A REST OR SOMETHING MORE?

Pascal Chrobocinski, Senior Hedge Fund Analyst at BNP Paribas Wealth Management, talks about the trend-following strategy.

Definition of trend-following.

Can investors benefit from rising and falling trends in prices?

How do CTAs make money?

How do CTA strategies improve portfolio diversification?

Pascal Chrobocinski, Analyste Senior de Hedge Funds chez BNP Paribas Wealth Management, explique la stratégie de suivi de tendance.

Définition du suivi de tendance

Les investisseurs peuvent-ils bénéficier des tendances à la hausse et à la baisse des prix ?

Comment les CTA gagnent-ils de l’argent ?

Comment les stratégies CTA améliorent-elles la diversification du portefeuille ?

Edmund Shing explains the similarities and differences between today's AI-fuelled stock market rally and the last tech-based dot com bubble (and bust) of the Year 2000.

In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for February 2024.

1)      Are the geopolitical risks currently underpriced in the markets?

2)      Can the Fed really cut rates six times this year?

3)      Is it too late to buy bonds?

4)      Should we still buy stocks at all-time highs?

5)      What is your key focus this month?

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, gives his analysis of the US stock market.

1.       Is the last decade’s cumulative return of 110%+ unusual in long-term performance history?

2.       What are the performance drivers behind this extraordinary period?

3.       To what extent can this outperformance be attributed to the “Magnificent 7”?

4.       What do we realistically expect from US stocks over the next 5 to 10 years?

5.       If there is a rotation out of US large-cap stocks, which areas of stock markets could benefit?

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses his convictions for buying when the markets are high.

• Is it a good time to buy stocks today?

• The context

• The 52-week strategy explained

• Why Japan?

1) Une inflation plus faible signifie-t-elle une baisse des taux d’intérêt des banques centrales ? 2) Après une fin d’année en force sur les marchés boursiers, peut-on s’attendre à un scénario similaire en 2024 ? 3) L’or a augmenté de 13 % en 2023, peut-on s’attendre à ce que ce rallye se poursuive ? 4) Quelles sont nos 4 principales recommandations pour 2024 ?

Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for January 2024.

1) Does lower inflation mean lower central bank interest rates?

2) After a strong end to 2023 in stock markets, can we expect the same in 2024?

3) Gold rose 13% in 2023, can we expect this rally to continue?

4) What are your 4 top recommendations for 2024?

• Rebond spectaculaire des actions, des obligations et du metal or depuis les plus bas d'octobre 2023

• Vente massive de début janvier

• Que peut-on attendre des marchés actions en 2024 ?

• Trois idées d’investissement dans l’environnement actuel

·         Stellar recovery in stocks, bonds and gold since October 2023-low

·         Early January sell-off

·         What can we expect from equity markets in 2024?

·         Three attractive areas to consider today