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Market Matters with Sophie Huynh, portfolio manager at BNP Paribas
Our monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.
This month's guest is Sophie Huynh, Portfolio Manager at BNP Paribas Asset Management.
In this month’s episode, we discuss a range of topics including her thoughts on portfolio construction, the outlook for the US and China and the investment case for gold.
00:00 Introduction
00:35 Background to asset management
01:58 Thoughts on 60:40 allocation
05:47 Role of alternatives
06:47 Thoughts on outlook for US
08:01 Opportunities in Europe
10:41 Investment case for China
11:58 Thoughts on US dollar trajectory
13:59 Gold and broader commodities
15:41 Best piece of investment advice
16:26 Risk warning
Please note that this podcast was recorded on 24 September 2025.
View all episodes
By Kepler PartnersOur monthly podcast brings you big-picture insights from leading investment experts, exploring the opportunities, challenges and risks shaping investor portfolios.
This month's guest is Sophie Huynh, Portfolio Manager at BNP Paribas Asset Management.
In this month’s episode, we discuss a range of topics including her thoughts on portfolio construction, the outlook for the US and China and the investment case for gold.
00:00 Introduction
00:35 Background to asset management
01:58 Thoughts on 60:40 allocation
05:47 Role of alternatives
06:47 Thoughts on outlook for US
08:01 Opportunities in Europe
10:41 Investment case for China
11:58 Thoughts on US dollar trajectory
13:59 Gold and broader commodities
15:41 Best piece of investment advice
16:26 Risk warning
Please note that this podcast was recorded on 24 September 2025.