How should investors position their portfolios for the long term? Find out here from top notch CIO Edmund Shing at BNP Paribas Wealth Management, including:
Outlook for equites. Start
What’s driving real yields higher on US Treasuries? 03:30
When will US interest rates peak & at what level? 06:55
Is the labour market softening? 09:50
When will equities improve? 12:25
S&P500 earnings outlook. 15:10
Pernod Ricard. 18:45
Kering. 20:45
EQT. 21:55
TotalEnergies. 25:25
Neste. 28:20
Glencore. 31:55
Schneider Electric. 35:05
Palo Alto. 38:30
Nutrien. 41:5
Atlas Copco. 43:00
Geberit. 45:10
Global macro concerns. 46:25


