Key messages
- Surfing the monetary easing wave
- Infrastructure: the new industrial revolution
- Enjoy diversification: still a “free lunch”
- Monetising AI
- Healthy longevity: the Holy Grail
2025 Investment Themes
Investment Strategy Podcast
Strategy Team
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
20 mins
CATEGORY
MACROECONOMICS
#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
09-10-2023
17 min mins
09-10-2023
17 min mins
#MACROECONOMICS
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.
Edmund Shing, Global Chief Investment Officer
18-10-2023
8 min mins
18-10-2023
8 min mins
#MACROECONOMICS
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
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 min mins
09-10-2023
5 min mins
#MACROECONOMICS
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.
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 min mins
09-10-2023
5 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
18-09-2023
17 min mins
18-09-2023
17 min mins
#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
28-09-2023
17 min mins
28-09-2023
17 min mins
MARKET-STRATEGY
#MARKET STRATEGY
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.
Edmund Shing, Global Chief Investment Officer
13-06-2023
3 mins mins
13-06-2023
3 mins mins
#MARKET STRATEGY
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.
Edmund Shing, Global Chief Investment Officer
13-06-2023
3 mins mins
13-06-2023
3 mins mins
#MARKET STRATEGY
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.
Edmund Shing, Global Chief Investment Officer
15-09-2023
10 min mins
15-09-2023
10 min mins
PODCAST
#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
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
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
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
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
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
Edmund Shing, Global Chief Investment Officer
01-12-2023
8 min mins
01-12-2023
8 min mins
#PODCAST
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.
Edmund Shing, Global Chief Investment Officer
20-06-2024
7 mins
20-06-2024
7 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
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.
Edmund Shing, Global Chief Investment Officer
15-11-2023
7 min mins
15-11-2023
7 min mins
#PODCAST
A deep dive into event-driven strategies within the world of hedge funds
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.
Pascal Chrobocinski, Senior Hedge Fund Advisor
03-10-2024
11 mins
03-10-2024
11 mins
#PODCAST
The Magnificent Seven meet the Good, the Bad and the Ugly
Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management 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
08-02-2024
8 mins
08-02-2024
8 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
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
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
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 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
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
