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Your latest insights

Access a range of articles, podcasts, videos and useful materials from our expert team at AXA IM Select and our leading, global fund group partners. You will find information on a variety of topics such as financial markets, multi-manager investing, macroeconomics, responsible investing and ESG and themes such as Megatrends to help keep you up to speed on the latest news and views.

US equities - reinforcing the TINA trade

Article | Investments | 19/11/2024

US equity markets have consistently outperformed other asset classes over more than a decade. The strength of the world’s largest economy, and the strong growth of corporate America, could hold the key to this outperformance.

Panel Podcast - US election: rhetoric becomes...

Article | Podcasts | 13/11/2024

Donald Trump and the Republican party have achieved an emphatic victory in the US elections. In the weeks beforehand, the ‘Trump trade’ had been gathering momentum in financial markets, boosting the dollar and Treasury bond yields.

Monthly Review - October 2024

Article | Investments | 04/11/2024

The US presidential election race is still too close to call. China rolled out further stimulus packages, more measures expected. Founder Elon Musk dreams big for Tesla, with future AI plans.

Investment Basics - Why multi-asset investing...

Article | Podcasts | 31/10/2024

AXA IM Select’s Lorna Denny sat down with Colin Graham from Robeco, to provide a clearer idea of what multi-asset investing means and why it can make sense for investors looking to build a balanced portfolio.

Panel Podcast - Almost like Goldilocks?

Article | Podcasts | 14/10/2024

The Fed’s rate cutting cycle has kicked off, a soft landing still looks likely and China has finally pressed the stimulus button. It feels like we could almost be set for a Goldilocks scenario.

Monthly Review - September 2024

Article | Investments | 02/10/2024

The US Federal Reserve (Fed) pleased markets with a jumbo rate cut. ChatGPT developer OpenAI seeks new funds from big tech names. India’s stock market pulls ahead of China, rated by investable shares.

Active and passive funds - selection is key

Article | Investments | 16/09/2024

The popularity of passive investment funds, typically exchange listed index trackers, has grown over the past decades. These funds offer investors simple and straightforward access to financial markets at a low level of fees.

Panel Podcast - September blues

Article | Podcasts | 12/09/2024

It’s historically a tricky month for equity markets, and this September is no exception. Rising concerns over US growth, sluggish data from China and the geopolitical backdrop have seen risk aversion come to the fore.

Monthly Review - August 2024

Article | Investments | 03/09/2024

Financial markets whipsawed, after steep falls sparked by US recession fears were quickly recovered. Betting markets cranked up the odds of a September rate cut by the US Federal Reserve (Fed).

All your insights in one place

Access our archive of articles, podcasts, videos and useful materials from our expert team at Architas and our leading, global fund group partners.

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