BNP Paribas Wealth Management cover
BNP Paribas Wealth Management cover

BNP Paribas Wealth Management

BNP Paribas Wealth Management

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BNP Paribas Wealth Management cover
BNP Paribas Wealth Management cover

BNP Paribas Wealth Management

BNP Paribas Wealth Management

Subscribe

Description

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

Description

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

500 episodes

2 playlists

  • Podcast Solar Panels cover
    Podcast Solar Panels cover
    Podcast Solar Panels

    In this podcast, Edmund Shing, Global Chief Investment Officer, explores the renewed momentum behind solar energy in 2025, following a multi-year decline in ESG and clean energy investments. The S&P Global Clean Energy index enjoyed a 300% rally between January 2019 and January 2021 on the back of euphoria surrounding renewable energy investment. However, renewable energy funds then suffered a painful bear market from 2021 until early 2025, impacted by the sharp increase in the cost of debt funding and then a US shift away from clean energy with the November 2024 re-election of Donald Trump. Since April, we have seen a recovery take place in renewable energies and particularly in solar power, with the S&P Global Clean Energy Index rising 50%. Lower interest rates combined with strong growth in electricity demand from AI-dedicated data centres and from electrical vehicles have led to a resurgence in demand for low-cost sources of energy. Today, solar energy represents a key source of low-carbon electricity in the EU. Thematic ETFs and funds are an effective way to invest in renewable energy generally, or in solar energy specifically. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    10min | Published on October 16, 2025

  • Stratégie d'Investissement Octobre 2025 cover
    Stratégie d'Investissement Octobre 2025 cover
    Stratégie d'Investissement Octobre 2025

    La Fed pourrait-elle aller plus bas ? Pourquoi la BCE s'arrête-t-elle à 2 % ? La technologie ne se limite plus aux 7 Magnifiques Nous recommandons d’intégrer une exposition aux matières premières dans les portefeuilles diversifiés Changement de recommandation sur les actions à Surpondérer Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on October 9, 2025

  • Our Investment Strategy for October 2025 cover
    Our Investment Strategy for October 2025 cover
    Our Investment Strategy for October 2025

    How low can the Fed go?  Why is the ECB stopping at 2%, while inflation has returned to 2%, the euro is strengthening and eurozone growth is modest? Tech is no longer just about the Mag 7 We advise commodity exposure in diversified portfolios. Upgrading equities to Overweight Hosted by Ausha. See ausha.co/privacy-policy for more information.

    08min | Published on October 9, 2025

  • The rise of the Terrific Ten Chinese tech stocks cover
    The rise of the Terrific Ten Chinese tech stocks cover
    The rise of the Terrific Ten Chinese tech stocks

    In this podcast, Edmund Shing analyzes why Chinese technology stocks—despite their past volatility—are currently more attractive than the U.S.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

    09min | Published on October 7, 2025

  • Les matières premières : le maillon manquant dans un portefeuille cover
    Les matières premières : le maillon manquant dans un portefeuille cover
    Les matières premières : le maillon manquant dans un portefeuille

    Dans ce podcast, Guy Ertz, Deputy Global Chief Investment Officer, évoque l’importance stratégique des matières premières dans la construction d’un portefeuille d’investissement résilient et diversifié. ·       Actuellement, les investisseurs sont sous-exposés aux matières premières : les family offices mondiaux n’allouent que 1 % de leurs portefeuilles à cette classe d’actifs, malgré ses performances solides ces dernières années.   ·       Les matières premières ont généré des rendements impressionnants, notamment en 2025. L’indice S&P Equal Weight Commodities a progressé de 14 % cette année, tandis que les métaux précieux comme l’or, l’argent et le platine ont enregistré des gains compris entre 39 % et 58 %.   ·       La diversification est devenue plus difficile, car les actions et les obligations présentent désormais une forte corrélation positive. Cela réduit l’efficacité des obligations comme couverture, faisant des matières premières une alternative précieuse.   ·       Les matières premières offrent une diversification naturelle, réparties en quatre catégories — métaux précieux, énergie, métaux industriels et matières premières agricoles — chacune réagissant différemment aux cycles économiques et aux tensions géopolitiques.   ·       Il existe des moyens intelligents d’intégrer les matières premières dans un portefeuille, comme l’utilisation d’indices tels que le BNP Paribas Energy and Metals Enhanced Roll Index, des ETF diversifiés, ou des investissements ciblés dans des métaux spécifiques comme l’or, le cuivre et l’étain. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    11min | Published on September 26, 2025

