
04/05/2026
#71
🇫🇷 France - Investing
03/05/2026
#50
🇫🇷 France - Investing
02/05/2026
#56
🇫🇷 France - Investing
01/05/2026
#40

Spotify

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Score global : 32%

Publication history

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French budget and political concerns return

Wednesday, September 9, 2026 • Duration 10:47

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.

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Why investors should not ignore commodities

Thursday, July 30, 2026 • Duration 13:14

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 space
Risks to this theme

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Why should the Yen rebound?

Wednesday, July 22, 2026 • Duration 06:19

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.

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Defence back on the radar

Wednesday, July 15, 2026 • Duration 08:16

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.

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La défense revient au premier plan

Wednesday, July 15, 2026 • Duration 06:56

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.

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Our Investment Strategy for July 2026

Tuesday, July 7, 2026 • Duration 10:36

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.

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Notre stratégie d'investissement pour juillet 2026

Tuesday, July 7, 2026 • Duration 08:20

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour juillet 2026.

Les prix du pétrole sont récemment retombés autour des 70 dollars. Un aller-retour. Quel impact durable cette baisse aura au niveau macroéconomique ?
Après la récente une hausse des taux directeurs de la BCE, est-ce que vous anticipez d'ici la fin de l'année une hausse des taux de la Fed ?
La tendance actuelle des marchés actions dure désormais depuis 45 mois et les marchés actions affichent une progression depuis le début de l'année de 10%. Est-ce que cette performance repose essentiellement sur le mouvement sur les grandes capitalisations américaines ou est-ce que c'est autre chose ?
Le leadership boursier évolue régulièrement. Est-ce qu'on assiste toujours bien un changement dynamique ? Nous avions parlé de ces de cette rotation qu'on a actuellement de la tech vers la value est-ce que ce mouvement va durer ?

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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AI fundamental revolution or overhyped bubble?

Monday, July 6, 2026 • Duration 14:25

In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification.

Is artificial intelligence set to transform the way we live and work?
Can hyperscalers sustain their massive investments in AI?
AI semiconductors: lasting opportunity or signs of an earnings bubble?
How can investors gain exposure to the AI revolution today?
Beyond AI: where should investors look to diversify their portfolios?

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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L'importance de l’allocation stratégique d’actifs

Thursday, June 25, 2026 • Duration 14:46

Hiba Mouallem (Investment Strategist)et Sophie de La Chapelle (Global Head of Strategic Asset Allocation) abordent toutes les clés pour une allocation d'actifs optimale.

Comment l’allocation stratégique d’actifs peut-elle optimiser votre parcours financier à long terme tout en s’alignant sur votre tolérance au risque et vos objectifs ?
Pourquoi une véritable diversification nécessite-t-elle d’équilibrer des actifs qui se comportent différemment selon les conditions de marché ?
Saviez-vous que plus de 75 % du risque d’un portefeuille est déterminé par son allocation stratégique d’actifs plutôt que par des décisions à court terme ?
Comment une approche sur mesure peut-elle garantir que votre allocation de patrimoine fonctionne de manière cohérente entre tous vos actifs, contraintes et objectifs familiaux ?
Pourquoi une approche disciplinée en matière d’allocation stratégique d’actifs est-elle essentielle pour préserver le patrimoine à travers les générations ?

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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Hawkish Fed pivot: Implications for rates and long-term yields

Thursday, June 18, 2026 • Duration 06:24

In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets.

A shift towards a more hawkish Fed stance, with policymakers now considering rate hikes instead of cuts, alongside changes in Fed communication such as reduced forward guidance.
An uncertain rate outlook, where the Fed may remain on hold in the near term but could introduce a rate hike later in the year—potentially in December depending on economic data and political constraints.
Rising risks for bond markets, particularly at the long end of the curve, as reduced visibility uncertainty on long-term inflation and Fed decisions could increase term premia and push yields higher.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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BNP Paribas Wealth Management – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

BNP Paribas Wealth Management – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify