AXA IM Select Updates
AXA Investment Managers SelectThis podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not con... more
| Publishes | Twice monthly | Episodes | 262 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
This podcast is in German./ Dieser Podcast ist auf Deutsch. Europäische Politik und Inflation prägen weiterhin die Märkte. Im ersten Teil unserer Serie für 2026 werfen wir einen lockeren Blick auf die Lage rund um die EU-Zinsen und die Inflation, red... more
After an increasingly challenging year for Jerome Powell as Fed chair, his successor has now been nominated. We look at what Kevin Warsh will bring to the position as head of the world’s leading central bank, the likely impact on investment assets an... more
Geopolitical stories have created dramatic headlines so far in 2026, with some commentators suggesting fundamental changes to the world order. We look at the macroeconomic backdrop for the year, as well as prospects for a broadening of corporate earn... more
Markets have performed well in 2025, boosted by 5 key themes, including enthusiasm for AI investment and supportive policy action. We look at how this benign backdrop might roll on through 2026. And how these key market themes will play into our tact... more
This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Aktienmärkte sind nach einer kräftigen, von der Dynamik angetriebenen Rally ins Straucheln geraten. Bewertungen erscheinen überzogen, was bedeutet, dass das Gewinnwachstum weiterhin krit... more
Equity markets have stumbled after a strong momentum driven rally. Valuations appear stretched, meaning earnings growth remains critical. Today we discuss the bubble question, the resilience of the US economy, and review our latest asset allocation. ... more
So-called FOMO or the ‘fear of missing out’ has propelled a rally in markets, ever since the adjustment to a higher level of US trade tariffs. Today we look at what is behind this rally, beyond a good deal of momentum, and outline our latest asset al... more
This podcast is in German./ Dieser Podcast ist auf Deutsch. Die sogenannte FOMO oder „Angst, etwas zu verpassen“ hat seit der Anpassung an höhere US-Handelszölle zu einer Rally an den Märkten geführt. Heute schauen wir uns an, was, abgesehen von eine... more
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AXA IM Select Updates launched 6 years ago and published 262 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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