#Podcast — 19.04.2021

“Green” Metals are the Key to Energy Transition: Follow the Green

#Articles — 16.04.2021

Currencies Focus

March saw a worldwide rise in infections rates, leading to new lockdown measures. The UK and US are the two standouts thanks to their strong vaccination programs

#Podcast — 14.04.2021

TRANSPORT: BACK TO THE FUTURE

In today’s podcast, Edmund and Charlotte discuss transport

#Articles — 13.04.2021

Flash: Performance review first quarter 2021

The vaccination progress worldwide brought back hope for markets over Q1.

#Video — 12.04.2021

INVESTMENT STRATEGY VIDEO APRIL 2021

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 12.04.2021

EU Vaccine Surge In Q2?!: It is always darkest before dawn…

#Articles — 12.04.2021

Fixed Income Focus April

The ECB's decision to significantly step up its bond purchases was more a compromise than a unanimous decision

#Articles — 09.04.2021

Equities Focus

Implied volatility is resetting, lower: the VIX volatility index has broken down through the 20 level, highlighting lower risk sentiment and the bullish outlook for global equity markets.

#Podcast — 07.04.2021

BITCOIN: BUBBLE OR ANTI-BUBBLE?

In today’s podcast, Edmund and Charlotte discuss inflation.

#Articles — 06.04.2021

Investment Strategy Focus - April 2021

#Podcast — 31.03.2021

IS A NEW ERA IN INFLATION JUST AROUND THE CORNER?

In today’s podcast, Edmund and Charlotte discuss inflation.

#Podcast — 29.03.2021

When Policy Fears Create Opportunity in China Bonds

#Articles — 25.03.2021

Strategy Flash: China Equity Markets: Not Time to Lose Faith

This is a long overdue correction triggered by spike in US yields, concerns over China tightening and increasing regulations on China techs.

#Podcast — 24.03.2021

The shifting sands of consumption

In today’s podcast, Edmund and Charlotte address the topic of consumption.

#Articles — 23.03.2021

Bitcoin: Bubble or Anti-Bubble?

#Podcast — 22.03.2021

Goldilocks Still Eating Porridge

#Articles — 18.03.2021

Fed: Walking a tight rope

The Fed has maintained a dovish tone.

#Podcast — 17.03.2021

Riding commodity inflation

In today’s podcast Edmund and Charlotte discuss inflation in commodities.

#Articles — 16.03.2021

Focus Fixed Income March

Long-term rates have risen in recent months. The movement has been global and central bankers have not given a concerted response.

#Podcast — 15.03.2021

Hedge US Bonds for Yield Pickup for Euro and Yen based Investors

#Articles — 15.03.2021

Our 2021 Investment Themes Update

Our 2021 Investment Themes I BNP Paribas Wealth Management

#Articles — 14.03.2021

Reflation: riding commodity inflation

#Articles — 14.03.2021

Low volatility absolute return solutions

#Articles — 14.03.2021

Consumers: home is the new hub

#Articles — 12.03.2021

Equities Focus

Rising bond yields should not faze equities: as long as rising bond yields are accompanied by strong nominal growth, the strong growth driver usually wins out and equities gain.

#Articles — 11.03.2021

The Check is in the Mail

The Event: On Wednesday March 10, The US House of Representatives passed the Biden Administration’s $1.9 trillion additional fiscal stimulus bill into law.

#Podcast — 10.03.2021

Is the banking tide turning?

In today’s podcast, Edmund and Charlotte discuss banks and whether investing in bank stocks is a good idea.

#Articles — 10.03.2021

Currencies Focus

Declining infections rates, rising oil prices and small steps taken towards the exit of lockdowns marked February.

#Video — 08.03.2021

Investment Strategy Video March 2021

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 08.03.2021

Finally Financials ?

#Articles — 05.03.2021

Taper(less) tantrum

Long-term rates have risen in recent months. The movement has been global and central bankers have not given a concerted response.

#Articles — 03.03.2021

Investment Strategy Focus - March 2021

Economic optimism despite Covid: manufacturing and services activity expands globally despite rising Covid-19 infection rates.

#Podcast — 03.03.2021

Blowing Bubbles

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 01.03.2021

Turning from Positive to Neutral on Oil

#Podcast — 24.02.2021

Time for gold to shine again

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 22.02.2021

Recovery, Reflation, How Far and How Fast ? Who benefits ?

#Podcast — 17.02.2021

Time to rotate out of Big Tech?”

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 15.02.2021

Six reasons to buy silver

#Articles — 15.02.2021

Forex Focus

Stabilizing infections rates, stricter lockdown measures and volatile market sentiment marked January.

#Articles — 12.02.2021

Fixed Income Focus

The ECB will stay very accommodative this year and ignore the spectacular –and likely temporary- rise in inflation in January.

#Podcast — 11.02.2021

Small is beautiful

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 09.02.2021

Equities Focus

#Video — 08.02.2021

Investment Strategy Video February 2021

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 08.02.2021

Additional US Fiscal Stimulus

#Articles — 04.02.2021

Investment Strategy Focus - February 2021

Economic optimism despite Covid: manufacturing and services activity expands globally despite rising Covid-19 infection rates.

#Articles — 01.02.2021

A New Era for Industrial Metals

#Podcast — 01.02.2021

Main Street vs. Wall Street: What next?

#Articles — 27.01.2021

Global Economic Outlook 2021

#Podcast — 25.01.2021

US earnings season thus far…So Far…Very Good

#Podcast — 18.01.2021

Back the union jack

#Articles — 15.01.2021

Focus Fixed Income

Central banks (ECB, Fed) are likely to remain very accommodative in 2021, pursue their asset purchase programmes and not raise policy rates.

#Articles — 15.01.2021

Forex Focus

Rising infections rates, stricter lockdowns and a further risk appetite marked December.

#Articles — 13.01.2021

Equities Focus

Historically low real rates support equities: US and Euro 10-year real rates below -1% support equity valuations. Remain positive on equity exposure.

#Articles — 12.01.2021

Performance review for 2020, by asset class

#Video — 12.01.2021

Investment Strategy Video January 2021

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 11.01.2021

Investment Strategy Focus - January 2021

Economic optimism despite Covid: manufacturing and services activity expands globally despite rising Covid-19 infection rates.

