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Why Crédit Agricole, ING and Shell are my top equity picks

As we enter the second week of the US earnings season, last week's shock drop across global markets is still fresh on investors' minds. The S&P 500 index suffered its biggest weekly losing streak since 2011.

London-based investor Yannick Naud says traders can expect this week to be volatile as well, a sense of nervousness which could last a while. The "only thing" which could calm nerves, he says, is more news of a QE programme from the European Central Bank.

For Yannick, the big focus is on the EU wide bank stress test results which come out on 26th October. Leading up to those, he thinks investors should take a look at large retail banks such as Credit Agricole, ING and Barclays, as they could benefit the most from these results.

He also says that apart from banks, oil producers are worth looking at despite the big drop in the oil price recently. Shell, he says, looks particularly attractive given its good cash flow and cost cutting programme.

02:25 minutes
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