Our Investment Strategy for September 2026

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.

French bond yields are rising due to escalating concerns over France’s economic growth and its debt sustainability. In this podcast, Edmund Shing, Global Chief Investment Officer spotlights France, its political scene, mounting debt and the impact on financial markets and investors. What are the main factors fuelling these concerns and driving up French bond yields?How are financial markets reacting to this economic slowdown?Are the markets overreacting to these opinion polls?Can France preserve its credit ratings?Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss why investors should reconsider commodities. Why are most investors still underexposed to commodities?Will the commodity supercycle continue?How are energy-importing regions investing to become more self-sufficient in energy?Main reasons for investing in this spaceRisks to this themeHosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Guy Ertz, Deputy Global CIO, and Gurminder Singh, Investment Strategist, Forex, discuss the outlook for the Japanese yen and the catalysts that could support a recovery.Is a U.S.–Japan joint FX intervention on the horizon?Can the Government Pension Investment Fund reshape the yen’s trajectory?What’s the BOJ’s next move and how will it shape the yen’s outlook?Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, argues the case for investing in the defence sector. Resurgence of interest in the global Aerospace & Defence sector How is European Defence spending progressing?  The outlook for the civil aerospace market Investing indirectly in the Defence theme Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Isabelle Enos, Responsable Stratégie Marchés chez BNP Paribas Banque Privée, revient sur les raisons qui soutiennent aujourd’hui l’attrait du secteur de la défense et analyse les perspectives de cette thématique d’investissement.Le retour en grâce du secteur Aérospatiale & Défense.La montée en puissance des dépenses militaires en Europe. Les perspectives de croissance du marché de l’aéronautique civile. Les différentes façons de s’exposer à la thématique Défense, y compris de manière indirecte.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses our investment strategy for July 2026. Oil prices rose from $70 per barrel to peak at nearly $120 in May. Recently, they have collapsed back down to nearly $70. What impact could this have on growth, inflation, and stocks and bonds if this level is maintained?We are well into the fourth year of the current stock bull market. What are the key factors that will determine whether this bull market can continue for much longer?Stock market leadership changes regularly. Are we still witnessing a dynamic change? We had talked about this rotation we are currently seeing from tech to value. Will this movement last?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans ce podcast, Edmund Shing, Global Chief Investment Officer, discute de notre stratégie d'investissement pour juillet 2026.Les prix du pétrole sont récemment retombés autour des 70 dollars. Un aller-retour. Quel impact durable cette baisse aura au niveau macroéconomique ?Après la récente une hausse des taux directeurs de la BCE, est-ce que vous anticipez d'ici la fin de l'année une hausse des taux de la Fed ?La tendance actuelle des marchés actions dure désormais depuis 45 mois et les marchés actions affichent une progression depuis le début de l'année de 10%. Est-ce que cette performance repose essentiellement sur le mouvement sur les grandes capitalisations américaines ou est-ce que c'est autre chose ?Le leadership boursier évolue régulièrement. Est-ce qu'on assiste toujours bien un changement dynamique ? Nous avions parlé de ces de cette rotation qu'on a actuellement de la tech vers la value est-ce que ce mouvement va durer ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Edmund Shing, Global Chief Investment Officer, examines whether the rapid rise of Artificial Intelligence represents the beginning of a long-term technology revolution or the emergence of an investment bubble, discussing how investors can position their portfolios to benefit from the AI megatrend while maintaining adequate diversification. Is artificial intelligence set to transform the way we live and work?Can hyperscalers sustain their massive investments in AI?AI semiconductors: lasting opportunity or signs of an earnings bubble?How can investors gain exposure to the AI revolution today?Beyond AI: where should investors look to diversify their portfolios?Hosted on Ausha. See ausha.co/privacy-policy for more information.