Weekly Podcast and Snapshot

Entering a copper squeeze


In the past, the industrial metal copper has been used in many different ways, ranging from weaponry to construction and all things electrical. Today, copper demand is growing rapidly thanks to defence, electronics & technology, electricity generation & transmission and electric & hybrid vehicles.

This demand growth comes in the context of restricted supply, due to underinvestment in the recent years in this metal and disruptions at large mines. As per the International Copper Study Group global Copper supply will grow by only 0.9%, versus an expected demand growth of 2.1% year-on-year.

The projected supply-demand deficit should force coper prices higher. Several possibilities are then available for investors in order to take part in this commodity/market either through diversified commodities ETFs and funds, through direct investment in the physical copper or even in the mining companies.





Entering a copper squeeze

In this podcast, Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, discusses copper and explains why he thinks it’s an interesting investment for 2026. 








Snapshot

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

 



MACROECONOMICS

#MACROECONOMICS

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

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
28-09-2023
17 min mins
#MACROECONOMICS

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?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-09-2023
17 min mins
#MACROECONOMICS

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

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-10-2023
17 min mins