BNP Paribas Wealth Management

In this podcast, Guy Ertz, Deputy Global Chief Investment Officer, and Jeremy Fasquelle, Marketing Manager at BNP Paribas Wealth Management, analyse the "blue sweep" in the US midterm elections, where Democrats gained majorities in both the House and the Senate.While affordability and inflation drove these results, the impact on markets is expected to be nuanced. AI investment is projected to remain resilient despite potential increases in regulatory scrutiny, though rising fiscal deficits may pressure long-term bond yields and support a gradual depreciation of the US dollar.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Officer, Germany discuss the space economy. This podcast explores the evolving economics of the space industry and the private sector's role, from specialised electronics and integrated value chains to the operations of downstream satellite operators. The discussion examines the role of space in defence, the reality of space tourism, and practical ways to invest in the sector. Finally, it distinguishes between viable future achievements or real investments and science fiction to provide a realistic outlook on the space economy.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Jeremy Fasquelle et Guy Ertz reviennent sur les dernières perspectives économiques mondiales du FMI et analysent les principales forces qui façonnent l’économie mondiale et les marchés financiers :Une croissance mondiale résiliente, soutenue par les investissements dans l’IA, les infrastructures et la défense.Les perspectives d’inflation, alors que l’IA alimente les tensions sur les prix à court terme mais pourrait avoir des effets désinflationnistes à plus long terme.Les principaux risques, des tensions géopolitiques et énergétiques à un possible retournement du cycle de l’IA et aux inquiétudes liées à la soutenabilité de la dette.Les banques centrales et les marchés obligataires, avec un focus sur l’évolution des taux directeurs, des rendements souverains et les opportunités d’investissement.Hosted on Ausha. See ausha.co/privacy-policy for more information.

IMF Global Outlook: Resilience in FocusIn this podcast, Jeremy Fasquelle and Guy Ertz discuss the latest IMF Global Economic Outlook and look at the key forces shaping the global economy and financial markets:Resilient global growth, supported by investment in AI, infrastructure and defence.Inflation dynamics, as AI adds to price pressures in the short term but could prove disinflationary over the longer term.Key risks, from geopolitical and energy-market tensions to a potential AI bust and debt sustainability concerns.Central banks and bond markets, with a focus on interest rates, government bond yields and investment opportunities. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer discuss our investment strategy for October 20261) Bond yields have surged 2) A normalisation, but not necessarily a new regime 3) What we like in this scenarioHosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the agribusiness, look at why it’s important, and outline the reasons for investing in this hot sector today.Agribusiness is emerging as one of the most compelling long-term investment themes within the real economy. Spanning the entire agricultural value chain, from crop production and farming inputs to food processing and distribution, the sector is benefiting from a combination of structural demand growth and tighter global supply conditions.Geopolitical tensions have disrupted agricultural markets in recent years, pushing up the prices of key commodities such as wheat, corn and soybeans, while also increasing the cost of essential inputs including fertilisers. At the same time, industry consolidation has strengthened the competitive position and profitability of leading agribusiness companies.Looking ahead, the sector stands to benefit from powerful secular trends. Farmland remains a scarce resource, global food demand continues to rise, and growing middle-class populations are driving increased consumption of higher-value food products. Against a backdrop of persistent inflation and renewed investor interest in real assets, agribusiness offers a differentiated source of long-term growth and diversification.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing and Guy Ertz discuss the recent surge in central bank rate expectations and long-term bond yields, and assess the implications for investors.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés analyse la situation française, son paysage politique, l'augmentation de la dette publique ainsi que les conséquences pour les marchés financiers et les investisseurs.·         Quels sont les principaux facteurs qui alimentent ces inquiétudes et contribuent à la hausse des rendements obligataires français ?·         Comment les marchés financiers réagissent-ils à ce ralentissement économique ?·         Les marchés sur-réagissent-ils à ces sondages d'opinion ?La France peut-elle préserver ses notations de crédit ?Hosted on Ausha. See ausha.co/privacy-policy for more information.