AXA IM Select Updates

We turned to Jaime Arguello Chief Investment Officer of Architas, to share his thoughts on the first quarter and give an outlook for the months ahead. The beginning of 2020 has been marked by the Covid-19 pandemic, the stock market (equity) sell-off and rebound, as well as weighty responses from governments and central banks in terms of support packages. These stories have been widely reported, so...

Today our expert panel focused on a strong week for the US stock market and some positive test results for the treatment of Covid-19. We also look at weak data emerging from China and how it is starting to recover from the initial economic hit from Covid-19. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Shunil Roy-Chaudhuri, Investment Spe...

Equity and credit markets rallied strongly on further support from the US Federal Reserve, as the Covid-19 infection curve appeared to flatten. Our expert panel consider the scale of oil production cuts in the face of falling demand, before looking forward to the US corporate reporting season. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins CFA, Senior Investment Manager, an...

Today our expert panel focussed on the likely shape of the US recovery and the repercussions on the pace of recovery in China. We then unpack the latest gyrations in the oil price, as well as gold price weakness in the context of government bond market strength.   Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins CFA, Senior Investment Manager and Asim Qadri CFA, Investment An...

Equities rallied sharply as a $2 trillion US stimulus package restored some confidence to markets. High yield bonds had a better week and Ford became the latest ‘Fallen Angel’ to be downgraded from investment grade status. We consider the diverging performance between oil and gold, before looking ahead to US employment figures at the end of this week.   Presented by Sheldon MacDonald CFA, Deputy C...

Fußball und nahezu der Rest des öffentlichen Lebens sind zum Stillstand gekommen und mit ihm große Teile der Weltwirtschaft. Anleger und Berater fragen sich zurecht, wie es nun weitergeht, welche Maßnahme ergriffen werden können und wie gehen wir als Unternehmen mit der Situation um.

In this podcast Jaime Arguello, Chief Investment Officer of Architas speaks to Lorna Denny, Investment Specialist.   The discussion focuses on recent volatility in financial markets and the steps taken to restore market confidence. We then outline Architas’ investment response and highlight the importance of staying invested through these periods of market turbulence. The Architas podcast is avail...

Massive stimulus measures from governments and central banks caused markets to whipsaw in the face of crumbling forecasts. Commodities markets, such as oil and gold, were hard hit by selling. We reiterate our investment response in the face of these moves. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer, Solomon Nevins CFA, Senior Investment Manager. Hosted by Lorna Denny, Inve...

Central banks and governments have taken unprecedented steps to support economies hit by the spread of coronavirus. We discuss the scale of these moves and consider what it might take to restore confidence and to calm financial markets. Presented by Deputy CIO, Sheldon MacDonald and Investment Managers Mayank Markanday, Nathan Sweeney, Solomon Nevins, Jen Causton and Alex Burn. Hosted by Lorna Den...

Discussion focused on another surprise rate cut from the US Federal Reserve and its immediate impact on equities, bonds, gold and oil. Our Deputy Chief Investment Officer looks at continuing government and central bank responses to the coronavirus outbreak and assesses the prospects going forward. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer. Hosted by Shunil Roy-Chaudhuri,...

Discussion focussed on the surprise rate cut by the US Federal Reserve last week, which spooked equity markets, as well as a dramatic spike down in the oil price. Our expert panel consider policy responses from both central banks and governments, which could help to calm the markets’ nerves. Presented by Solomon Nevins CFA, Senior Investment Manager, Nathan Sweeney, Senior Investment Manager. Host...

Das Corona Virus (SARS-CoV-2) beschäftigt uns alle. Viele Fragen, welche aktuell noch nicht beantwortet werden können. Die Verunsicherung bei Kunden und Vertriebspartnern ist daher sehr groß. In der ersten deutschsprachigen Ausgabe unserer Podcast-Reihe geben wir Raum für Eure Fragen. Aufgezeichnet haben wir ein Telefonat mit einem unserer erfolgreichsten VADs Lukas Scharff der AXA Geschäftsstelle...

