Podcasts about axa im

Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is in German./ Dieser Podcast ist auf Deutsch. Die USA haben umfassende Einfuhrzölle für ihre weltweiten Handelspartner angekündigt. Die US-Aktienmärkte und andere Märkte in der ganzen Welt fielen stark. Es herrscht Unsicherheit, da die Märkte versuchen, den Ausblick für Unternehmen und Volkswirtschaften weltweit neu zu bewerten. Diese ist eine spezielle "Live" Ausgabe nach dem Start unseres AXA Investment Clubs, ein Zusammenschluss aus interessierten und ambitionierten Vertriebspartnern im AXA Ausschliesslichkeitsvertrieb. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

The US has announced sweeping import tariffs on its global trading partners. US stock markets fell sharply, as did others across the globe. Uncertainty rules, as markets attempt to reprice the prospects for global companies and economies. Today we will look at the financial market impact of US tariffs, including possible retaliatory tariffs, and examine our tactical asset allocation response. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Elena Guanter Ros, Directora General para España y Latam de Candriam, y Santiago Matossian, Sales Director de AXA IM analizan las mejores estrategias de inversión en renta fija en un contexto marcado por el factor Trump.

Elena Guanter Ros, Directora General para España y Latam de Candriam, y Santiago Matossian, Sales Director de AXA IM analizan las mejores estrategias de inversión en renta fija en un contexto marcado por el factor Trump.

En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados financieros con Patricia López Molina, responsable de Distribución de Iberia de GAM, Antonio González, Sales Manager en AXA IM, Álvaro Antón, country head en Aberdeen en Iberia y con Felipe Lería, Head de Iberia & Latam de UBP. y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas comienzan la semana con importantes caídas pendientes del impacto del nuevo tsunami arancelario de Trump y sus efectos en el crecimiento, la inflación y la política monetaria. En la tertulia de mercados de Capital Intereconomía Patricia López Molina, responsable de Distribución de Iberia de GAM; Antonio González, Sales Manager en AXA IM; Álvaro Antón, country head en Aberdeen en Iberia; y Felipe Lería, Head de Iberia & Latam de UBP analizan cómo pueden reaccionar los mercados de renta variable, bonos y el euro-dólar, y debatimos si la rotación sectorial en Europa continuará. Además, exploran el creciente interés por la gestión activa frente a los fondos indexados y si incluir alternativos ilíquidos en cartera puede ser una vía para escapar del ruido geopolítico.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Finanzmärkte haben im letzten Monat einige außergewöhnliche Entwicklungen erlebt, von denen nur wenige im „Trump Trade“ vorgesehen waren. Änderungen und Verschiebungen in der neuen US-Politik hatten erhöhte Unsicherheit und Marktvolatilität zur Folge. Heute werden wir erörtern, ob wir einen Wendepunkt im Trump Trade erreicht haben, da die „America First“-Agenda das Interesse an anderen Märkten erhöht. Wir berücksichtigen auch die Auswirkungen auf unsere taktische Vermögensallokation. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Tornano le analisi e i consigli per Investire informati in una settimana molto densa di appuntamenti sul fronte delle banche centrali. Da Giappone e Stati Uniti è arrivato un nulla di fatto sui tassi, mentre la guerra commerciale innescata dai dazi introdotti da Donald Trump ha mandato le borse sull'ottovolante e spostato molti capitali dagli Usa all'Europa. Il voto del parlamento tedesco, intanto, libera il paese dal ‘freno’ del debito per aumentare gli investimenti in difesa ed infrastrutture. Ci si chiede se un'iniziativa come questa possa generare opportunità di investimento o debba essere osservata con più cautela. Intanto, le borse del vecchio continente sono sui massimi: Trump o non Trump, sono sostenibili questi livelli? Che cosa ci sta indicando in questo momento il mercato obbligazionario? Ne parliamo con Alessandro Tentori, CIO Europe di AXA IM.

Financial markets have seen some extraordinary moves over the last month- few of which feature in the ‘Trump Trade' playbook. Changes and postponements to new US policy have brought heightened uncertainty and market volatility. Today we will discuss whether we have reached an inflection point in the Trump Trade, since the ‘America First' agenda is boosting interest in markets elsewhere. We also consider the impact on our tactical asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy, Andreea Condurache CFA, Portfolio Manager and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Märkte waren mit einem Wirbelsturm politischer Ankündigungen der neuen US-Regierung konfrontiert. Zu dieser Ungewissheit kommt hinzu, dass die umfangreichen Ausgabenpläne für KI-Infrastrukturen in den USA durch die Einführung eines billigeren chinesischen Wettbewerbers in Frage gestellt wurden. Heute werfen wir mit etwas Abstand einen genauen Blick auf die Fundamentaldaten für das Wachstum der Wirtschaft und der Unternehmensgewinne sowie auf unsere taktische Anlageallokation. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Markets have faced a whirlwind of policy announcements from the new US administration. On top of this uncertainty, vast AI infrastructure spending plans in the US have been called into question by the launch of a cheaper Chinese rival. Today we take a step back and a close look at the fundamentals for economic and corporate earnings growth, as well as outlining our tactical asset allocation. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Finanzmärkte haben das Jahr unter einer Wolke der Unsicherheit begonnen, da sie auf die Amtseinführung von Donald Trump als US-Präsident warten. Einige der Schlüsselthemen sind jedoch bekannt: die Unsicherheit über die anhaltende Inflationsentwicklung, die Auswirkungen der erwarteten Zölle im Jahr 2025 und die Dominanz der ‚Magnificent Seven‘. Heute werden wir unsere Bullen- und Bärenszenarien für die Märkte in diesem Jahr vorstellen, während wir abwarten, welche Politik der neue Präsident Trump umsetzt. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Financial markets have started the year under a cloud of uncertainty awaiting the inauguration of Donald Trump as US President. Some of the key themes are familiar though: uncertainty around the continuing path of inflation, the impact of expected tariffs in 2025, and the dominance of the Magnificent Seven. Today we will share our bull and bear scenarios for markets this year, as we wait to see what policies the incoming President Trump enacts. Presented by Aymeric Forest CFA, Head of Investment Strategy and Niall McDonnell CFA, Senior Investment Manager. Hosted by Thomas Ashwood, Senior European Marketing Manager. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

