AXA IM Select Updates

This week we have Sheldon McDonald and Shayan Ratnasingam. Hosted by Avni Thakrar. This week will be dominated by three events: the US Federal Reserve meeting; the deadline for a further tranche of US tariffs on electronics imports from China; and the UK General Election. We also give our current thoughts on investing in the UK property sector, following news of the suspension of the M&G Property...

With markets in wait-and-see mode, we look at events coming up which could create volatility, such as the US Federal Reserve meeting and the UK election next week. As a phase one trade deal between the US and China remains unsigned, we focus on the situation in China and what might be holding them back. Presented by Quentin De Bottini, Investment Manager, and Sheldon MacDonald, CFA Deputy Chief In...

In this podcast, Mayank Markanday, CFA senior investment manager, Sheldon MacDonald, CFA Deputy CIO and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. In the December update, they explain why we have moved from a moderately underweight position in equities to neutral. They also outline why we’ve moved from neutral to moderately overweight in...

Delays to signing phase one of the US/China trade deal have had differing impacts on sentiment in Europe and the emerging markets. We also discuss the possible repercussions of elections in Hong Kong over the weekend. Presented by Quentin De Bottini, Investment Manager, and Alex Burn, CFA Investment Manager. Hosted by Jonathan Arthur, Senior Product Specialist. Happy listening! This podcast is int...

This is for investment professionals only. A strong week for US equities did not carry over into global markets, in this week's podcast our expert panel look at headwinds in Asia and Europe and examine why high yield bond markets have lagged the recent equity rally. Presented by Seamus Lyons, CFA Senior Investment Manager, and Alex Burn, CFA Investment Manager. Hosted by Lorna Denny, Investment Sp...

This is for investment professionals only. In this podcast, Mayank Markanday, CFA senior investment manager, Sheldon MacDonald , CFA Deputy CIO and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. ​​​​​​​ In the November update they cover our overall view of our tactical asset allocation including why we have moved from a moderately underweight...

This is for investment professionals only. With US markets hitting all-time highs, in this week's podcast our expert panel look at company earnings forecasts. A trade truce could bring better economic growth prospects- good for equity markets, perhaps not so good for government bond markets. Presented by Mayank Markanday, CFA Senior Investment Manager, and Nathan Sweeney, Senior Investment Manager...

This is for investment professionals only. In this week's podcast our expert panel discuss last week's US Federal Reserve interest rates cut, and the suggested pause before any further cuts. We look at the improving prospects for US growth and the implications for Emerging Markets, before turning to sterling in the light of Brexit and General Election developments. Presented by Nathan Sweeney, Sen...

This is for investment professionals only. In this week's podcast our expert panel look for trends in the US earnings reports and reasons for the strength of Japanese equities this year. As markets seem convinced of a rate cut by the US Federal Reserve this week, we consider whether the Fed has recently quietly relaunched a sizeable QE programme. Presented by Sheldon MacDonald, CFA Deputy Chief In...

This is for investment professionals only. Despite a lack of resolution on the latest Brexit deal, the markets are reflecting a reduced risk of a no-deal Brexit. In this week's podcast our expert panel discuss our tactical response, then move on to our view on commodities, in the light of weaker data from China. Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Solomon Nevin...

This is for investment professionals only. In this week's podcast our expert panel discuss how financial markets were driven by positive sentiment on the US/China trade war and Brexit negotiations. The coming week could prove pivotal to the Brexit story, while the US earnings season will be kicked off by the banking sector.  Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and...

This is for investment professionals only. In this week's podcast, after a tough week for the UK equity market and weaker PMI data across the board, our expert panel discuss the possible central bank response. US/China trade talks this week and the beginning of the US reporting season next week could result in another volatile October. Presented by Nathan Sweeney, Senior Investment Manager, and Qu...

