Our Investment Strategy for February 2026

In this podcast, Edmund Shing, Global Chief Investment Officer, and Charlotte de Kerpoisson discuss our investment strategy for February 2026. After a strong start to the year for global equities and commodities, the focus turns to a segment that remains structurally underrepresented in most portfolios despite improving fundamentals and compelling valuations. Why are investors still underexposed to emerging markets? What economic fundamentals argue for greater exposure today? What is the relationship between the US dollar and stock market performance? Which emerging markets stand out in 2026? Hosted on Ausha. See ausha.co/privacy-policy for more information.

You can listen to Our Investment Strategy for February 2026 online on Radio and Podcast. Open the player on this page to stream the available audio.

Our Investment Strategy for February 2026 is an episode from BNP Paribas Wealth Management by BNP Paribas.

This episode is 07:31 long.

This episode was published on Feb 13, 2026.

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