BNP Paribas Wealth Management

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, Analyste Senior de Hedge Funds chez BNP Paribas Wealth Management, explique la stratégie de suivi de tendance.

Définition du suivi de tendance

Les investisseurs peuvent-ils bénéficier des tendances à la hausse et à la baisse des prix ?

Comment les CTA gagnent-ils de l’argent ?

Comment les stratégies CTA améliorent-elles la diversification du portefeuille ?

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.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 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 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 from US stocks over the next 5 to 10 years?

5.       If there is a rotation out of US large-cap stocks, which areas of stock markets could benefit?

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?

1) Une inflation plus faible signifie-t-elle une baisse des taux d’intérêt des banques centrales ? 2) Après une fin d’année en force sur les marchés boursiers, peut-on s’attendre à un scénario similaire en 2024 ? 3) L’or a augmenté de 13 % en 2023, peut-on s’attendre à ce que ce rallye se poursuive ? 4) Quelles sont nos 4 principales recommandations pour 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?

• Rebond spectaculaire des actions, des obligations et du metal or depuis les plus bas d'octobre 2023

• Vente massive de début janvier

• Que peut-on attendre des marchés actions en 2024 ?

• Trois idées d’investissement dans l’environnement actuel

·         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

Dans ce podcast, Guy Ertz, Chief Investment Advisor de BNP Paribas Wealth Management donne ses perspectives pour 2024.

• Jusqu'où l'inflation peut-elle baisser ?

• Bénéficiez de rendements obligataires et de crédit attractifs

• Identifier les zones géorgaphiques attractives.

• Les actifs illiquides sont-ils une bonne carte à jouer ?

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?

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,
Chief Investment Officer, gives his reasons for a stock market rally at the end
of this year.  

· Whatdo 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, 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.

Guy Ertz explique les avantages de l'investissement durable en terme de performance. 1) L’investissement durable coûte-t-il cher à la performance des investissements au fil du temps ? 2) Les principales thématiques durables ont-elles surperformé ? 3) La corrélation entre la surperformance et de meilleurs scores de durabilité 

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? 

Dans ce podcast, Jeremy fasquelle et Guy Ertz analysent les récents sommets du cours de l’or et donne 5 faits surprenants sur le métal jaune. 

 . Quelle est la quantité d’or en circulation aujourd’hui ?    

 . D’un point de vue usage, dans quel domaine l’utilisons-nous ?

 . Qui sont les acheteurs d'or aujourd'hui ? 

. Peut-on investir dans l’or via des fonds ou des ETF ?

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 

Jeremy Fasquelle et Guy Ertz échangent sur les risques d'un scénario de stagflation comme dans les années 1970.

• Quels sont les similitudes entre le contexte actuel et celui des années 1970 ?

• Quelles sont les différences ? 

• Pourquoi nous pensons qu'une période prolongée de stagflation est désormais peu probable.