This is for investment professionals only. In this podcast, our expert panel discusses the impact of US interest rate cuts; the effect of the US-China trade war on emerging markets and global economic growth; and the contribution fiscal stimulus can make across the world. Presented by Senior Investment Manager Nathan Sweeney and Investment Manager Quentin de Bottini. Hosted by Avni Thakrar CFA, Se...

In this week's podcast, our expert panel discuss central banks and oil prices. They will also take a look at the implications of the ECB’s powerful monetary easing action last week, as well as the sharp rise in the oil price. The big story this week will be the US Federal Reserve meeting, with markets firmly expecting a further cut in interest rates. Presented by Senior Investment Managers Nathan...

In this podcast, Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. In the September update, they cover our fixed income asset allocation changes, the rationale behind our defensive stance, the market’s current risk factors and what this means for the rest of the year. This podcast is intended...

This is for investment professionals only. In this week's podcast, our expert panel considers the response of the US Federal Reserve to slightly weaker numbers on US manufacturing and jobs, as well as developments on the trade dispute with China. Presented by Nathan Sweeney, Senior Investment Manager, and Investment Manager Alex Burn. Hosted by Jonathan Arthur, Senior Product Specialist. This podc...

This is for investment professionals only. In this podcast, our expert panel discusses how the oil price fell sharply, which boosted government bond markets, while equity markets struggled with lower inflation and growth prospects.  Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Senior Investment Manager Solomon Nevins, CFA. Hosted by Lorna Denny, Investment Specialist. T...

This is for investment professionals only. In this week's podcast, our expert panel discusses the long and short-term impacts of political machinations in Italy; Brexit developments in the UK as prime minister Boris Johnson moves to suspend Parliament from 10 September; and what to expect this week.  Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Investment Manager Benoit...

This is for investment professionals only. In this week's podcast, our expert panel discusses the escalation in the trade war, the market focus on monetary policy and what to expect this week. Presented by Nathan Sweeney, Senior Investment Manager, and Investment Manager Quentin DeBottini. Hosted by Dr Pela Strataki, CFA Investment Manager. This podcast is intended for investment professionals, an...

Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views. In this podcast we cover remaining defensive but moving to a slightly less underweight position in equities. Our views on the Fed; Brexit; expensive bond valuations and our preference for government bonds in the current climate. This podcast is...

This is for investment professionals only. In this week's podcast, our expert panel discuss what is the US inverted yield curve and what is it trying to tell us; GDP growth scare in Germany and the likely response by the ECB. We also look forward to this week’s Jackson Hole Symposium, the annual central bank get together, and what we could learn about the next moves in interest rates.  Presented b...

This is for investment professionals only. Jon Arthur, Senior Product Specialist speaks to Sheldon MacDonald, CFA Deputy Chief Investment Officer and Senior Investment Manager Solomon Nevins, CFA about the narrative of the trade war switching to a potential currency war; the price of gold hitting a six-year high and the chances of a cut in UK interest rates as a no-deal Brexit looms. This podcast...

This is for investment professionals only. Welcome to our Archinomics weekly update - a short podcast providing our view on what’s happened in markets over the past week and what’s coming up. This week’s Archinomics update is presented Senior Investment Managers Nathan Sweeney and Solomon Nevins, CFA and hosted by Avni Thakrar CFA, Senior Product Specialist. This podcast is intended for investment...

In this podcast Archinomics contributors discuss the impact of US earnings and the ECB meeting last week. The upcoming trade talks in Shanghai and the US Federal Reserve meeting are on the agenda for this week. Presented by Senior Investment Managers Nathan Sweeney and Mayank Markanday CFA and hosted by Avni Thakrar CFA, Senior Product Specialist. This podcast is intended for investment profession...

This is for investment professionals only. Welcome to our Archinomics weekly update - a short podcast providing our view on what’s happened in markets over the past week and what’s coming up. This week’s Archinomics update is presented by Deputy Chief Investment Officer Sheldon MacDonald and European Equities Analyst Benoit Labéyrie interviewed by Avni Thakrar, Product Specialist. This podcast is...