
2024 Q4 Outlooks

Edmund Shing
BNP Paribas WM
CIO
Paris
Within our positive call on global stocks, moving from neutral to positive on US stocks recently with an emphasis on equal-weighted and mid-cap US stock exposure, was a key allocation move.
Conviction-wise, we are positive on precious metals (gold, silver) and are positive on global stocks, particularly on Japan, UK, US mid-caps and specific European sectors such as financial services.
How would you describe 2024 in three words?
Surmounting geopolitical volatility
What is your top book, podcast or TV recommendation this year?
I’m big on Korean K-Drama, such as A Business Proposal
Explore the different Outlooks

Alexandre Drabowicz
Indosuez WM

Bob Homan
ING

Carlos Mejia
Rothschild & Co

Cesar Perez Ruiz
Pictet WM

Christian Nolting
Deutsche Bank WM

Dan Scott
Vontobel

David Storm
RBC WM

Edmund Shing
BNP Paribas WM

Fredrik Öberg
SEB Private Bank

Gene Salerno
SG Kleinwort Hambros

Gerald Moser
LGT PB

Jean-Damien Marie
Barclays PB

Manpreet Gill
Standard Chartered

Manuela D’Onofrio
UniCredit

Mark Haefele
UBS WM

Moz Afzal
EFG International

Nicolas Bickel
Edmond de Rothschild

Renato Zaffuto
Fideuram AM

Richard de Groot
ABN Amro

Soren Funch Adamsen
Danske Bank

Yves Bonzon
Julius Baer
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