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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.

Active and passive funds - and missed...

Article | Market updates | 09/04/2024

The popularity of passive investment funds, typically exchange listed index trackers, has grown steadily over the past decades. At $13.3 trillion, the total value of US passive funds at the end of 2023 topped the value of active funds for the first time.

The View - asset allocation update

Article | Investments | 08/04/2024

Key central banks suggested that rates would be cut this year and appeared less concerned about the possibility that inflation would rebound. The US Federal Reserve (Fed) kept rates on hold at its March meeting and maintained its guidance for three 25 bps rate cuts in 2024, with financial markets now readjusting to the Fed’s own projections.

Market Snapshot - March 2024

Article | Investments | 04/04/2024

The Swiss National Bank (SNB) became the first major central bank to reduce interest rates this cycle. The SNB reduced rates by 25 basis points (bps) to 1.5%, its first cut in nine years, after Swiss inflation fell to 1.2% in February, marking the ninth consecutive month that prices have been within the 0-2% target range.

Generative artificial intelligence- the next...

Article | Investments | 03/04/2024

Many words have been written about the transformative potential of the implementation of generative artificial intelligence (gen AI) across the industries and nations of the globe. 

Monthly Review - March 2024

Article | Investments | 03/04/2024

The US House of Representatives has approved a bill to ban TikTok from US app stores, unless its Chinese parent ByteDance agrees to dispose of the app. Existing users would be excluded from future updates, meaning that TikTok would eventually become obsolete in the US. 

Panel Podcast - Where now for the FOMO rally?

Article | Podcasts | 14/03/2024

‘Fear of missing out’ has been a major catalyst driving markets higher in recent months. As we approach the end of the first quarter of 2024, we consider where that leaves the outlook for asset prices.

The View - asset allocation update

Article | Investments | 11/03/2024

The latest headline inflation rates have slowed, but risks remain. US average hourly earnings ticked up at the beginning of the year, and job growth was far stronger than expected, with recent data also revised higher.

Market Snapshot - February 2024

Article | Investments | 07/03/2024

Hopes faded for interest rate cuts in March. While the US Federal Reserve and European Central Bank indicated that later rate reductions were possible, they stressed it was too early to consider such a move.

Irrational exuberance

Article | Investments | 04/03/2024

The phrase ‘irrational exuberance’ is increasingly applied to the stratospheric performance of some areas of the tech sector. It describes a state of affairs when market optimism gets ahead of more rational profit forecasts. 

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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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