BNP Paribas Wealth Management

In this podcast Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson, Content Editor, discusses the UK stocks.

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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.

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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.

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Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for September 2026.

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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 ?

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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?

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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 space
• Risks to this theme

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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?

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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 

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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.

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