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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 Focus In 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 2026 1) Bond yields have surged 2) A normalisation, but not necessarily a new regime 3) What we like in this scenario 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 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.

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 theme Hosted 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.