The coronavirus shock brought sharp corrections to equity markets, while US government bond markets jumped in hopes of an interest rate cut later this month. We consider encouraging data from China as well as oil production cuts at the OPEC meeting this week. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer, Nathan Sweeney, Senior Investment Manager, and Asim Qadri CFA, Investme...

Coronavirus- the shockwaves Our panel of investment experts discusses the sharp market reactions to the spread of the virus. Equity market nervousness has been met by increased interest in safe havens. We comment on our recent tactical asset allocation adjustment and what it would take for the markets to regain confidence. The Architas panel speakers were: Sheldon MacDonald - Deputy CIO, Mayank Ma...

As the spread of the coronavirus reverberated around the world, our expert panel look at the impact on US PMI data, Apple’s warning of a hit to turnover for this quarter and the supportive response from the People’s Bank of China. The price of gold has responded well to turmoil elsewhere in the markets. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins, CFA Senior Investment M...

This week our expert panel discuss the influence of the FAANG stocks on the US earnings season. We then look at central bank responses to the coronavirus and the sharp rebound in the oil price. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins, CFA Senior Investment Manager and Asim Qadri, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intend...

The standout events last week was the continuing spread of the coronavirus. Our expert panel discuss how the US market looked past the impact of coronavirus and responded positively to good earnings figures and economic data. We move on to the hit to the Chinese stock market at the start of the week and explain how it bounced back towards the end of the week, while it was a good week for emerging...

There were two stand out events last week- Brexit day and the spread of the coronavirus. Our expert panel discuss where the UK finds itself now with regard to its major trading partner and the impact on sterling. We move on to the potential hit to China’s economic growth from the spread of the coronavirus and financial market reactions. Presented by Jen Causton, Investment Manager and Asim Qadri,...

For Investment Professionals only. Listen to our expert panel discuss Brexit Day and beyond on a specially extended podcast Our latest podcast features a panel of our experts discussing events beyond Brexit Day, including the coronavirus outbreak and the US election, with implications for global growth and interest rates, and how investments could be affected. You can listen to the English languag...

Marktausblick-Podcast mit BlueBay Investments This podcast is in German. Jakob Wiggert mit Kaspar Hense im Interview zu den Kapitalmärkten – Kaspar ist Senior Investment Manager bei BluBay Asset Management.

As the coronavirus spreads beyond China, we consider the possible impact on economic growth, as well as the hit to the oil price. Brexit Day will finally dawn this Friday. We focus on the Bank of England meeting and whether recent encouraging PMI data will persuade the committee to leave interest rates unchanged. Presented by Solomon Nevins , CFA Senior Investment Manager and Nathan Sweeney, Senio...

As US equities hit record highs for the sixth week in a row, in this week's podcast our expert panel discuss whether we should expect more highs, following the signing of the trade deal. And with several central banks meeting this week, could the UK be the most likely candidate for an interest rate cut short term. Presented by Mayank Markanday, CFA Senior Investment Manager and Nathan Sweeney, Sen...

In this week's podcast our expert panel focus on how US markets made fresh highs led by the Tech sector, but are facing the imminent start of the reporting season. This week should finally see the signing of the phase one trade deal between the US and China. Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer and Nathan Sweeney, Senior Investment Manager. Hosted by Lorna Denny, Inv...

We review a strong end of the year for risk assets, boosted by the Phase One US/China trade deal and further monetary stimulus from China. With geopolitical tensions potentially rising, we conclude with thoughts for the markets in 2020.​​​​​​​​​​​​​​ ​​​​​​​ Presented by Sheldon MacDonald, CFA, Deputy Chief Investment Officer and Quentin De Bottini, Investment Manager. Hosted by Jonathan Arthur, S...

A landslide victory for Boris Johnson’s Conservative party has provoked a positive response from sterling and many UK asset classes. We look at these initial reactions and consider broader implications for asset allocation in 2020. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer and Nathan Sweeney, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This po...