  • Commodities: the missing section in portfolio diversification cover
    Commodities: the missing section in portfolio diversification cover
    Commodities: the missing section in portfolio diversification

    In this podcast, Edmund Shing, Global Chief Investment Officer discusses the strategic importance of commodities in building a resilient and diversified investment portfolio Despite strong performance this year, the portfolio allocation for  commodities remains very small compared to other asset classes. It has been always advised “not to put all your eggs in the same basket”, promoting diversification in the portfolios. However, in the last few years diversification was harder to achieve. Indeed, one would invest in bonds as a cushion facing the stocks allocation held in the portfolio but lately, we have globally seen a positive correlation between those two assets classes (except in China) in opposition with commodities which represent an asset class itself very diversified by nature as it gathers precious metals, energy, industrial metals... ETFs and Funds can provide exposure to this asset class either through a single commodity or a basket of commodities. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 26, 2025

  • Le lithium contre-attaque cover
    Le lithium contre-attaque cover
    Le lithium contre-attaque

    Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem, Investment Strategist, analyse pourquoi le lithium est un métal crucial aujourd’hui, ainsi que comment et pourquoi y investir.   Alors que le monde amorce sa transition vers une économie bas carbone, la demande en lithium s’envole. Ce métal stratégique est en effet un composant essentiel des batteries des véhicules électriques et des systèmes de stockage d’énergie issus du solaire et de l’éolien.   Mais l’approvisionnement en lithium reste complexe. Son extraction, techniquement exigeante, est concentrée dans quelques zones géographiques clés : l’Amérique du Sud, l’Asie et l’Australie. Cette concentration expose la chaîne d’approvisionnement à des risques géopolitiques croissants.   Côté marché, le prix du lithium a connu une forte volatilité et se situe actuellement à des niveaux historiquement bas. Cette chute a conduit à la fermeture temporaire de plusieurs mines, réduisant l’offre disponible. Toutefois, les fondamentaux de la demande restent solides : batteries de smartphones à plus grande capacité, besoins accrus en stockage d’énergie renouvelable, et montée en puissance des véhicules hybrides et électriques. Ces dynamiques devraient soutenir une reprise progressive des prix du lithium. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    09min | Published on September 19, 2025

  • Lithium batteries strike back! cover
    Lithium batteries strike back! cover
    Lithium batteries strike back!

    In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.  discusses batteries and lithium.   Why is lithium a crucial metal today? Factors driving lithium demand growth in 2025 and beyond Why do we expect higher lithium prices in the coming months and years? Investing in lithium and li-on batteries Hosted by Ausha. See ausha.co/privacy-policy for more information.

    10min | Published on September 19, 2025

  • Notre stratégie d'investissement pour septembre 2025 cover
    Notre stratégie d'investissement pour septembre 2025 cover
    Notre stratégie d'investissement pour septembre 2025

    Edmund Shing, Global Chief Investment Officer, dévoile ses convictions pour septembre 2025 :   ·         Peut-on s’attendre à ce que la dynamique positive actuelle des marchés actions mondiaux se poursuive jusqu’à la fin de l’année ? ·         Les investisseurs particuliers s’emballent-ils face aux rendements positifs des actions et d’autres actifs comme les cryptomonnaies ? Y a-t-il un risque d’optimisme excessif à ce stade, notamment aux États-Unis ? ·         Les dernières enquêtes montrent des signes d’amélioration de l’économie de la zone euro – est-ce une bonne nouvelle pour les  petites capitalisations européennes ? L’importance des métaux stratégiques comme le cuivre, l’argent et les terres rares pour la technologie. Comment investir dans cette thématique ? Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 11, 2025

  • Our Investment Strategy for September 2025 cover
    Our Investment Strategy for September 2025 cover
    Our Investment Strategy for September 2025

    Edmund Shing, Global Chief Investment Officer, unveils his convictions for September 2025 :   ·         Can we expect the current positive momentum in global stocks to continue until the end of the year?  ·         Are retail investors getting carried away by the positive returns from stocks and other assets like cryptocurrencies? Is there a risk of over-optimism at this point, especially in the US? ·         We have recently seen signs of an improving Eurozone economy in the latest surveys – is this good news for European small-cap stocks? ·         In your latest report, you talk about the importance of strategic metals like copper, silver and rare earth metals for technology. What are your preferred ways to invest in this theme? Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 11, 2025

