EQUITIES

#Podcast — 17.02.2021

Time to rotate out of Big Tech?”

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

#Podcast — 11.02.2021

Small is beautiful

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

#Articles — 09.02.2021

Equities Focus

#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.

#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