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BNP Paribas Wealth Management

Investment Strategy podcast
Inflation
Interest Rates
Gold
Artificial Intelligence
Copper
Commodities
China
Electric Vehicles
Emerging Markets
Precious Metals
S&P 500
US Dollar
US Economy
United States
Stock Market
Europe
Silver
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 weeklyEpisodes540Founded6 years ago
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Latest Episodes

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 globall... more

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 ?

• Q... more

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 impa... more

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 in... more

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Recent Guests

Isabelle Enos
Responsable Stratégie Marchés
BNP Paribas Banque Privée
Episode: Conflit au Moyen-Orient Les questions posées par nos clients
Patrick Casselman
Commodity Strategist
BNP Paribas Fortis
Episode: Or et métaux précieux : analyse après la récente correction
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
Edmund Shing
Chief Investment Officer
BNP Paribas Wealth Management
Episode: Investing in insurance: what’s the claim?
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 30 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.

Notre stratégie d'investissement pour mai 2026
Q: Quelles sont vos trois idées d'investissement privilégiées actuellement ?
Les idées sont: 1) l'infrastructure énergétique (production, transmission, LNG en Amérique du Nord), 2) les matières premières et les commodities (or, cuivre, aluminium), 3) le stockage de batteries industrielles et les matières premières associées comme le lithium.
Notre stratégie d'investissement pour mai 2026
Q: Les banques centrales vont-elles relever leur taux d'intérêt à court terme ?
La perspective reste incertaine; on anticipe peu de changement immédiat des taux directeurs, mais les décisions dépendront des trajectoires de croissance mondiale et d'inflation, avec une attention particulière sur l'évolution des conditions énergétiques et des pressions inflationnistes en Europe.
Notre stratégie d'investissement pour mai 2026
Q: Dans un contexte d'euphorie autour de l'intelligence artificielle, comment investir dans cette thématique aujourd'hui ?
Investir via les goulets d'étranglement énergétiques et la capacité de production et de transmission électrique des centres de données, puis compléter avec l'offre de matières premières clé comme le cuivre et le lithium pour les technologies associées, en privilégiant les acteurs du secteur énergétique et des infrastructures plutôt que de suivre purement les titres tech.
Matières premières : à la recherche d’un point d’entrée
Q: Quel est votre regard aujourd'hui sur le cycle des matières premières et son potentiel futur ?
Le cycle actuel est soutenu par une combinaison de facteurs géopolitiques et structurels: réouverture post-Covid, guerre en Ukraine, tarifs douaniers et contraintes autour du détroit d'Hormouz. Bien que les hausses récentes soient marquées, le potentiel ne disparaît pas et certains segments, notamment les métaux précieux et énergétiques, pourraient continuer à afficher de solides performances si les conditions d'offre restent serrées et les tensions persistent.
Le conflit en Iran ravive les risques sur l’inflation et la dette
Q: After more than a month of tensions in the Middle East, what is your central scenario for inflation and growth?
The base case envisages a de-escalation in the coming weeks to months, with slower growth and higher energy costs pushing inflation up temporarily, but without a durable second-round pass-through into prices, assuming central banks remain credible and inflation dynamics normalize gradually.

Audience Metrics

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

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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 Economics Show
3. Merryn Talks Money
4. Unhedged
5. UBS On-Air: Market Moves

How many episodes of BNP Paribas Wealth Management are there?

BNP Paribas Wealth Management launched 6 years ago and published 540 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. Isabelle Enos
2. Patrick Casselman
3. Guy Ertz
4. Hiba Mouallem
5. Edmund Shing
6. Edouard Desbonnets

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