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Edmund Shing

Investment Strategy Podcast

European carmakers on the skids

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management

European carmakers on the skids

Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
23-10-2024
14 mins

 

 

 


PODCAST

#PODCAST

A deep dive into event-driven strategies within the world of hedge funds (2/2)

In the second of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.

Pascal Chrobocinski, Senior Hedge Fund Advisor
Pascal Chrobocinski, Senior Hedge Fund Advisor
30-10-2024
9 mins
#PODCAST

European carmakers on the skids

Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
23-10-2024
14 mins
#PODCAST

When the going gets tough, the markets get going

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses crises and how the stock markets respond.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
17-10-2024
5 mins
#PODCAST

Our Investment Strategy for October 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for October 2024

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
10-10-2024
6 mins
#PODCAST

A deep dive into event-driven strategies within the world of hedge funds (1/2)

In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.

Pascal Chrobocinski, Senior Hedge Fund Advisor
Pascal Chrobocinski, Senior Hedge Fund Advisor
03-10-2024
11 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
Edmund Shing, Global Chief Investment Officer
26-09-2024
11 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
Edmund Shing, Global Chief Investment Officer
18-09-2024
11 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
Edmund Shing, Global Chief Investment Officer
12-09-2024
5 mins
#PODCAST

3 points to remember for the Summer

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
01-08-2024
8 mins
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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
Edmund Shing, Global Chief Investment Officer
01-08-2024
8 mins
#PODCAST

Our investment strategy for July 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, with his team of investment strategy experts, unveils their investment themes mid-year update.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
24-07-2024
20 mins
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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
Edmund Shing, Global Chief Investment Officer
17-07-2024
8 mins
#PODCAST

Our investment strategy for July 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for July 2024.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
10-07-2024
5 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
Edmund Shing, Global Chief Investment Officer
05-07-2024
5 mins
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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
Edmund Shing, Global Chief Investment Officer
26-06-2024
16 mins
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A quick tour of euro Investment Grade corporate bonds

In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.

Guy Ertz, Deputy Chief Investment Officer
Guy Ertz, Deputy Chief Investment Officer
20-06-2024
7 mins
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Opportunities in unloved stock markets today

In this podcast, Edmund Shing, Global Chief Investment Officer and Philippe Gijsels, Chief Investment Advisor at BNP Paribas Fortis Belgium, discuss investment opportunities and unloved stock markets.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
12-06-2024
11 mins
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The Investment Potential of Copper

In this podcast, Edmund Shing and Xavier Timmermans discuss the recent copper high levels and their high value potential

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
05-06-2024
9 mins
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China: Bottom in or will the property sector DragOn?

In this podcast, Prashant Bhayani shares with Dannel Low from the Asia CIO team the latest update on China.

Prashant Bhayani, CIO ASIA
Prashant Bhayani, CIO ASIA
28-05-2024
9 mins
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Equity Markets, potential for growth amid high valuations

In this podcast, Edmund Shing and Guy Ertz discuss the potential for equity markets to rise despite high valuations, considering economic trend and market factors

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
23-05-2024
10 mins
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Do Stocks really beat Cash?

Edmund Shing, Global Chief Investment Officer, compares stocks and cash performance.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
15-05-2024
6 mins
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The EMpire strikes back

Edmund Shing, Global Chief Investment Officer, talks about what is driving the stock markets higher, particularly Emerging Markets.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
06-05-2024
7 mins
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Ramping up investment in electricity transmission infrastructure

In this podcast Edmund unveils his opinion about electricity transmission infrastructure

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
23-04-2024
3 mins
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Summarising the current impact of Israel-Gaza-Iran tensions on financial markets

Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, at BNP Paribas Wealth Management, discuss the impact of escalating geopolitical tensions in the Middle East.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
17-04-2024
10 mins
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Our investment strategy for April 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for April 2024.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-04-2024
4 mins
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Make way for women investors

In this podcast Edmund, Charlotte and Isabelle discuss women investors.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
03-04-2024
8 mins
#PODCAST

Stock markets are eating themselves

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
27-03-2024
7 mins
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Gold is much more than just a barbarous relic

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his opinion on gold.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
20-03-2024
8 mins
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Our investment strategy for March 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for March 2024.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
13-03-2024
4 mins
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Know the essentials of trend-following

Pascal Chrobocinski, Senior Hedge Fund Analyst at BNP Paribas Wealth Management, talks about the trend-following strategy. Definition of trend-following Can investors benefit from rising and falling trends in prices? How do CTAs make money? How do CTA strategies improve portfolio diversification?

