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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.

Panel Podcast - Summer of uncertainty

Article | Podcasts | 17/07/2024

Markets remain in high spirits, with increasing confidence in a Fed rate cut in September. But elsewhere the backdrop is far from certain, with political risks rising in the US and Europe and a great deal riding on the second quarter earnings season.

Breaking Down Barriers to ESG Investing

Article | ESG | 15/07/2024

The Environmental, Social, and Governance (ESG) investing landscape is evolving rapidly. While interest remains high, our recent survey reveals a complex picture of investor attitudes and behaviours. This article examines the key barriers facing ESG investing, as well as  potential solutions for overcoming them.

The View - asset allocation update

Article | Investments | 08/07/2024

June was an eventful month, marked by elections in Europe, India, Mexico, and South Africa. Populist promises and fiscally loose plans have fuelled debate and raised the risk of re-igniting inflation.

Market Snapshot - June 2024

Article | Investments | 03/07/2024

Unexpected election results in India, Mexico and South Africa temporarily shook markets. In India, Narendra Modi secured a third term, but lost his parliamentary majority. 

2024 elections: a tale of the unexpected?

Article | Investments | 02/07/2024

We have already seen a deluge of elections this year. Unforeseen results in South Africa, Mexico and India have led to heightened volatility. The UK general election is imminent, and France has shocked financial markets with snap elections to be held in early July.

Monthly Review - June 2024

Article | Investments | 02/07/2024

Nvidia, the designer of the microchips that enable the generative AI boom, briefly became the most valuable company in the world. As its valuation touched $3.3 trillion, the company overtook Microsoft and Apple to take pole position.

Investment Basics - Understanding diversification

Article | Podcasts | 10/06/2024

AXA IM Select’s Lorna Denny sat down with J.P. Morgan’s Vincent Juvyns to discuss the aim of diversification in relation to investments and how this can help to keep a portfolio resilient during market ups and downs.

The View - asset allocation update

Article | Investments | 10/06/2024

The US Federal Reserve (Fed) kept interest rates on hold, with chair Jay Powell indicating that patience is needed to “let restrictive policy do its work”. The minutes of the Fed’s latest meeting showed some policymakers favouring a rate hike, although Powell signalled such a move was unlikely.

On the investment radar 2H 2024: Will patience be...

Article | Podcasts | 06/06/2024

So far, 2024 has proved a little more complicated than markets were expecting. Jay Powell, chair of the US Federal Reserve warned consistently that US rates could stay ‘higher for longer’, and indeed they have, but elsewhere rate cuts could be imminent.

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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