#Podcast — 11.01.2021

The belated blue wave or Blue ripple

#Podcast — 08.01.2021

A bit of a blue wave in the end

#Articles — 04.01.2021

What are the prospects for 2021?

Despite human calamities, economic setbacks and political uncertainty, most stock markets ended the year surprisingly well, and exceptionally well in the United States. What does 2021 have in store fo

#Podcast — 04.01.2021

Focus on Vaccine, Recovery, and Reflation

#Articles — 28.12.2020

BREXIT: A Deal Is Done, Finally

The threat of a Brexit “no-deal” has finally been averted, with an agreement struck between the UK and the European Union.

#Podcast — 23.12.2020

A Christmas present from London?

#Articles — 22.12.2020

A year of hope

Last week, the stock markets resumed their year-end rally on growing hopes of a US stimulus deal and a UK-European trade deal.

#Podcast — 18.12.2020

Good news on the vaccines and other market supports

#Articles — 17.12.2020

Sector Focus

• The Covid-19 resurgence is hurting in many parts of the world. But in November, thanks to diminishing uncertainties (US elections, confirmed efficiency of some vaccines & improving expectations for

#Articles — 15.12.2020

Monthly Currency Outlook December 2020

After the US election, the dollar suffered from a gradual return of risk appetite. Then, encouraging news on effective vaccines supported market sentiment and the prospect of a strong economic recover

#Articles — 15.12.2020

It's all a question of trust

Despite the tight counts, a narrow victory and a divided parliament, the stock markets reacted very positively. Joe Biden becomes US President-elect After four days of close counts, the Democrat can

#Podcast — 14.12.2020

Major central banks stay “put” for longer

#Articles — 14.12.2020

Our 2021 Investment Themes

Our 2021 Investment Themes I BNP Paribas Wealth Management

#Articles — 14.12.2020

Enablers of smart technologies

Enablers of smart technologies I BNP Paribas Wealth Management

#Articles — 14.12.2020

Sniffing out yield truffles

Sniffing out yield truffles I BNP Paribas Wealth Management

#Articles — 14.12.2020

New consumption habits in a post-lockdown world

New consumption habits in a post-lockdown world I BNP Paribas Wealth Management

#Articles — 14.12.2020

Constructing a new diversified portfolio for a changing world

Constructing a new diversified portfolio for a changing world I BNP Paribas Wealth Management

#Articles — 14.12.2020

Enter the dragon: China’s opening of capital markets and economic

Enter the dragon: China’s opening of capital markets and economic I BNP Paribas Wealth Management

#Articles — 14.12.2020

The energy transition and the 'green deal‘

The energy transition and the 'green deal‘ I BNP Paribas Wealth Management

#Articles — 14.12.2020

Strong governance as an aid to low-risk outperformance

Strong governance as an aid to low-risk outperformance I BNP Paribas Wealth Management

#Articles — 14.12.2020

How demographic trends are improving the quality of life

How demographic trends are improving the quality of life I BNP Paribas Wealth Management

#Articles — 14.12.2020

Facing the challenge of a negative yield world

Facing the challenge of a negative yield world I BNP Paribas Wealth Management

#Articles — 14.12.2020

Vaccines, recovery, and reflation

Vaccines, recovery and reflation I BNP Paribas Wealth Management

#Video — 11.12.2020

Investment Strategy Video December 2020

Interview of Edmund Shing, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 11.12.2020

Focus Fixed Income - December 2020

Lower rates in the peripheral countries of the eurozone. Opportunities exist: we are turning positive on fallen angel bonds and emerging bonds in hard currency.

#Articles — 09.12.2020

Investment Strategy Focus - December 2020

New lockdowns in Europe are changing the shape of the economic recovery that we now forecast as a W (instead of a U).

#Podcast — 09.12.2020

Waiting for Policy News

#Articles — 08.12.2020

The vaccine-driven rally is running out of steam

After the momentum in the markets in November, the rally driven by vaccine news calmed down last week.

#Podcast — 07.12.2020

Buy Gold after Correction

#Podcast — 04.12.2020

Markets dependent on stimulus packages and vaccines

#Articles — 03.12.2020

Gold: a Buying Opportunity

The gold selloff that followed the vaccine news seems excessive. Vaccines may solve the sanitary crisis but the economy will continue to struggle, wit

#Podcast — 02.12.2020

Risk-on alive and kicking

#Articles — 01.12.2020

The markets look across the valley

With three vaccines about to reach the market and the beginning of a smooth transition of the US presidency, Wall Street set new record highs last week, despite a strong resurgence in infection rates

#Podcast — 30.11.2020

A November to Remember!

#Podcast — 27.11.2020

Record surge in this month of November.

#Articles — 26.11.2020

Sector Focus

• Some stock market indices reached new all-time highs on the back of extremely positive news about the search for Covid-19 vaccines and the results of the US elections deemed quite “equities friendly

#Podcast — 25.11.2020

The Market Rallies: Lockdowns, vs. Medium Term Reopening Potential

#Articles — 24.11.2020

The Great Rotation

After a rally lasting two weeks, the markets needed to take a breather last week.

#Podcast — 20.11.2020

High Spirit

#Articles — 18.11.2020

Monthly Currency Outlook November 2020

While October has been marked by the return of covid in Europe, markets experienced a major rebound in the first two weeks of November. The election of Joe Biden strongly fueled the renewed appetite

#Articles — 18.11.2020

Focus Fixed Income - November 2020

The European Central Bank is preparing to take more easing measures. The first EU bonds are a great success.

#Articles — 17.11.2020

Light at the end of the tunnel

Despite the tight counts, a narrow victory and a divided parliament, the stock markets reacted very positively. Joe Biden becomes US President-elect After four days of close counts, the Democrat can

#Podcast — 16.11.2020

The Vaccine Announcement Heard Around the World

#Video — 13.11.2020

Update : Investment Strategy Video November 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 13.11.2020

End of the Vaccine rally?

#Video — 10.11.2020

Investment Strategy Video November 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 09.11.2020

No blue wave in America but a green wave in stock markets

Despite the tight counts, a narrow victory and a divided parliament, the stock markets reacted very positively. Joe Biden becomes US President-elect After four days of close counts, the Democrat can

#Articles — 09.11.2020

An effective vaccine is coming soon

#Podcast — 09.11.2020

Has the Blue Wave turned into a Blue Ripple? Gridlock = Goldilocks…..