Pascal Chrobocinski, Senior Hedge Fund analyst
Pascal Chrobocinski, Senior Hedge Fund analyst
06-03-2024
8 mins
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Today is not like the 2000 dot com bubble

Edmund Shing explains the similarities and differences between today's AI-fuelled stock market rally and the last tech-based dot com bubble (and bust) of the Year 2000.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
01-03-2024
11 mins
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The Fed should be more patient

January US inflation figures were stronger than expected. What are the consequences? Edouard Desbonnets, and Guy Ertz, answer the following questions: • Is disinflation over in the US? • How will central bankers react to the rise in inflation in January. • Is there still time to buy bonds? • In which direction will the EUR/USD move?

Edouard Desbonnets, Senior Investment strategist
Edouard Desbonnets, Senior Investment strategist
22-02-2024
9 mins
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Our investment strategy for February 2024

1) Are the geopolitical risks currently underpriced in the markets? 2) Can the Fed really cut rates six times this year? 3) Is it too late to buy bonds? 4) Should we still buy stocks at all-time highs? 5) What is your key focus this month?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
14-02-2024
5 mins
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The Magnificent Seven meet the Good, the Bad and the Ugly

Edmund Shing, Global Chief Investment Officer explains the evolution of the Magnificent Seven, and guides to what the future may hold for them. • Who are the Good, the Bad and the Ugly? • $197 billion and the link with Meta. • Is Apple tumbling from the heights? • Do Tesla’s dashboard warning signs reflect its current woes? • Why the Magnificent Seven are splintering.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
08-02-2024
8 mins
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Are US stocks the only game in town?

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, gives his analysis of the US stock market. 1. Is the last decade’s cumulative return of 110%+ unusual in long-term performance history? 2. What are the performance drivers behind this extraordinary period? 3. To what extent can this outperformance be attributed to the “Magnificent 7”? 4. What do we realistically expect

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
02-02-2024
6 mins
#PODCAST

Buy new Highs

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses his convictions for buying when the markets are high. • Is it a good time to buy stocks today? • The context • The 52-week strategy explained • Why Japan?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
24-01-2024
5 mins
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Podcast - Our investment strategy for January 2024

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2024. 1) Does lower inflation mean lower central bank interest rates? 2) After a strong end to 2023 in stock markets, can we expect the same in 2024? 3) Gold rose 13% in 2023, can we expect this rally to continue? 4) What are your 4 top recommendations for 2024?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
17-01-2024
4 mins
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Podcast - Cooling off after a end-year sprint

In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his analysis for stocks and bonds market. • Stellar recovery in stocks, bonds and gold since October 2023-low • Early January sell-off • What can we expect from equity markets in 2024? • Three attractive areas to consider today

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
10-01-2024
6 mins
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Podcast - Outlook 2024: Why we stay positive on Stocks and Corporate Credit

In this podcast, Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management gives his outlook for 2024. • How far can inflation fall? • Lock in attractive bond and credit yields • Identify attractive regional stock markets • Are illiquid assets a good card to play?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
14-12-2023
5 mins
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Podcast - Death to "higher for longer"

In this podcast Edmund Shing explains what is « Higher for Longer » and why is it now over. • The context of interest rates and inflation • The reasons for the recent fall in yields • Reasons to stay positive on bonds

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
01-12-2023
8 mins
#PODCAST

Podcast - Can we expect a year-end rally in the stock market?

Edmund Shing, Chief Investment Officer, gives his reasons for a stock market rally at the end of this year. • What do the S&P 500, the Euro Stoxx 50 and the Nikkei 225 tell us? • Where are the famous Magnificent Seven heading? • Catalysts for a rebound explained

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
22-11-2023
4 mins
#PODCAST

Podcast - Our investment strategy for November 2023

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for November 2023.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
15-11-2023
7 mins
#PODCAST

Podcast - How to invest sustainably without sacrificing performance

Edmund Shing, Chief Investment Officer at BNP Paribas Wealth Management, argues the case for investing sustainably based on academic research. 1) Does Investing sustainably cost investment performance over time? 2) Have the main sustainable themes outperformed? 3) The correlation between outperformance and better sustainable scores. 4) The two methods to build a sustainable index explained.

