Notre stratégie d'investissement pour mars 2026

from BNP Paribas Wealth Management · host Investment Strategy podcast

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 ?Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode metadata supplied by the publisher feed · Published Mar 11, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Notre stratégie d'investissement pour mars 2026

0:00 10:07

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Rich and Spiritual Anuja Patil : Wealth & Womanhood Mentor Podcast for Creative & Spiritual Female Leaders. Liberate your stories around money and spirituality. Master a language of money through sensuality & spirituality so your soul-led business thrives and flourishes. The Brendan Ecker Influence Brendan Scott Ecker The Brendan Ecker Influence is hosted by Brendan Scott Ecker — a 27-year-old American entrepreneur, Michigan real estate agent, CEO of Gold Shark Media Ai, founder of PassRE USA, investor, law enforcement officer, former NCAA two-sport athlete, and author of Beyond the Beat and How I Made My Dorm My Office.Ecker went from a middle-class “Matrix” upbringing to building a fast-growing digital brand, scaling multiple businesses, and growing a YouTube channel with over 27,000 subscribers. With a background in Criminology, law enforcement, and competitive athletics, he blends discipline, strategy, and mindset into everything he teaches.On this podcast, Brendan breaks down the real frameworks behind wealth, business, real estate, marketing, AI, geopolitics, mindset, and personal growth. He discusses the journey in growing his businesses, documenting the wins, failures, and the tactical steps that helped him escape

Frequently Asked Questions

How long is this episode of BNP Paribas Wealth Management?

This episode is 10 minutes long.

When was this BNP Paribas Wealth Management episode published?

This episode was published on March 11, 2026.

Can I download this BNP Paribas Wealth Management episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!