piworld interview with Edmund Shing: The Idle Investor

This video can be seen at: https://www.piworld.co.uk/2021/02/26/piworld-interview-with-edmund-shing-the-idle-investor/   Edmund is CIO at BNP Paribas Wealth management. He talks to us about his approach to investing, which he’s been doing since he was 14 years old. Today, he targets a 20%+ return pa. We learn more about his asset allocation, how he selects investments, some of his top holdings, and his outlook for the retail market and equities. An engaging and informative interview. Thank you Edmund! 00:32 Edmund’s background 02:53 Edmund’s investing journey 03:54 The Idle Investor, the book 04:50 Performance 06:35 Asset allocation 07:19 Property 08:12 Commodities 10:49 Equity selection 12:35 Top holdings: Mpac (MPAC), Caledonia Mining (CMCL); Sylvania Platinum (SLP) 14:00 Equities to ETFs 14:14 ETFs: Semi Conductor; Video Games & eSports 15:26 Cybersecurity: Intercede (IGP); Kape (KAPE) 17:24 Renewable Energy Infrastructure: Gresham House Energy Storage Fund (GRID) 18:36 Retail investor environment 20:44 Equities outlook for 2021 Edmund on Twitter: @TheIdleInvestor Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London. Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month. He is married with four children.