In this podcast, Edmund Shing, Global Chief Investment Officer, spotlights the global utilities sector.   Why should investors eye the utilities sector today?  What is powering utilities in Europe and the US?  The link between AI and utilities   Some bright investment ideas  Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, and Hiba Mouallem discuss the strategic importance, supply challenges, and investment opportunities surrounding rare earth metals. Critical Role: Rare earth metals (17 elements) are essential for technologies like semiconductors, defence systems, and renewable energy (e.g., wind turbines). China’s Dominance: China controls 90% of global refining capacity due to decades of heavy investment, creating a major supply bottleneck. Geopolitical Tensions: Rising demand from AI, defence, and green energy, combined with China’s export restrictions, has intensified US-China trade tensions and driven prices higher. US Response: The US is investing billions in domestic production and guaranteeing minimum prices to reduce reliance on China and stabilise supply. Investment Outlook: Rare earth metals present a medium-term investment opportunity, best accessed through diversified funds or ETFs covering global producers and refiners. Hosted on Ausha. See ausha.co/privacy-policy for more information.

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

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

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

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

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

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

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

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