#deepseek

Описание: Global investing strategy 2026: BNP Paribas Wealth Management CIO Edmund Shing reveals why investors should allocate to middle powers like Japan, South Korea, Turkey, India and the UK instead of relying solely on the US and China. In this in-depth wealth management and asset allocation interview, Shing explains the investment case for middle power economies, the risks of AI-driven portfolio management, and opportunities in European auto stocks amid the rise of Chinese AI leaders DeepSeek and Alibaba.

Over a cup of Yorkshire tea, Edmund Shing, global chief investment officer at BNP Paribas Wealth Management, speaks to PWM’s Yuri Bender about building resilient global portfolios beyond the traditional US–China superpower narrative.

Shing outlines why “middle powers” may offer stronger diversification, structural growth and geopolitical balance for long-term investors. He also warns against over-reliance on artificial intelligence in portfolio construction, highlighting the risks of excessive automation and crowding in AI-led strategies.

The conversation explores whether investors are becoming too focused on alternative assets at the expense of traditional equity opportunities and why European car manufacturers could stage an investable revival if they successfully harness commoditised AI technologies pioneered by Chinese tech giants such as DeepSeek and Alibaba.

00:00 Intro
01:08 Geopolitics & Market Impact
04:42 AI & Economic Risks
06:51 Predictions for the US

Topics covered:

Global asset allocation strategy

Investing in Japan, South Korea, Turkey, India and the UK

US vs China investment outlook

AI in portfolio management risks

Alternatives vs traditional assets

European auto sector recovery

DeepSeek and Alibaba AI disruption

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Professional Wealth Management (PWM) carries the latest analysis of private banks, wealth managers and regional financial centres around the world, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.

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