Edmund Shing
Edmund Shing
10-11-2023
11 mins
#PODCAST

Podcast - Five surprising facts about Gold

In this podcast, Edmund Shing analyses the recent highs in gold and shares five surprising facts. • How much gold is in circulation today? • What are the main uses? • Who has been buying gold lately? • How much more gold is mined every year? • Do people tend to buy gold via funds and ETFs?

Edmund Shing
Edmund Shing
02-11-2023
7 mins
#PODCAST

Podcast - Five surprising facts about Gold

In this podcast, Edmund Shing analyses the recent highs in gold and shares five surprising facts. • How much gold is in circulation today? • What are the main uses? • Who has been buying gold lately? • How much more gold is mined every year? • Do people tend to buy gold via funds and ETFs?

Edmund Shing
Edmund Shing
02-11-2023
7 mins
#PODCAST

Podcast - The recent fall in stock markets

In today’s podcast, Edmund Shing analyse the recent corrections on the world stock markets : An ongoing stock market correction • The drivers of this pullback in stock markets • Solutions to diversify a portfolio in this context

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
26-10-2023
8 mins
#PODCAST

Podcast - What are the risks of a stagflation scenario as observed in the 1970's?

• What are the common factors, comparing today to the 1970s? • The current environment differs from the 1970s in several ways - what are they? • What are the risk factors to consider in today's economic environment? • Why we believe ultimately that a sustained period of stagflation is unlikely now.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-10-2023
8 mins
#PODCAST

Podcast - Should we worry about rising oil prices today?

In this podcast, Edmund Shing analyses the recent oil prices. Should we worry about rising oil prices today? What proportion of tax is paid on the petrol pump price? Price is set by the balance between supply and demand: explanation Why we think the crude oil price should not surge beyond $100/barrel Listen to our podcast

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-10-2023
17 mins
#PODCAST

Podcast - Our investment strategy for October 2023

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for October 2023.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 mins
#PODCAST

Podcast - Top investment themes to year-end

In this podcast, Edmund Shing, Chief Investment Officer, unveils his refreshed Investment Themes for 2023. · When consistent losers become winners · Scarcity and Security are the new watchwords · New income opportunities: from TINA to TARA

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
09-10-2023
5 mins
#PODCAST

Podcast - Why are pets good for you?

In this podcast, Edmund Shing and Charlotte de Kerpoisson discuss about the reasons for rising pet ownership in recent years. The health benefits of caring for an animal How are we humanising pets? Ideas about investing in the pet industry

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
28-09-2023
17 mins
#PODCAST

Podcast - Tackling the obesity epidemic

In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses the causes and consequences of obesity and its treatments. · Factors causing obesity · Related health conditions · So-called wonder drugs on the market · How to invest in this essential medical/health segment?

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
18-09-2023
17 mins
#PODCAST

Podcast - Our investment strategy for September 2023

In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
15-09-2023
10 mins
#PODCAST

Podcast - Did you know these five surprising financial facts?

In today’s podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, gives five financial facts and explains why they matter.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
13-06-2023
3 mins
#PODCAST

Podcast - Our investment strategy for June 2023

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for June 2023.

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
13-06-2023
3 mins
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STRATÉGIE D'INVESTISSEMENT

#STRATÉGIE D'INVESTISSEMENT

Podcast - Lutter contre l'obésité

Dans ce podcast, Guy Ertz expose les causes et conséquences de l'obésité et fait un tour d’horizon des différents traitements pour lutter contre ce fléau : . Facteurs à l'origine de l'obésité · Conséquences sur la santé · Medicaments miracles existant sur le marché · Comment soutenir les innovations dans ce secteur ?

Guy Ertz, Chief Investment Advisor
Guy Ertz, Chief Investment Advisor
18-09-2023
3 mins
#STRATÉGIE D'INVESTISSEMENT

Podcast - Notre stratégie d’investissement pour septembre 2023

Dans ce podcast, Guy Ertz dévoile sa stratégie d'investissement pour le mois de juin 202

Guy Ertz, Chief investment Advisor
Guy Ertz, Chief investment Advisor
15-09-2023
3 mins
#STRATÉGIE D'INVESTISSEMENT

Podcast - Notre stratégie d’investissement pour juin 2023

Dans ce podcast, Edmund Shing dévoile sa stratégie d'investissement pour le mois de juin 202

Edmund Shing, Global Chief Investment Officer
Edmund Shing, Global Chief Investment Officer
14-06-2023
3 mins