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Description

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

Description

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

500 episodes

2 playlists

  • Podcast Solar Panels cover
    Podcast Solar Panels cover
    Podcast Solar Panels

    In this podcast, Edmund Shing, Global Chief Investment Officer, explores the renewed momentum behind solar energy in 2025, following a multi-year decline in ESG and clean energy investments. The S&P Global Clean Energy index enjoyed a 300% rally between January 2019 and January 2021 on the back of euphoria surrounding renewable energy investment. However, renewable energy funds then suffered a painful bear market from 2021 until early 2025, impacted by the sharp increase in the cost of debt funding and then a US shift away from clean energy with the November 2024 re-election of Donald Trump. Since April, we have seen a recovery take place in renewable energies and particularly in solar power, with the S&P Global Clean Energy Index rising 50%. Lower interest rates combined with strong growth in electricity demand from AI-dedicated data centres and from electrical vehicles have led to a resurgence in demand for low-cost sources of energy. Today, solar energy represents a key source of low-carbon electricity in the EU. Thematic ETFs and funds are an effective way to invest in renewable energy generally, or in solar energy specifically. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    10min | Published on October 16, 2025

  • Stratégie d'Investissement Octobre 2025 cover
    Stratégie d'Investissement Octobre 2025 cover
    Stratégie d'Investissement Octobre 2025

    La Fed pourrait-elle aller plus bas ? Pourquoi la BCE s'arrête-t-elle à 2 % ? La technologie ne se limite plus aux 7 Magnifiques Nous recommandons d’intégrer une exposition aux matières premières dans les portefeuilles diversifiés Changement de recommandation sur les actions à Surpondérer Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on October 9, 2025

  • Our Investment Strategy for October 2025 cover
    Our Investment Strategy for October 2025 cover
    Our Investment Strategy for October 2025

    How low can the Fed go?  Why is the ECB stopping at 2%, while inflation has returned to 2%, the euro is strengthening and eurozone growth is modest? Tech is no longer just about the Mag 7 We advise commodity exposure in diversified portfolios. Upgrading equities to Overweight Hosted by Ausha. See ausha.co/privacy-policy for more information.

    08min | Published on October 9, 2025

  • The rise of the Terrific Ten Chinese tech stocks cover
    The rise of the Terrific Ten Chinese tech stocks cover
    The rise of the Terrific Ten Chinese tech stocks

    In this podcast, Edmund Shing analyzes why Chinese technology stocks—despite their past volatility—are currently more attractive than the U.S.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

    09min | Published on October 7, 2025

  • Les matières premières : le maillon manquant dans un portefeuille cover
    Les matières premières : le maillon manquant dans un portefeuille cover
    Les matières premières : le maillon manquant dans un portefeuille

    Dans ce podcast, Guy Ertz, Deputy Global Chief Investment Officer, évoque l’importance stratégique des matières premières dans la construction d’un portefeuille d’investissement résilient et diversifié. ·       Actuellement, les investisseurs sont sous-exposés aux matières premières : les family offices mondiaux n’allouent que 1 % de leurs portefeuilles à cette classe d’actifs, malgré ses performances solides ces dernières années.   ·       Les matières premières ont généré des rendements impressionnants, notamment en 2025. L’indice S&P Equal Weight Commodities a progressé de 14 % cette année, tandis que les métaux précieux comme l’or, l’argent et le platine ont enregistré des gains compris entre 39 % et 58 %.   ·       La diversification est devenue plus difficile, car les actions et les obligations présentent désormais une forte corrélation positive. Cela réduit l’efficacité des obligations comme couverture, faisant des matières premières une alternative précieuse.   ·       Les matières premières offrent une diversification naturelle, réparties en quatre catégories — métaux précieux, énergie, métaux industriels et matières premières agricoles — chacune réagissant différemment aux cycles économiques et aux tensions géopolitiques.   ·       Il existe des moyens intelligents d’intégrer les matières premières dans un portefeuille, comme l’utilisation d’indices tels que le BNP Paribas Energy and Metals Enhanced Roll Index, des ETF diversifiés, ou des investissements ciblés dans des métaux spécifiques comme l’or, le cuivre et l’étain. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    11min | Published on September 26, 2025

  • Commodities: the missing section in portfolio diversification cover
    Commodities: the missing section in portfolio diversification cover
    Commodities: the missing section in portfolio diversification

