Edmund Shing, Chief Investment Officer, challenges the conventional wisdom around American exceptionalism. ·         Is the US really so exceptional and can this exceptionalism really continue over the long term? ·         Analysis of US stock performance ·         Should investors look to other regions? ·         The commoditisation of AI: who wins, who loses? Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, our Chief Investment Officer in Asia, Prashant Bhayani shares our latest view on DeepSeek development, addressing the following questions:   ■ Implications of DeepSeek on global technology sector?   ■ Can global investors ignore China equities?   ■ What is the upside from here? Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, dévoile ses convictions pour février 2025   Les droits de douane de Trump Impact des tarifs douaniers sur l'économie mondiale DeepSeek bouleverse le secteur de l'IA Changement de leadership sur le marché avec les banques et l'industrie en tête Principales recommandations pour février 2025 Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, unveils his convictions for February 2025 Trump's customs duties Impact of tariffs on the global economy DeepSeek disrupts the AI sector Change in market leadership with banks and industrials taking the lead Key convictions for February 2025 Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edouard Desbonnets et Guy Ertz discutent des obligations d'entreprises à haut rendement en euros. Quels ont été les moteurs de leur performance en 2024 ? La performance remarquable de 2024 peut-elle se répéter en 2025 ? Quels sont les risques à venir ? Et comment se comparent-elles aux obligations euro investment grade et aux obligations américaines à haut rendement ? Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edouard Desbonnets and Guy Ertz discuss euro high yield corporate bonds. What drove their performance in 2024? Can the remarkable performance of 2024 be repeated in 2025? What are the risks ahead? And how do they compare with euro investment grade and US high yield bonds? Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global Chief Investment Officer de BNP Paribas Wealth Management, dévoile sa stratégie d’investissement pour le mois de janvier 2025.     ·         Comment les marchés se sont-ils comportés en 2024 et quelles sont vos perspectives pour 2025 ? ·         Pourquoi parlez-vous d'économie à deux vitesses ?   ·         Quelles sont les perspectives sur les taux d’intérêt directeurs des banques centrales ?  ·         Qu'attendez-vous de la nouvelle présidence Trump ? . Quelle est votre opinion sur le secteur financier et les métaux précieux ?   Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2025.   ·         How did the markets perform in 2024 and what is your outlook for 2025? ·         Can you explain the two-speed economy?  ·         How do you expect benchmark interest rates to evolve this year? ·         What do you expect from Trump 2.0? ·         What is your opinion on financials and precious metals?   Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveils The Investment Themes 2025. Surfing the monetary easing wave  Infrastructure: the new industrial revolution Enjoy diversification: still a “free lunch” Monetising AI Healthy longevity: the Holy Grail Hosted by Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing,  Global Chief Investment Officer, Guy Ertz, Deputy Chief Investment Officer et Isabelle Enos, Responsable Stratégie Marchés dévoilent les thèmes d'investissement 2025 : Surfer sur la vague de l’assouplissement monétaire Infrastructures : la nouvelle révolution industrielle La diversification reste toujours le maître-mot Monétiser l’IA « Vieillir jeune », la révolution de la longévité Hosted by Ausha. See ausha.co/privacy-policy for more information.