BNP Paribas Wealth Management

In this podcast,Edmund Shing, Global Chief Investment Officer, examines the value stock resurgence: their strong comeback against growth stocks, driven by geopolitical tensions and inflation.

The “Value factor” defined

Performance of Value vs. Growth stocks

What has triggered the comeback of Value stocks?

To invest in Value, which regions and sectors are attractive today?

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In this podcast, Edmund Shing, Global Chief Investment Officer, and Jeremy Fasquelle discuss our investment strategy for March 2026.

Following a 2025 marked by sharp sectoral performance divergence, AI continues to reshape investment trends, creating clear winners (semiconductors, energy infrastructure) and struggling sectors (software, insurance). Yet, despite these contrasts, investors are struggling to adopt a balanced strategy to capitalize on this transformation.

Which sectors benefit most from the AI revolution, and why?

Why do investors overreact to tech announcements ?

Which "picks and shovels" assets (infrastructure, metals, energy) provide indirect, less volatile exposure to AI?

How are banks and insurers impacted differently by AI, and what opportunities arise from this?

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Dans ce podcast, Edmund Shing, Global Chief Investment Officer, et Jeremy Fasquelle discutent de notre stratégie d'investissement pour mars 2026.

Après une année 2025 marquée par une forte dispersion des performances sectorielles, l’IA continue de redessiner les tendances d’investissement, créant des gagnants clairs (semi-conducteurs, infrastructures énergétiques) et des secteurs en difficulté (logiciels, assurances). Pourtant, malgré ces contrastes, les investisseurs peinent à adopter une stratégie équilibrée pour capitaliser sur cette transformation.

Quels secteurs profitent le plus de la révolution de l’IA, et pourquoi ?

Pourquoi les investisseurs surréagissent ils aux annonces technologiques, et comment éviter ces pièges ?

Quels actifs "picks and shovels" (infrastructures, métaux, énergie) offrent une exposition indirecte et moins volatile à l’IA ?

Comment les banques et les assureurs sont-ils impactés différemment par l’IA, et quelles opportunités en découlent ?

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In this podcast, Hiba Mouallem, Investment Strategist, and Stephan Kemper, Chief Investment Strategist in Germany, explore Latin America’s economic and political shifts, growth drivers and investment opportunities.

Latin America benefits from strong US growth, high commodity prices and a weaker dollar.

Political shifts towards market-friendly policies in Argentina, Chile, and upcoming elections in Peru and Colombia.

Mexico has a competitive edge with low USMCA tariffs, economic ties with the US, and undervalued stocks.

The LatAm region offers diversification with cyclical sectors like banks and commodities.

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In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks.

European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026.

Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets.

New EU regulatory reforms and AI-driven digital transformation are unlocking revenue streams and cutting costs.

Trading at 10x forward earnings, a 33% discount to US peers, with higher profitability and potential M&A opportunities.

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