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BNP Paribas Wealth Management

Investment Strategy podcast
Copper
Inflation
Energy Transition
China
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Euro Investment Grade Corporate Bonds
Investment Strategy
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Stock Markets
Cash
US Economy
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BNP Paribas Wealth Management
European Economy
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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 weeklyEpisodes529Founded6 years ago
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Latest Episodes

Dans ce podcast, Patrick Casselman, Commodity Strategist chez BNP Paribas Wealth Management, analyse la récente correction sur les marchés des métaux précieux, en se concentrant tout particulièrement sur l'or et ses perspectives à long terme.

• Les ... more

In this podcast, Edmund Shing, Global Chief Investment Officer and Philipp Gijsels, Chief Investment Strategist, discuss the recent correction in precious metals markets, with a particular focus on gold and its long‑term outlook.

• Precious metals p... more

In this podcast,Edmund Shing, Global Chief Investment Officer, examines the value stock resurgence: their strong comeback against growth stocks, driven by geopolitical tensions and inflation.

• The “Value factor” defined

• Performance of Value vs. ... more

In this podcast, Edmund Shing, Global Chief Investment Officer, and Jeremy Fasquelle discuss our investment strategy for March 2026.

Following a 2025 marked by sharp sectoral performance divergence, AI continues to reshape investment trends, creatin... more

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Recent Guests

Edmund Shing
Global Chief Investment Officer
BNP Paribas Wealth Management
Episode: Our Investment Strategy for March 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.

Apple Podcasts
#239
United Kingdom/Business/Investing
Apple Podcasts
#43
Belgium/Business/Investing
Apple Podcasts
#116
Belgium/Business
Apple Podcasts
#226
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Our Investment Strategy for March 2026
Q: Should investors continue to focus on essential metals and energy infrastructure rather than US tech mega caps?
Yes, focusing on energy infrastructure and raw material essentials has shown strength and may continue to outperform, while tech mega caps have underperformed recently, indicating a shift toward more inflation-sensitive and tangible asset exposure.
Notre stratégie d'investissement pour mars 2026
Q: Est-ce que vous pensez que c'est le cas aujourd'hui ?
Oui, il y a une rotation et une divergence marquée entre les gagnants liés à l'IA et les secteurs qui en souffrent, ce qui peut refléter une réaction excessive des investisseurs à certaines annonces, tout en offrant des opportunités sur des entreprises plus résilientes et à bas coût qui bénéficieraient de l'IA à moyen terme.
Notre stratégie d'investissement pour février 2026
Q: How do current valuations compare between Europe, the United States, and emerging markets?
The U.S. remains expensive, Europe is fairly valued, while many emerging markets are still seen as undervalued.
Notre stratégie d'investissement pour février 2026
Q: What fundamental economic factors could boost emerging markets?
Predicted interest rate cuts by central banks in emerging countries, coupled with strong economic growth, particularly in Asia and good valuation levels compared to the U.S.
Notre stratégie d'investissement pour février 2026
Q: Why do you think investors are currently underexposed to emerging markets?
Investors have primarily focused on U.S. markets due to their past performance, particularly between 2011 and 2024, overlooking the potential in emerging markets.

Audience Metrics

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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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1. Making Sense
2. UBS On-Air: Market Moves
3. Investors' Chronicle
4. The Markets
5. Merryn Talks Money

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BNP Paribas Wealth Management launched 6 years ago and published 529 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. Edmund Shing
2. Guy Ertz
3. Hiba Mouallem
4. Isabelle Enos
5. Edouard Desbonnets

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