#Articles — 09.11.2020

Has the Blue Wave turned into a Blue Ripple? Gridlock = Goldilocks…..

Presently, President Trump’s road to the White House depends critically on winning the battleground states.

#Podcast — 06.11.2020

The suspense remains intact

#Articles — 05.11.2020

Investment Strategy Letter: November 2020

New lockdowns in Europe are changing the shape of the economic recovery that we now forecast as a W (instead of a U).

#Podcast — 04.11.2020

An uncertain election

#Podcast — 04.11.2020

An uncertain election

#Articles — 04.11.2020

Update on Elections 2020: Déjà vu? Or Blue Wave…

Presently, President Trump’s road to the White House depends critically on winning the battleground states.

#Articles — 04.11.2020

Update on Elections 2020: Déjà vu? Or Blue Wave…

Presently, President Trump’s road to the White House depends critically on winning the battleground states.

#Articles — 03.11.2020

A Peak of Uncertainty

Equity markets had their worst week since March. Concerns over the resurgence of the pandemic and the US election results increased. Last week, the S&P 500 and Stoxx Europe 600 indices both lost 5.6%.

#Podcast — 02.11.2020

Final US Election Preview and Implications of European Lockdowns

#Podcast — 02.11.2020

Final US Election Preview and Implications of European Lockdowns

#Podcast — 30.10.2020

New lockdowns lead to more volatility and opportunities.

#Articles — 29.10.2020

COVID-19: new lockdowns in europe

. The new lockdowns do not change our scenario of a rebound in growth in 2021. But the growth shape in 2020 will be different. . We expect a strong response in terms of economic policy: more fiscal

#Articles — 26.10.2020

The second wave of the pandemic will likely drag Europe into a double-dip recession

#Podcast — 23.10.2020

A Non-Event

#Podcast — 21.10.2020

The Waiting Game

#Articles — 20.10.2020

Euphoria on eurozone peripheral debt

Long-term bond yields in eurozone peripheral countries are running at all-time lows. Will they go as far as zero?

#Podcast — 19.10.2020

Too much bad news

#Podcast — 19.10.2020

The Skinny on a “Canada or Skinny Free Trade Agreement” vs. WTO rules Brexit

#Articles — 16.10.2020

Monthly Currency Outlook October 2020

The last few weeks have been choppier on the currency markets. While the market optimism surged early June, risk sentiment turned around mid-month as the COVID-19 newsflow was becoming more and more

#Articles — 15.10.2020

Sector Focus

More than ever, asset allocation depends on the risk-return trade-off. COVID-19 has been a game changer and will lead to low rates and yields for quite a long time. Guidance from central banks also p

#Articles — 15.10.2020

What are the long-term expected returns for the different asset classes?

#Articles — 14.10.2020

Do Elections Matter? Focus on Policy NOT Politics

The much anticipated US election is quickly approaching on November 3rd. Much ink has been spilled on this topic analyzing the politics. While it is no doubt a big political event, it is debatable how

#Video — 14.10.2020

Investment Strategy Video October 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 14.10.2020

Stalemated

#Articles — 13.10.2020

Performance review for the third quarter of 2020, by asset class

A third quarter that brings its first lot of encouraging news

#Articles — 13.10.2020

Hopes of US fiscal stimuli

Wall Street posted its biggest weekly rise since July on hopes of a rapid adoption of fiscal stimuli. Over the week, the S&P 500 was up 3.8% and the Stoxx Europe 600 gained 2.1%.

#Podcast — 12.10.2020

Only Thing we Have to Fear is Fear Itself

#Articles — 09.10.2020

Focus Fixed Income - October 2020

Short-term risks are piling up. Fortunately, central banks will remain accommodative. We explore three scenarios to take advantage of the US elections.

#Articles — 07.10.2020

Investment Strategy Letter: October 2020

We stick to our U-shaped economic recovery scenario: growth will pick up in the second half of 2020 and gain momentum in 2021.

#Podcast — 05.10.2020

Markets Focus on Policy Not Politics

#Articles — 30.09.2020

Covid-19: what is the long-term future Of the real estate market ?

The current pandemic will undoubtedly impact the real estate asset class. However, this correction cycle is likely to be short

#Podcast — 30.09.2020

Still clouded

#Articles — 29.09.2020

A correction or a change in trend?

Last week was quite negative for European equities, with the Stoxx Europe 600 losing 3.6%. The flagship US equity index, the S&P 500, shed only 0.6%

#Podcast — 28.09.2020

Take Advantage of What the Markets Give You! - Sell Dollar, Add to Equities....

#Podcast — 25.09.2020

September: a Month of Rising Concerns

#Podcast — 23.09.2020

Turnaround Tuesday

Follow our daily podcasts

#Podcast — 21.09.2020

Warren Buffett is buying Japanese stocks. Should you join him?

Warren Buffett has taken a $6.25 billion bet on Japan’s five trading houses.

#Video — 17.09.2020

Investment Strategy Video September 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 16.09.2020

Monthly Currency Outlook September 2020

The last few weeks have been choppier on the currency markets. While the market optimism surged early June, risk sentiment turned around mid-month as the COVID-19 newsflow was becoming more and more

#Podcast — 16.09.2020

Waiting for the Fed once again

#Articles — 14.09.2020

Sector and regional rotation

US equities ended the week at new record highs but the dollar fell to a two year low.

#Podcast — 14.09.2020

We’re half way there ? Don’t worry we aren’t living on a prayer!

#Podcast — 11.09.2020

The markets are consolidating…

Follow our investment strategy in 2 minutes with our daily podcast

#Articles — 09.09.2020

Investment Strategy Letter: September 2020

The Covid-19 pandemic is not over, the authorities are putting in place local health measures that will be effective in limiting the economic impact. In our scenario, there will be no new widespread l

#Podcast — 09.09.2020

Techno Blues

Follow our investment strategy in 2 minutes with our daily podcast

#Articles — 07.09.2020

Time to pause for breath

US equities posted a fourth consecutive week of gains, driven by technology stocks and a strong housing market. On the other hand, European equities suffered from the unexpected drop in purcha

#Podcast — 07.09.2020

Update on Asian Equities

#Articles — 07.09.2020

Focus Fixed Income - September 2020

Les banques centrales n’envisagent même pas d’envisager de durcir les politiques monétaires

#Podcast — 04.09.2020

Profit Taking In The US

#Podcast — 04.09.2020

The Fall

#Podcast — 02.09.2020

Another Day Another Record

#Articles — 01.09.2020

AN EXCEPTIONAL MONTH OF AUGUST

US equities ended the week at new record highs but the dollar fell to a two year low.

