Our Investment Strategy for July 2026 | BNP Paribas Wealth Management

Description

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.

Description

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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