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Hosted by AXA Investment Managers Select · 🇺🇸 US · EN · 276 episodes
Established thought leaders with verified media credentials.
This 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 constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date.All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability rel
AXA Investment Managers Select hosts AXA IM Select Updates, a business show with 276 episodes published.
This podcast is in German./ Dieser Podcast ist auf Deutsch. Kurzfristig hält die Unsicherheit an, da die Ölpreise weiterhin volatil sind und sich die Dynamik innerhalb des Technologiesektors verändert. Wir erwarten eine
This podcast is in Italian./ Questo podcast è in italiano. La trasformazione tecnologica è stata finora quest’anno il principale motore dei mercati azionari. Al contempo, i titoli di Stato sono rimasti sotto pressione in
Uncertainty continues in the short term, as oil prices remain volatile and the tech sector sees changes in market leadership. We look towards a broadening of earnings, along with a boost from the AI revolution, outlining
This podcast is in German./ Dieser Podcast ist auf Deutsch. Zwei Kräfte scheinen die Märkte derzeit zu prägen: Anleger versuchen, das Risiko des anhaltenden Konflikts im Nahen Osten gegen die Chancen durch KI abzuwägen.
This podcast is in Italian./ Questo podcast è in italiano. Sembrerebbe che vi siano due temi che guidano i mercati, gli investitori che cercano di bilanciare il rischio legato al conflitto in corso in Medio Oriente con l
This podcast is in Italian./ Questo podcast è in italiano. Sembrerebbe che vi siano due temi che guidano i mercati, gli investitori che cercano di bilanciare il rischio legato al conflitto in corso in Medio Oriente con l
Two forces appear to drive markets, as investors try to balance the risk from the ongoing Middle East conflict with the opportunity from AI. We look at how this divergence is playing out in economies, earnings growth and
This podcast is in German./ Dieser Podcast ist auf Deutsch. Zum Zeitpunkt der Aufnahme rückt eine Lösung des Konflikts im Nahen Osten näher, während die Ergebnisse für das erste Quartal überzeugend ausgefallen sind. Wir
This podcast is in Italian./ Questo podcast è in italiano. Sebbene una piena risoluzione del conflitto in Medio Oriente resti incerta, i risultati del primo trimestre si sono rivelati solidi. Guardiamo a una possibile de
A resolution to the Middle East conflict looks closer, at the time of recording, and Q1 earnings reports have come in strongly. We look towards de-escalation and a boost to earnings from the AI revolution, outlining adju
This podcast is in Italian./ Questo podcast è in italiano. Una possibile risoluzione futura del conflitto in Medio Oriente rimane ancora estremamente incerta. Al momento della registrazione, lo Stretto di Hormuz — snodo
This podcast is in German./ Dieser Podcast ist auf Deutsch. Eine mögliche künftige Lösung des Konflikts im Nahen Osten ist weiterhin äußerst unklar. Zum Zeitpunkt der Aufnahme steht die Straße von Hormus – ein entscheide
Any future resolution to the Middle East conflict is still highly unclear. At the time of recording, the Strait of Hormuz, critical channel for a fifth of global oil supply, is under US blockade. We look at how investors
This podcast is in German./ Dieser Podcast ist auf Deutsch. Der anhaltende Konflikt im Iran sorgt bei Investoren für erhebliche Unsicherheit und löst volatile Reaktionen an den Märkten aus. Wir analysieren, wie Anleger i
This podcast is in Italian./ Questo podcast è in italiano. Il conflitto in corso in Iran ha generato grande incertezza tra gli investitori, con reazioni volatili sui mercati. Analizziamo come gli investitori possano orie
The ongoing conflict in Iran has caused major uncertainty for investors, and led to significant market volatility. We look at how investors can navigate this environment, and the assets we believe can protect portfolios
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
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
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
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
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AXA IM Select Updates is hosted by AXA Investment Managers Select. The show is categorised under business and has published 276 episodes.
AXA IM Select Updates has published 276 episodes.
AXA IM Select Updates regularly covers business. It sits in the business category.
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