#Podcast — 31.08.2020

The federal reserve chair powell rereleasing that prince song as “when doves (cry) sing”

The FOMC will now “seek to achieve inflation that averages 2 percent over time”, and as a result “judges that, following periods when inflation has been running persistently below 2 percent

#Podcast — 28.08.2020

Optimism reigns

#Articles — 25.08.2020

Tech giants post records

US equities posted a fourth consecutive week of gains, driven by technology stocks and a strong housing market. On the other hand, European equities suffered from the unexpected drop in purcha

#Podcast — 24.08.2020

Cash is Not King!

Long road to recovery for Labour Markets. Hence, Fed likely to be on hold for an extended period of time. Upcoming Jackson Hole and September meeting to be a focus on asymmetric inflation targeting.

#Podcast — 21.08.2020

The imperturbable Nasdaq

Retrouvez tous nos podcasts

#Articles — 20.08.2020

The incredible health of High Yield bonds

Valuations have become high. Even though central banks remain supportive, a little caution is needed in view of future risks.

#Articles — 18.08.2020

Are Equity Markets Overvalued?

Global equities are only a tad below the February record high

#Articles — 17.08.2020

Summer rally and sector rotation

Judging from the ongoing rally, spurred by encouraging economic indicators last week, stock markets were ignoring the persistent pandemic and growing political tensions.

#Podcast — 17.08.2020

Rise in Real Yields leads to Unwind in Some Key Trades

The key catalyst last week was the Russia announcement on vaccine thought not widely tested but reminds market of above that developed countries moving closer as well. Dozens of drugs in clinical tria

#Articles — 13.08.2020

Global Economic Outlook 2020

The covid-19 pandemic led to the world’s worst recession since the Great Depression. Indeed, most of the countries imposed restrictive measures and social distancing, with a very negative impact on s

#Articles — 11.08.2020

The markets see the glass half full

Judging from the ongoing rally, spurred by encouraging economic indicators last week, stock markets were ignoring the persistent pandemic and growing political tensions.

#Podcast — 10.08.2020

US-China tensions escalate further

US is forcing Tiktok and WeChat to sell/shut down its US operations in 45 days

#Articles — 06.08.2020

Not yet the day after tommorow, but the day after

This year is a turbulent one, to say the very least. So now that we are in the middle of the summer, it's time to pause and reflect on the markets and on today's particular investment environment.

#Articles — 06.08.2020

If you like gold, you should love silver, again

#Podcast — 05.08.2020

Stimulus hopes

Stimulus hopes

#Podcast — 03.08.2020

July FOMC meeting and Outlook for the September Meeting

July FOMC meeting and Outlook for the September Meeting

#Podcast — 29.07.2020

An eventfull week

An eventfull week

#Articles — 28.07.2020

Monthly Currency outlook July 2020

The last few weeks have been choppier on the currency markets. While the market optimism surged early June, risk sentiment turned around mid-month as the COVID-19 newsflow was becoming more and more

#Articles — 28.07.2020

Profit-taking on growth stocks, gold at a record high

Profit-taking on growth stocks, gold at a record high

#Articles — 28.07.2020

Gold at an all-time high, still a buy

Gold at an all-time high, still a buy

#Podcast — 27.07.2020

Strategy Podcast update

Greater EU fiscal integration turbocharges the Euro. The Trend is Your Friend….

#Articles — 24.07.2020

Sector Focus

Since early June we have seen a slowdown in the improvement in economic news and Western equity markets have been consolidating

#Articles — 21.07.2020

A deal regarding the EU recovery fund

A deal regarding the EU recovery fund

#Video — 08.07.2020

Investment Strategy Video July 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Podcast — 08.07.2020

The long and winding zone

The long and winding zone

#Articles — 07.07.2020

Investment Strategy Letter: July 2020

Stock markets have rallied since their lows in late March, recouping three quarters of the declines registered since mid-February in the wake of the Covid-19 pandemic. Since early June, the stock mark

#Articles — 07.07.2020

A stock market recovery despite a rebound in Covid-19

A stock market recovery despite a rebound in Covid-19

#Podcast — 06.07.2020

An update on Brexit and UK equities

We take profit after the recent rally in UK equities downgrading from overweight to neutral.

#Podcast — 03.07.2020

An unprecedented gap between trends in earnings and the stock market

An unprecedented gap between trends in earnings and the stock market

#Podcast — 01.07.2020

Towards a volatile 3rd quarter

towards a volatile 3rd quarter

#Articles — 29.06.2020

Markets resilience is being tested

Markets resilience is being tested

#Podcast — 29.06.2020

Towards a weaker dollar

Towards a weaker dollar

#Articles — 26.06.2020

Central bank QE: How far will risk taking go?

Central bank QE: How far will risk taking go?

#Podcast — 26.06.2020

The ECB saves the day

The ECB saves the day

#Articles — 25.06.2020

Alternative Funds – New opportunities

Alternative Investments have proven in Q1 their ability to limit the downside.

#Articles — 24.06.2020

A good week despite fears

A good week despite fears

#Podcast — 22.06.2020

Re-opening Aiding Recovery, how Bad is the Second Wave?

Re-opening Aiding Recovery, how Bad is the Second Wave?

#Podcast — 19.06.2020

Consolidation and sector rotation in the markets

Consolidation and sector rotation in the markets

#Podcast — 17.06.2020

The Powell put

The Powell put

#Articles — 16.06.2020

Sector Focus

Newsflow on both the pandemic and the economy recovery has improved. Leading indicators are clearly on the rise and some normalisation is taking place in China.

#Articles — 15.06.2020

The end of the rise?

The end of the rise?

#Podcast — 15.06.2020

Why Has the Dollar Weakened as We Forecasted?

Why Has the Dollar Weakened as We Forecasted?

#Articles — 12.06.2020

Fixed Income Focus - June 2020

Les banques centrales n’envisagent même pas d’envisager de durcir les politiques monétaires

#Articles — 12.06.2020

Focus Forex

In May, the strong investors’ optimism kept supporting the FX market. The risk-on mood since mid-May, and G10 currencies sharply rallied, in particular commodity currencies at the expenses of the gree

#Podcast — 12.06.2020

Equity markets find an excuse to correct

Equity markets find an excuse to correct

#Podcast — 10.06.2020

A rest or something more?

a rest or something mire?

#Articles — 09.06.2020

Too fast, too strong...or not?

Too fast, too strong...or not?

#Video — 08.06.2020

Investment Strategy Video June 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 07.06.2020

2020 INVESTMENT THEMES POST COVID-19

2020 INVESTMENT THEMES POST COVID-19

#Articles — 07.06.2020

Deglobalisation: Beneficiaries Of The Reversal In Global Trade 

Deglobalisation: Beneficiaries Of The Reversal In Global Trade | BNP Paribas Wealth Management

#Articles — 07.06.2020

Innovations In Health Care: Technology Multiplies Discoveries And New Applications

Innovations In Health Care: Technology Multiplies Discoveries And New Applications I BNP Paribas Wealth Management

#Articles — 07.06.2020

Defensive Diversifiers: Seeking Low Risk Yields

Defensive Diversifiers: Seeking Low Risk Yields | BNP Paribas Wealth Management

#Articles — 07.06.2020

Quality Never Goes Out Of Fashion: Investing In High-Quality Companies

Quality never goes out of fashion: investing in high-quality companies I BNP Paribas Wealth Management

#Articles — 07.06.2020

Benefiting from disruption: 5G and Artificial Intelligence innovations

Benefiting from disruption: 5G and Artificial Intelligence innovations I BNP Paribas Wealth Management

#Podcast — 05.06.2020

Two stimulus packages in one day

Two stimulus package in a day

#Articles — 05.06.2020

ECB: reactivity and proactivity

ECB: reactivity and proactivity

#Articles — 04.06.2020

Investment Strategy Letter: June 2020

The rebound in leading indicators with the end of lockdowns that has begun in Europe and the US comforts our scenario of a gradual economic recovery in the second half of the year, and amplifying in 2

#Articles — 03.06.2020

The stock markets have staged a comeback but will it be confirmed?

Equity markets have posted an unlikely rally since their March lows

#Podcast — 03.06.2020

Optimism

Optimism

#Podcast — 29.05.2020

Is it time to reposition on cyclical stocks?

Stocks have indeed rallied sharply since their lowest point on the 23rd of March.

#Articles — 29.05.2020

Rising political uncertainty in Hong Kong

China yesterday approved a proposal to impose new national security legislation in Hong Kong

#Podcast — 27.05.2020

Risk on, but...

Risk on, but...

#Articles — 26.05.2020

Square root

Square root

#Podcast — 25.05.2020

Reading the Tea Leaves: Takeaways from China’s NPC meeting

Reading the Tea Leaves: Takeaways from China’s NPC meeting

#Podcast — 22.05.2020

Source of concerns

Source of concerns

#Podcast — 20.05.2020

Catch a breath

Catch a breath

#Articles — 19.05.2020

What exactly does Mr Market want to tell us?

It is becoming increasingly apparent that the Coronavirus pandemic will have unprecedented repercussions on the global economy and of a magnitude that most investors will never have seen in their live

#Podcast — 18.05.2020

Why the Federal Reserve Not Going Negative is a Positive…

Why the Federal Reserve Not Going Negative is a Positive….

#Podcast — 15.05.2020

A new phase of doubt

A new phase of doubt

#Articles — 15.05.2020

Stock markets enter a new phase of doubt

Stock markets enter a new phase of doubt

#Podcast — 13.05.2020

Between a rock, a hard place and China

Between a rock, a hard place and China

#Articles — 12.05.2020

Focus Forex

In April, we witnessed a historical rebound on global equity markets, fuelled by investors optimism regarding the decrease of daily number of death cases in most covid-19 epicentres and expectations o

#Articles — 11.05.2020

The next test for stock markets

Last week stock markets were surprisingly positive in view of the appalling economic figures.

#Podcast — 11.05.2020

To “4G” or Not to “5G”, That is Certainly NOT the Question!

To “4G” or Not to “5G”, That is Certainly NOT the Question!

#Video — 07.05.2020

Florent Brones‘s video interview of 06 May

Florent Brones‘s video interview of 06 May

#Articles — 06.05.2020

Investment Strategy Letter: May 2020

The global economic recession linked to the Covid-19 pandemic is worse than expected and we are revising down our growth estimates for 2020.

#Podcast — 06.05.2020

Geopolitical and economical risks

Us and european markets

#Articles — 05.05.2020

Sell in May and go away?

Thanks to central bank support and hopes of a recovery in the economy, US equities recorded their best month since 1987.

#Podcast — 04.05.2020

Further Downward Earnings Revision Is Expected

Global Economy Is Now in Recession, Followed by U-shaped Recovery In 2H 2020 & Into 2021

#Podcast — 29.04.2020

May you live in interesting times

European equity markets

#Podcast — 27.04.2020

Do we Need to Go Lower Before We Go Higher?

We expect market consolidation (phase of formation of a solid bottom) in the short term after a strong rebound from March lows.

#Podcast — 24.04.2020

Equity Markets are looking for a new direction

US stocks fell the most in almost 3 weeks...

#Articles — 24.04.2020

No breakthrough on EU crisis financing

EU leaders met yesterday to find an agreement on an EU recovery fund.

#Articles — 24.04.2020

Will this crisis lead to inflation or deflation?

In the medium term we continue to expect deflation to be the main risk.

#Articles — 22.04.2020

What is the outlook for oil? What do the stock markets expect?

The tumbling of crude oil prices does not give us any indication of the economic outlook for the coming months

#Podcast — 22.04.2020

Oil wreck

US stocks fell the most in almost 3 weeks...

#Articles — 21.04.2020

Sector Focus

In early 2020, equity markets continued rallying but this momentum was abruptly stopped by the double black swan

#Articles — 21.04.2020

Focus Forex

The spread of the covid-19 epidemic led to a market collapse not seen since the Great Depression and the containment measures brought the global economy to a standstill.

#Podcast — 20.04.2020

The Incremental Opening

Markets rallied significantly last week

#Articles — 20.04.2020

Looking beyond the valley

For the second week in a row, equities closed in positive territory.

#Podcast — 17.04.2020

Have we already seen the lows?

The latest news on the coronavirus shows a number of confirmed infections close to 2.2 million people on the global basis.

#Video — 16.04.2020

Video Interview of Florent Bronès

Video Interview of Florent Bronès

#Articles — 15.04.2020

The situation on dividend cancellations

Background: several companies have announced the postponement or cancellation of their dividend;

#Articles — 14.04.2020

COVID-19: 14 APRIL UPDATE

Stock markets posted a decline of 32% in a little over a month between their mid-February highs and their lows of 23 or 24 March, according to the index.

#Articles — 14.04.2020

Holy week

Holy Week was a good week for stock markets.

#Video — 10.04.2020

Video Interview of Florent Bronès

Video Interview of Florent Bronès

#Articles — 09.04.2020

Investment Strategy Letter: April 2020

. The Covid-19 pandemic is an unprecedented health disaster in this past century. The peak was passed in Asia and is likely to be reached imminently in Europe. Nevertheless, it remains remote and unpr

#Podcast — 08.04.2020

Oil Volatility

European stock markets once again posted significant gains yesterday ...

#Articles — 07.04.2020

Towards more serenity...?

Equities closed last week on a bitter note as economic data began to show the extent of the damage.

#Articles — 06.04.2020

COVID-19: 6 APRIL UPDATE

At this morning’s opening (6 April), the financial markets bounced back (Eurostoxx and CAC 40 at +3.5%), after a positive trading session in Asia (Nikkei +4%), and US futures are showing a rise of 4%.

#Podcast — 06.04.2020

How Covid is Accelerating Our Mega Technology Trends of 2020

Technology is an area where we see massive benefits and potentially more investment capital post crisis.

#Articles — 03.04.2020

COVID-19: 3 APRIL UPDATE

Financial markets have entered an intermediate phase in which volatility remains high but stock markets react less than before to bad economic news.

#Podcast — 03.04.2020

Looking for clues?

The coronavirus remains the center of all attention...

#Articles — 01.04.2020

COVID-19: 1 APRIL UPDATE

The relative calm in the financial markets lasted only two days. Today (1 April) Asian stock markets plummeted. At the time of writing, European stock markets are losing 3-3.5% according to the indice

#Podcast — 01.04.2020

The worst quarter since 1987

US equity markets ended the down quarter with a down day...

#Articles — 30.03.2020

COVID-19: 30 MARCH UPDATE

There is huge uncertainty about the progression of the pandemic and its economic consequences. Market volatility remains significant.

#Articles — 30.03.2020

A rebound after the crash

The worst stock market crash in a month was followed by a three-day rally.

#Podcast — 30.03.2020

Are We There Yet?

Financial conditions are tightening despite aggressive interest rate cuts and other central bank policies globally including proactive cutting of interest rates and special programs to reduce financia

#Articles — 27.03.2020

COVID-19: 27 MARCH UPDATE

This morning, 27 March, the 3-day rally in the financial markets ended. At the time of writing, European stock markets were down 2.5% and US futures down 1.8%. All risk indicators have improved subst

#Podcast — 26.03.2020

COVID-19: 26 MARCH UPDATE

Market flash : Florent BRONES describes the situation on the financial markets

#Articles — 25.03.2020

COVID-19: 25 MARCH UPDATE

This morning (25 March) the financial markets are rebounding for the second day in a row (the Eurostoxx was +4.1% at the time of writing, after the Nikkei closed up 8%).

#Podcast — 25.03.2020

Rebound

After a couple of extremely difficult weeks, US equity markets rebounded strongly yesterday...

#Articles — 24.03.2020

COVID-19: 24 MARCH UPDATE

There is a strong rally on financial markets this morning (24 March); the Japanese stock exchange closed up 7%, the Eurostoxx was +4.5% at the time of writing and futures on the S&P500 were +4.6%).

#Articles — 23.03.2020

What is going to bring back confidence?

Over the past week, health, monetary and government authorities have taken exceptional measures both in scale and speed.

#Articles — 23.03.2020

COVID-19: 23 MARCH UPDATE

Monday 23 March was another day of stress on the financial markets. Asian stock markets closed sharply down, except in Japan (Nikkei +2%).

#Podcast — 23.03.2020

Massive market deleveraging & short-term USD funding stress

Leveraged hedge funds in the US, especially systematic strategies (risk-parity funds, CTAs, volatility-controlled funds) saw massive deleveraging in equities and bonds. Combined with huge outflows f

#Podcast — 20.03.2020

Calmer markets

Yesterday, brought a plaisant new developpment. US markets closed marginally up, while Europe grows by 3%...

#Articles — 19.03.2020

COVID-19: 19 MARCH UPDATE

Volatility levels in the markets are still very high and short-term uncertainty huge.

#Articles — 18.03.2020

COVID-19: 18 MARCH UPDATE

Volatility remains extremely high and short-term uncertainty persists but current stock market levels offer opportunities to add to positions for the medium/long term.

#Podcast — 18.03.2020

Rebound

US stocks rebound from their biggest rout since 1987

#Articles — 17.03.2020

COVID-triggered Market Turmoil: Q&A

COVID-triggered Market Turmoil: Q&A

#Articles — 16.03.2020

COVID-19: 16 MARCH UPDATE

Financial markets are still facing extreme tension. At the time of writing, stock markets had plunged in Europe (by 7-10%), and US futures are suspended (limits down 5%). Bond yields are falling sharp

#Articles — 16.03.2020

A week of extreme market fluctuations

The rapid spread of the coronavirus pandemic, economic containment and collapse of the oil price triggered the most abrupt stock market crash in more

#Podcast — 16.03.2020

When two black swans collide

The worst market crash since 1987 last week was triggered by two black swan events - COVID-19 declared as pandemic by WHO & oil price war – colliding together.

#Articles — 13.03.2020

COVID-19: 13 MARCH UPDATE

A short recession is very probable, bringing new interest rate cuts and fiscal stimulus packages.

#Articles — 12.03.2020

Overdone panic

A short recession is very probable, bringing new interest rate cuts and fiscal stimulus packages.

#Podcast — 11.03.2020

Volatility virus

The S & P500 rose 4.9% in hopes that President Trump and his team come up with measures such as reducing tax burdens...

#Video — 10.03.2020

Investment Strategy Video March 2020

Interview of Florent Brones, Chief Investment Officer BNP Paribas Wealh Management

#Articles — 09.03.2020

After the coronavirus, oil prices fuel new tensions on the financial markets

A short recession is very probable, bringing new interest rate cuts and fiscal stimulus packages.

#Podcast — 09.03.2020

There Will Be Blood……When will the Wound Heal?

Topic this week: oil. We had a monumental collapse in oil price on Friday and this Monday in Asia.

#Podcast — 06.03.2020

What a week!

The direction of financial markets remains firmly dictated by news related to the Coronavirus.

#Articles — 04.03.2020

Fed’s emergency rate cut

The Fed has cut its policy rate by surprise, outside of its usual meetings, but failed to reassure markets right after the announcement.

#Podcast — 04.03.2020

Volatility anyone?

Yesterday US stock markets once again headed south after the strong rebound on monday

#Articles — 03.03.2020

What should be done about this stock market correction?

The anguish concerning the coronavirus has triggered a fall in the stock markets, albeit with some delay.

#Articles — 02.03.2020

Equity markets: we keep our 'buy on dips' recommendation

Based on our expectation that global economic activity will pick up in the second half of the year, we stick to our ‘buy on dips’ recommendation.

#Podcast — 02.03.2020

The First Cut is Deepest....

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week.

#Articles — 28.02.2020

Escalating COVID concerns trigger global market risk-off

Fears of wider spread of COVID-19 outbreak triggered market risk-off sentiment this week

#Podcast — 28.02.2020

The equity market decline accelerates

Markets have been facing quite sharp corrections especially on the equity markets.

#Podcast — 26.02.2020

Where is the bottom?

For the second day in the row, world equity markets know steep losses.

#Articles — 24.02.2020

Pandemic fears escalate

Fears of an international spread of the coronavirus escalated as the number of contaminations in South Korea, Iran and Italy rose.

#Articles — 24.02.2020

Bond yields and equity markets have also been infected by the coronavirus

The club of eurozone countries with sovereign bonds offering yields of more than 1% is shrinking.

#Podcast — 24.02.2020

Quantquake Coming? Feeling a Few Tremors…

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week.

#Podcast — 21.02.2020

Two opposing views of the world... at least until yesterday

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week.

#Podcast — 19.02.2020

Liquidity over fear?

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week.

#Articles — 17.02.2020

The euphoria of 2000 is back

Equity markets have been surprisingly resilient to the negative impact of the coronavirus.

#Podcast — 17.02.2020

Oil's Well that Ends Well again?

Connect every Monday morning and get our weekly digest on what happened last week and what to expect for this week.

#Articles — 14.02.2020

The risk-return properties of Investment Strategies based on ESG criteria

The risk-return properties of Investment Strategies based on Environmental, Social and Governance criteria

#Podcast — 14.02.2020

The market bends but does not break

Markets took a pause yesterday after two days of gains.

#Articles — 13.02.2020

Focus Fixed Income - February 2020

The health crisis, triggered by the coronavirus outbreak, is expected to hamper global growth.

#Articles — 12.02.2020

Monthly Currency Outlook February 2020

The US dollar remains resilient

#Podcast — 12.02.2020

Central banks to the rescue?

The S&P 500 once again closed at record heights.

#Articles — 11.02.2020

Coronavirus Outbreak: An Economic Shock?

Recent development of the coronavirus outbreak seems to suggest that the virus is more contagious than SARS in 2003.

#Articles — 11.02.2020

Too fast, too soon?

Although the coronavirus pandemic is far from being under control, fears have given way to hopes in the financial markets.

#Video — 10.02.2020

Investment Strategy February 2020 Video

#Podcast — 10.02.2020

What’s Initial Impact from the Coronavirus?

Aggressive quarantine measures could lead to a sharp economic disruption in China. China’s 1Q20 GDP Growth could fall below 5%.

#Articles — 07.02.2020

Sector Focus

In early 2020, equity markets continued to rally. This rise was abruptly interrupted by the coronavirus epidemic in China.

#Articles — 07.02.2020

Investment Strategy Letter: February 2020

The Coronavirus epidemic is a new risk, which is very difficult to analyse, but it is a temporary one.

#Articles — 07.02.2020

Investment Strategy Letter: February 2020

The Coronavirus epidemic is a new risk, which is very difficult to analyse, but it is a temporary one.

#Podcast — 07.02.2020

Stock markets are back to record highs

Financial markets started the year with investors displaying strong convidence

#Articles — 06.02.2020

Oil: we move from neutral to positive

Crude oil prices have plummeted by 20% since their January highs, while tensions between the United States and Iran have fuelled the worst fears...

#Podcast — 05.02.2020

From fear to hope

After a difficult week, world stock markets recorded their largest rise since August.

#Articles — 03.02.2020

What is the impact of coronavirus?

The markets have started to price in a meaningful negative impact of the coronavirus on the economy.

#Podcast — 03.02.2020

Coronavirus: Lessons and Differences from SARS

Update and early thoughts on the coronavirus.

#Podcast — 31.01.2020

No surprises from the central banks

The key news in the past few hours beyond the coronavirus were news around central bank meetings in the US and in the UK.

#Podcast — 29.01.2020

Another perception

Yesterday, the S&P 500 rebounded after its biggest decline in 4 months ...

#Articles — 27.01.2020

Sector Focus

Late 2019/ early 2020, equity markets have continued rallying. We still favour the 'Value' style and relatively cheap sectors.

#Articles — 27.01.2020

In the grip of the coronavirus

Last week, stock markets were rocked between the reassuring results reported by companies and the growing fear of a coronavirus epidemic.

#Podcast — 27.01.2020

Italian elections and coronavirus

The markets are consolidating and the first reason why this consolidation is happening today is the coronavirus in China.

#Podcast — 24.01.2020

January 2020= January 2018?

Like in January 2018, equity markets are in technically overboard territory. In addition, they face obstacles from excessive positive sentiment...

#Articles — 23.01.2020

The Impact of Coronavirus: If History is any Guide

The recent acceleration of the coronavirus outbreak, which was first detected in Wuhan in central China in December 2019;

#Articles — 22.01.2020

Positive recommendation on the heavily discounted energy sector

#Podcast — 22.01.2020

Pandemic fears

US Equity market fell from record heights yesterday on reports of a deadly illness that originated in China that migrated to the US.

#Articles — 21.01.2020

Climbing higher and higher

Equities hit new records, helped by good economic data in China and the US, excellent results from major US banks and fading trade tensions.

#Articles — 20.01.2020

Focus Fixed Income - January 2020

2019 was marked by a reversal of monetary policy on the part of the main central banks, with rate cuts and the return of bond buying programmes.

#Podcast — 20.01.2020

FINALLY THE PHASE ONE IS SIGNED

President Trump claimed that it is "one of the greatest trade deals ever". Is this true ? The key contents of the deal.

#Podcast — 17.01.2020

The equity markets have set new records

#Articles — 17.01.2020

Alternative solutions to cash

"Yes, it's difficult to find safe and profitable ways to invest money" said Jens Weidmann, president of the German central bank."

#Articles — 16.01.2020

Monthly Currency Outlook January 2020

Monthly Currency Outlook January 2020 I BNP Paribas Wealth Management

#Podcast — 15.01.2020

PART 1

#Video — 14.01.2020

Investment Strategy January 2020 Video

#Articles — 14.01.2020

Global Economic Outlook 2020

The manufacturing contraction in major exporting economies along with the uncertainty about international trade created recession fears but currently,

#Articles — 14.01.2020

Remarkable resilience

Despite intense geopolitical tensions at the beginning of January, stock market indices have risen.

#Articles — 13.01.2020

Investment Strategy Letter: January 2020

Our base-case scenario is that tensions between Iran and the US should not escalate. Our convictions for 2020 are unchanged.

#Podcast — 10.01.2020

A new record high

#Articles — 10.01.2020

Performance review of our 10 investment themes for 2019

Our 2019 investment themes have performed very well and in most cases and have outperformed their respective benchmark.

#Podcast — 08.01.2020

Calm before the storm?

#Articles — 07.01.2020

The death of a general: what impact?

#Podcast — 06.01.2020

Review of performance 2019

#Video — 06.01.2020

Our 2020 Investment Themes

Our 2020 Investment Themes I BNP Paribas Wealth Management

#Articles — 06.01.2020

The Environment And The Future Of Our Planet: Focusing On Water And Waste Management

The Environment And The Future Of Our Planet: Focusing On Water And Waste Management I BNP Paribas Wealth Management

#Articles — 06.01.2020

Defensive Diversifiers: Seeking Low Risk Yields

Defensive Diversifiers: Seeking Low Risk Yields | BNP Paribas Wealth Management

#Articles — 06.01.2020

From Monetary To Fiscal Policies: Opportunities In Infrastructure pending

From Monetary To Fiscal Policies: Opportunities In Infrastructure pending I BNP Paribas Wealth Management

#Articles — 06.01.2020

Consumers Become Hyper-Connected: New Trends In Digital Consumption

Consumers Become Hyper-Connected: New Trends In Digital Consumption I BNP Paribas Wealth Management

#Articles — 06.01.2020

Benefiting from disruption: 5G and Artificial Intelligence innovations

Benefiting from disruption: 5G and Artificial Intelligence innovations I BNP Paribas Wealth Management

#Articles — 06.01.2020

Deglobalisation: Beneficiaries Of The Reversal In Global Trade 

Deglobalisation: Beneficiaries Of The Reversal In Global Trade | BNP Paribas Wealth Management

#Articles — 06.01.2020

Quality Never Goes Out Of Fashion: Investing In High-Quality Companies

Quality never goes out of fashion: investing in high-quality companies I BNP Paribas Wealth Management

#Articles — 06.01.2020

Innovations In Health Care: Technology Multiplies Discoveries And New Applications

Innovations In Health Care: Technology Multiplies Discoveries And New Applications I BNP Paribas Wealth Management

#Articles — 06.01.2020

Investing in human capital:  ‘Best employers’, education and healthy living

Investing in human capital:  ‘Best employers’, education and healthy living I BNP Paribas Wealth Management

#Articles — 19.12.2019

Outlook 2020

Outlook 2020 I BNP Paribas Wealth Management

#Articles — 13.12.2019

News on a key deal between US and China on Trade

#Articles — 13.12.2019

UK Elections: Boris Johnson Wins An Absolute Majority

#Articles — 12.12.2019

Monthly Currency Outlook December 2019

Risk sentiment should be more supportive

#Articles — 10.12.2019

The US Employment Report Saves The Week

#Articles — 09.12.2019

Investment Strategy Letter: December 2019

After two months during which we have shifted a lot towards more optimism, we are not making any recommendation changes this month. We have remained long on the United States, the eurozone...

#Video — 09.12.2019

Our Investment Strategy Recommendations For December 2019 By Florent brones

#Articles — 09.12.2019

tina

Vaccines, recovery and reflation I BNP Paribas Wealth Management

#Articles — 19.11.2019

New records on Wall Street

The mood on the markets remains dominated by trade negotiations between the US and China.

#Articles — 15.11.2019

Monthly Currency Outlook November 2019

#Articles — 15.11.2019

Sector Repositioning Favoring The ‘Value’ Style

#Articles — 14.11.2019

Scandinavian currencies: Choose caution

#Video — 13.11.2019

Our Investment Strategy Recommendations For November By Florent brones

#Articles — 08.11.2019

November 2019: Investment Strategy Update

November 2019 : Investment Strategy Update I BNP Paribas Wealth Management

#Articles — 05.11.2019

A Good Year-End On The Cards?

Last week ended on an optimistic note thanks to a stronger-than-expected gain in job creations.

#Articles — 25.10.2019

What are the long-term expected returns for the different asset classes?

#Articles — 22.10.2019

Trends in first 3q-19 corporate results

#Articles — 21.10.2019

The Brexit Saga Continues

#Video — 17.10.2019

Our Investment Strategy Recommendations For October By Florent brones

#Articles — 17.10.2019

Monthly Currency Outlook October 2019

#Articles — 16.10.2019

The Fed buys Treasury bills but it isn’t QE

Following the Quantitative Easing programmes 1, 2 and 3, the Fed again increases the size of its balance sheet to provide liquidity to banks.

#Video — 15.10.2019

October 2019: Investment Strategy Update

October 2019 : Investment Strategy Update I BNP Paribas Wealth Management

#Articles — 26.09.2019

Could real estate and negative interest rates be the perfect match?