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
PODCAST
#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
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
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
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 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
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
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
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
