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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 breitere Gewinnentwicklung, unterstützt durch die KI-Revolution. Präsentiert von David Schroeder, Head of Distribution AXA IM Select Germany, BNPP Asset Management und Achim…
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 un contesto di turbolenze geopolitiche. Analizziamo quali elementi gli investitori potrebbero prendere in considerazione in questo scenario. Presentato dal Alessandro Tentori,…
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 adjustments to our asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for…
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. Wir beleuchten, wie sich diese Divergenz in den Volkswirtschaften, beim Gewinnwachstum und in der Geldpolitik niederschlägt. Präsentiert von David Schroeder, Head of Distribution…
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 le opportunità derivanti dal tema dell’IA. Analizziamo come questa divergenza si rifletta sulle economie, sulla crescita degli utili e sulla politica monetaria e spieghiamo come…
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 monetary policy, and outline how we have positioned our portfolios for this environment. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lauren Thys, Head…
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 blicken auf eine mögliche Deeskalation und auf steigende Unternehmensgewinne durch die KI-Revolution. Präsentiert von David Schroeder, Head of Distribution AXA IM Select Germany,…
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-escalation e a un impulso agli utili derivante dalla rivoluzione dell’IA. Presentato dal Alessandro Tentori, Chief Investment Officer e Giorgio Civalleri, Senior Relationship…
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 adjustments to our asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for…
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 cruciale per circa un quinto dell’offerta globale di petrolio — è sotto blocco statunitense. Analizziamo come gli investitori possano orientarsi in questo contesto di incertezza e…
