Post by BNP Paribas Wealth Management

[#InvestmentThemes2026] Our mid-year 2026 update is now available. Halfway through the year, there is no respite from geopolitical turbulence. The Iran conflict and the closure of the Strait of Hormuz have brought energy security back to the top of the agenda. Accelerating AI has widened the gap between the winners and losers of disruption. And commodities have once again proven to be a key component of a truly diversified portfolio. In this complex environment, the strategy team at BNP Paribas Wealth Management has updated its investor roadmap around four themes for the second half of 2026: 🔹 Ride the bull, but guard the gains 🔹 Beyond algorithms, the new AI frontiers 🔹 Welcome to the new age of scarcity 🔹 Infrastructure is the backbone of the modern economy Edmund Shing, Global Chief Investment Officer, and Guy ERTZ, Deputy Global Chief Investment Officer at BNP Paribas Wealth Management, take you through the update. 👉 Explore the full update here: https://lnkd.in/eKNWqVwH #InvestThemesWM2026 #WealthManagement Vincent Lecomte Virginie Delaunay Rachida Tournier Antoine Chemali Anne-Cécile Lugagne Delpon Isabelle Enos Charles Girot, CFA Prashant (Pete) Bhayani Grace Tam Philippe Gijsels Alain Gerard Patrick Casselman Gurminder Singh Luca Iandimarino Stephan Kemper Stefan Maly Dannel CFA Hiba Mouallem Christophe De Smedt

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