On the investment radar 2H 2025 - Living in interesting times


This year has so far seen an escalation of turbulent newsflow. Markets have endured waves of uncertainty following US policy shifts, followed by occasional spikes in volatility.

Today we flag up the themes that are likely to dominate financial markets in the second half of the year, as well as our investment response.

Presented by Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core and Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist.