EQUITIES

Equities Focus

#Articles — 15.06.2021

Equities Focus

World ex-US equities back at peak after 14 years: 14 years after their 2007 peak, World ex- US equities are back again (already past this peak in euro terms). Should we break to a new all-time high

+
Equities Focus

#Articles — 10.05.2021

Equities Focus

Equity markets still in a clear uptrend: the key US, Europe, Japan and Emerging Markets stock indices remain well above their 200-day moving averages, pointing to clear uptrends.

+
HOW TO BUY LOW AND SELL HIGH

#Podcast — 21.04.2021

HOW TO BUY LOW AND SELL HIGH

Edmund and Charlotte discuss market timing and some proven investment strategies.

+
Equities Focus

#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.

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

#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.

+
Equities Focus

#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 — 15.06.2021

Equities Focus

World ex-US equities back at peak after 14 years: 14 years after their 2007 peak, World ex- US equities are back again (already past this peak in euro terms). Should we break to a new all-time high

+

#Articles — 10.05.2021

Equities Focus

Equity markets still in a clear uptrend: the key US, Europe, Japan and Emerging Markets stock indices remain well above their 200-day moving averages, pointing to clear uptrends.

+

#Podcast — 21.04.2021

HOW TO BUY LOW AND SELL HIGH

Edmund and Charlotte discuss market timing and some proven investment strategies.

+

#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.

+

#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.

+

#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.

+

#Podcast — 03.03.2021

Blowing Bubbles

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

+