    In this podcast, Edmund Shing, Global Chief Investment Officer discusses the strategic importance of commodities in building a resilient and diversified investment portfolio Despite strong performance this year, the portfolio allocation for  commodities remains very small compared to other asset classes. It has been always advised “not to put all your eggs in the same basket”, promoting diversification in the portfolios. However, in the last few years diversification was harder to achieve. Indeed, one would invest in bonds as a cushion facing the stocks allocation held in the portfolio but lately, we have globally seen a positive correlation between those two assets classes (except in China) in opposition with commodities which represent an asset class itself very diversified by nature as it gathers precious metals, energy, industrial metals... ETFs and Funds can provide exposure to this asset class either through a single commodity or a basket of commodities. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 26, 2025

  • Le lithium contre-attaque cover
    Le lithium contre-attaque cover
    Le lithium contre-attaque

    Dans ce podcast, Jeremy Fasquelle et Hiba Mouallem, Investment Strategist, analyse pourquoi le lithium est un métal crucial aujourd’hui, ainsi que comment et pourquoi y investir.   Alors que le monde amorce sa transition vers une économie bas carbone, la demande en lithium s’envole. Ce métal stratégique est en effet un composant essentiel des batteries des véhicules électriques et des systèmes de stockage d’énergie issus du solaire et de l’éolien.   Mais l’approvisionnement en lithium reste complexe. Son extraction, techniquement exigeante, est concentrée dans quelques zones géographiques clés : l’Amérique du Sud, l’Asie et l’Australie. Cette concentration expose la chaîne d’approvisionnement à des risques géopolitiques croissants.   Côté marché, le prix du lithium a connu une forte volatilité et se situe actuellement à des niveaux historiquement bas. Cette chute a conduit à la fermeture temporaire de plusieurs mines, réduisant l’offre disponible. Toutefois, les fondamentaux de la demande restent solides : batteries de smartphones à plus grande capacité, besoins accrus en stockage d’énergie renouvelable, et montée en puissance des véhicules hybrides et électriques. Ces dynamiques devraient soutenir une reprise progressive des prix du lithium. Hosted by Ausha. See ausha.co/privacy-policy for more information.

    09min | Published on September 19, 2025

  • Lithium batteries strike back! cover
    Lithium batteries strike back! cover
    Lithium batteries strike back!

    In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.  discusses batteries and lithium.   Why is lithium a crucial metal today? Factors driving lithium demand growth in 2025 and beyond Why do we expect higher lithium prices in the coming months and years? Investing in lithium and li-on batteries Hosted by Ausha. See ausha.co/privacy-policy for more information.

    10min | Published on September 19, 2025

  • Notre stratégie d'investissement pour septembre 2025 cover
    Notre stratégie d'investissement pour septembre 2025 cover
    Notre stratégie d'investissement pour septembre 2025

    Edmund Shing, Global Chief Investment Officer, dévoile ses convictions pour septembre 2025 :   ·         Peut-on s’attendre à ce que la dynamique positive actuelle des marchés actions mondiaux se poursuive jusqu’à la fin de l’année ? ·         Les investisseurs particuliers s’emballent-ils face aux rendements positifs des actions et d’autres actifs comme les cryptomonnaies ? Y a-t-il un risque d’optimisme excessif à ce stade, notamment aux États-Unis ? ·         Les dernières enquêtes montrent des signes d’amélioration de l’économie de la zone euro – est-ce une bonne nouvelle pour les  petites capitalisations européennes ? L’importance des métaux stratégiques comme le cuivre, l’argent et les terres rares pour la technologie. Comment investir dans cette thématique ? Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 11, 2025

  • Our Investment Strategy for September 2025 cover
    Our Investment Strategy for September 2025 cover
    Our Investment Strategy for September 2025

    Edmund Shing, Global Chief Investment Officer, unveils his convictions for September 2025 :   ·         Can we expect the current positive momentum in global stocks to continue until the end of the year?  ·         Are retail investors getting carried away by the positive returns from stocks and other assets like cryptocurrencies? Is there a risk of over-optimism at this point, especially in the US? ·         We have recently seen signs of an improving Eurozone economy in the latest surveys – is this good news for European small-cap stocks? ·         In your latest report, you talk about the importance of strategic metals like copper, silver and rare earth metals for technology. What are your preferred ways to invest in this theme? Hosted by Ausha. See ausha.co/privacy-policy for more information.

    07min | Published on September 11, 2025

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