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Artwork for BNP Paribas Wealth Management

BNP Paribas Wealth Management

Investment Strategy podcast
Gold
Interest Rates
Inflation
Copper
China
Artificial Intelligence
Commodities
Electric Vehicles
Emerging Markets
Precious Metals
S&P 500
US Dollar
US Economy
United States
Stock Market
Silver
Europe
Infrastructure
Renewable Energy
Dollar

Get the best ideas from our investment strategists Do you want to know everything about the financial markets, keep abreast of economic news and learn some novel strategies? Each week a new podcast addresses a pertinent topic to help you navigate the markets and know what to focus on. For all our investment strategy, visit our website wealthmanagement.bnpparibas/ Hosted on Ausha. See ausha... more

PublishesTwice weeklyEpisodes535Founded6 years ago
Language
French
Number of ListenersCategories
BusinessInvesting

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Artwork for BNP Paribas Wealth Management

Latest Episodes

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 ... more

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 scena... more

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 valuatio... more

Dans le contexte géopolitique incertain, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée France, répond à trois questions fréquemment posées par nos clients.

• Le rendement de l'obligation d'État allemande (Bund allemand)... more

Key Facts

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Number of Listeners
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Recent Guests

Patrick Casselman
Commodity Strategist
BNP Paribas Fortis
Episode: Or et métaux précieux : analyse après la récente correction
Edmund Shing
Global Chief Investment Officer
BNP Paribas Wealth Management
Episode: Our Investment Strategy for February 2026
Guy Ertz
Deputy Global Chief Investment Officer
BNP Paribas
Episode: Les matières premières : le maillon manquant dans un portefeuille
Hiba Mouallem
Analyst at BNP Paribas Wealth Management
BNP Paribas Wealth Management
Episode: Métaux précieux : la tendance haussière devrait se poursuivre
Isabelle Enos
Head of Market Strategy
BNP Paribas Wealth Management
Episode: Pourquoi investir dans le secteur de l’assurance ?
Edouard Desbonnets
Senior Investment Strategist, Fixed Income
BNP Paribas Wealth Management
Episode: Tour d’horizon des obligations d'entreprises Investment Grade

Hosts

Hiba Mouallem
Investment strategist at BNP Paribas Wealth Management with recurring discussions on macro themes and asset strategies.
Jeremy Fasquelle
Host and discussion partner with a focus on practical investment narratives and market commentary.
Charlotte de Kerpoisson
Host of the wealth management podcast; facilitates strategy-driven conversations on markets and investment themes.

Reviews

4.7 out of 5 stars from 29 ratings
  • Cogent

    I find this a nice short burst of insight into investment once a week the two hosts are engaging and knowledgable and it is a friendly discussion. They have a twin track version in French you don’t have to listen to both! The theme music is appropriate but also slightly annoying it’s designed to go around & around in your head until they produce the next episode. 😂

    Apple Podcasts
    5
    ct1003
    United Kingdom4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Short, insight-driven weekly episodes with engaging hosts.
Bilingual option in French is appreciated by audience.
Theme music is catchy, though some listeners find it slightly annoying and memorable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu
Q: Quelles régions ou secteurs semblent les plus susceptibles de bénéficier des investissements dans l'énergie renouvelable et les solutions de stockage à la lumière de l'actuel contexte géopolitique?
Les regions importatrices d'énergie comme l'Europe et l'Asie pourraient accélérer les investissements dans le solaire, le stockage par batteries, et le nucléaire, afin d'améliorer la sécurité énergétique et réduire la dépendance vis-à-vis des hydrocarbures.
Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu
Q: Le cadre d'allocation traditionnel 60/40 est-il encore pertinent face à l'inflation plus élevée et à une corrélation potentiellement positive entre actions et obligations?
Oui, mais avec des ajustements: une réduction de la sensibilité à l'inflation, et une diversification accrue vers les matières premières, l'or, les infrastructures et des fonds alternatifs afin d'atténuer les chocs et offrir des sources de rendement non corrélées.
Conflit au Moyen-Orient - Réponses à vos questions après le récent cessez-le-feu
Q: Comment les marchés pétroliers intègrent-ils les perturbations d'approvisionnement et quelles sont les implications pour les prix à court et moyen terme?
Les marchés intègrent une correction lente et lointaine des perturbations; les prix au comptant restent élevés, mais les contrats à terme montrent des attentes de désescalade lente et d'un nouvel équilibre potentiellement supérieur à long terme, soutenu par des investissements dans le stockage, l'énergie renouvelable et l'infrastructure.
Or et métaux précieux : analyse après la récente correction
Q: Pour la suite, est-ce que les moteurs de long terme sur l'or restent intacts ?
Oui, les moteurs à long terme restent globalement intacts: l'inflation potentielle, les achats d'or par les banques centrales et les incertitudes géopolitiques qui poussent les investisseurs à diversifier hors du dollar soutiennent une tendance favorable à l'or, même si les conditions à court terme peuvent varier.
Or et métaux précieux : analyse après la récente correction
Q: Et dans votre analyse, quels seraient les moteurs principaux de cette correction ?
Les moteurs principaux identifiés sont la poussée du dollar, la hausse des taux liée à des perspectives d'inflation, et des prises de bénéfices/liquidité de la part des investisseurs, qui expliquent la correction tout en laissant une dynamique favorable à long terme pour l'or.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Location
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Household Income
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Frequently Asked Questions About BNP Paribas Wealth Management

What is BNP Paribas Wealth Management about and what kind of topics does it cover?

Investing and macro strategy insights are delivered through concise, issue-driven discussions anchored by senior strategists. Episodes cover emerging markets, European banks, gold and commodities, infrastructure, and regional dynamics in Asia and Japan, with frequent emphasis on policy impacts, rate expectations, and the role of AI in financial services. The format tends to be short, focused conversations that pair practical investment tactics with strategic market outlooks, sometimes alongside bilingual (French) content.

A notable edge is the blend of global, cross-asset perspectives from a consistent editorial team, plus a reputation for timely strategy notes and sectoral themes like commodities, mining, and infrastructure. This makes it... more

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Which podcasts are similar to BNP Paribas Wealth Management?

These podcasts share a similar audience with BNP Paribas Wealth Management:

1. FT News Briefing
2. The Markets
3. UBS On-Air: Market Moves
4. Exchanges
5. La Chronique Bourse

How many episodes of BNP Paribas Wealth Management are there?

BNP Paribas Wealth Management launched 6 years ago and published 535 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on BNP Paribas Wealth Management?

Recent guests on BNP Paribas Wealth Management include:

1. Patrick Casselman
2. Edmund Shing
3. Guy Ertz
4. Hiba Mouallem
5. Isabelle Enos
6. Edouard Desbonnets

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