Dans ce podcast, Edmund Shing, Global Chief Investment Office, discute de notre stratégie d'investissement pour juin 2026.

• La trajectoire des valeurs liées au matériel informatique peut-elle se prolonger ? Le risque de correction est-il désormais sous-estimé par les marchés ?

• Quel équilibre se dessine pour les hyperscalers et plus largement pour l’écosystèmes tech ?

• Quelle stratégie adopter pour les investisseurs exposés au S&P 500, au Nasdaq, au marché émergent ou aux valeurs technologiques ?

• Où subsistent encore des opportunités de valorisation attractives ?

• Quels sont les trois grands axes d'investissement permettant de capter la dynamique structurelle liée à l'essor de l'intelligence artificielle ?

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In this podcast, Edmund Shing, Global Chief Investment Officer discusses our investment strategy for June 2026.

• Can this almost parabolic move in IT hardware companies continue? How high is the risk of a market correction?

• What implications for the Hyperscalers and for the broader tech sector after Google recently announced a USD 80bn stock offering to fund AI investment plans?

• What should investors holding S&P 500, Nasdaq, Emerging Markets or tech stocks do now?

• The European tech sector has also caught AI fever, up 28% this year.  Where can we find cheap tech stocks now?

• What 3 themes can we invest in to ride the AI investment wave?

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In today’s podcast, Edmund Shing, Global Chief Investment Officer, discusses the technology sector and gives some investment ideas.  

• What factors have fuelled the Nasdaq’s stunning 21% YTD performance?   

• How are S&P500 ex-technology stocks faring? 

• Which regional markets are outperforming US tech? 

• A few investment ideas 

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In this podcast, Edmund discusses how oil-driven inflation and geopolitical risks are reshaping bond markets and creating opportunities for investors.

• Oil prices surge due to Strait of Hormuz closure and conflict impacts

• Inflation rises globally, with CPI and PPI readings in the US exceeding expectations

• Bond yields climb as real yields increase, pressuring equity markets

• Bonds offer attractive yields, making them a potential investment opportunity

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Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour mai 2026.

• Pourquoi les marchés actions sont-ils revenus sur leurs plus hauts alors que les prix du pétrole restent aussi élevés ?

• Quelle est l'ampleur réelle de la destruction de la demande pétrolière et quel impact pour l'économie mondiale ?

• Dans un contexte de folie autour de l'intelligence artificielle, comment investir dans cette thématique aujourd’hui ?

• Les banques centrales vont-elles relever leur taux d'intérêt à court terme ?

• Quelles sont les trois idées d'investissement les plus convaincantes actuellement ?

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In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for May 2026.

• Why are stocks back at their highs while oil prices remain elevated?

• How bad is oil demand destruction, Edmund, and how is this impacting the global economy?

• Amidst AI investment euphoria, how can we participate in the AI theme?

• Will we see higher central bank interest rates soon?

• What are three high-conviction investment ideas currently?

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Dans ce podcast, Hiba Mouallem, Investment Strategist, partage sa vision à long terme des matières premières.

• Pourquoi les matières premières restent-elles une classe d'actifs singulière ?

• Pourquoi les matières premières ne sont-elles pas un investissement à long terme de type "buy and hold" ?

• Les moteurs des supercycles des matières premières

• Quatre événements ayant soutenu la tendance haussière actuelle

• Quelles matières premières offrent un potentiel de hausse supplémentaire, et pourquoi ?

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In this podcast, Edmund Shing, Global Chief Investment Officer, shares his long view of commodities.  

• Why do commodities remain a very attractive asset class? 

• Why are commodities not a long-term buy and hold investment? 

• Drivers of the commodity supercycles  

• Four events that have supported the current uptrend 

• Which commodities offer further upside potential, and why? 

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Guy Ertz, Deputy Global CIO, et Hiba Mouallem, investment strategist chez BNP Paribas Wealth Management, reviennent sur le risque de stagflation, exacerbé par la guerre en Iran.

• Qu’est-ce que la stagflation, et pourquoi constitue-t-elle un risque ?

• Notre scénario central pour la croissance et l’inflation

• Comment les gouvernements peuvent-ils maîtriser l’augmentation de la dette publique sans sacrifier la croissance ?

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In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Hiba Mouallem, Investment Strategist, discuss stagflation, the primary risk associated with the Iran War.

• What is stagflation and why is it a risk today?

• Our base-case scenario for growth and inflation

• How can governments stem the rise in public debt without jeopardising growth?

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In the uncertain geopolitical context, Edmund Shing, Global Chief Investment Officer, answers three questions submitted by clients.  

• Has the German sovereign bond yield peaked? Is now a buying opportunity? 

• Is the evaporation of the Tech valuation premium, leading to multi-year lows, a good entry point today? 

• What is the impact of disruptions in oil products, aluminium, or helium on corporate earnings? 

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