En el XV Día de la Inversión, Carmen García, Gestora de Fondos de Renta Fija de Renta 4 Gestora, y Santiago Matossian, Sales Director de AXA IM, analizan el comportamiento de la renta fija en 2024. Coinciden en que ha sido un año positivo, destacando al high yield como el activo ganador. La gestión de la duración ha sido clave, con movimientos estratégicos para aprovechar los rallys en bonos gubernamentales ultralargos. Desde AXA IM, han mantenido un enfoque cauteloso, favoreciendo duraciones cortas, mientras que en Renta 4 han diversificado en horizontes de corto y largo plazo. Para 2025, identifican oportunidades en deuda periférica europea, grado de inversión corporativa y high yield americano de corta duración. Advierten, sin embargo, sobre la incertidumbre en torno a tipos de interés y volatilidad en los mercados, especialmente en Estados Unidos. Lee la noticia completa en la web de Capital Radio ➡️ https://www.capitalradio.es/noticias/mercados/renta-fija-ha-sido-un-ano-positivo-ganador-ha-sido-high-yield_135632640.html

This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Märkte haben im Jahr 2024 erneut eine starke Performance hingelegt, was nicht zuletzt auf die Euphorie nach dem US-Wahlergebnis zurückzuführen ist. Donald Trump wird im nächsten Jahr sein Amt antreten, und seine Wahlkampfrhetorik in Bezug auf Handelszölle und Einwanderung, Steuersenkungen und Deregulierung wird in unterschiedlichem Maße umgesetzt werden. Wir gehen heute der Frage nach, ob Trumps Politik das Wachstum des US-BIP ankurbeln oder bremsen könnte. Schwinden die Chancen auf eine sanfte Landung? Und wenn ja, wie wirkt sich das auf die Finanzmärkte aus? Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

En el XV Día de la Inversión, nos acercamos también a la renta fija y su comportamiento, con Carmen García, Gestora de Fondos de Renta Fija de Renta 4 Gestora y Santiago Matossian, Sales Director de AXA IM.

Markets have put in another strong performance in 2024, helped in no small part by euphoria at the US election result. Next year Donald Trump will take office and his campaign rhetoric on trade tariffs and immigration; tax cuts and deregulation, will be implemented to varying degrees. We look today at whether Trump policies could boost or hold back US GDP growth. Are the chances of a soft landing fading? And if so, what are the implications for financial markets? 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. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Mercredi 4 décembre 2024, SMART IMPACT reçoit Virginie Derue (Directrice de la recherche ESG, AXA IM) et Neil Makaroff (Directeur, Strategic Perspectives)-----------------------------------------------------------------------SMART IMPACT - Le magazine de l'économie durable et responsableSMART IMPACT, votre émission dédiée à la RSE et à la transition écologique des entreprises. Découvrez des actions inspirantes, des solutions innovantes et rencontrez les leaders du changement.

En el contexto actual, según Yago Matossian, director de ventas en España de Axa IM, se puede aplicar la frase: "En todo universo hay rentabilidades que se adecúan a cada inversor".

This podcast is in German./ Dieser Podcast ist auf Deutsch. In dieser Episode werden wir die vier entscheidenden Themenbereiche untersuchen, die derzeit die Finanzmärkte beeinflussen. Zunächst werden wir das faszinierende „Goldilocks-Szenario“ in den Kapitalmärkten besprechen – das Streben nach dem perfekten Gleichgewicht. Anschließend analysieren wir die Auswirkungen der bevorstehenden US-Wahlen und wie sie die Marktentwicklungen beeinflussen könnten. Zudem werden wir die neuesten Entscheidungen zur Zinspolitik in den USA beleuchten und deren potenzielle Auswirkungen auf die Wirtschaft. Schließlich werden wir die anhaltende Debatte zwischen Sparen und Investieren angehen, wobei wir die Unsicherheit, Wahrscheinlichkeit und Volatilität betrachten, die unsere finanziellen Entscheidungen prägen. Begleiten Sie uns, während wir diese wichtigen Themen aufschlüsseln und Einblicke bieten, um Ihnen zu helfen, die aktuelle Marktsituation besser zu verstehen! Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. Today we will dive deeper into the prospects for a second Trump presidency. In particular, the likelihood of the rhetoric becoming reality and the impact on financial markets. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. The fourth in our Investment Basics podcast series, it's ideal for those starting out on their investing journey but should also prove useful for more experienced market participants. Happy listening! This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Der Zinssenkungszyklus der Fed hat begonnen, eine weiche Landung ist nach wie vor wahrscheinlich und China hat endlich Konjunkturmaßnahmen eingeleitet. Es sieht fast so aus, als ob wir uns auf ein Goldlöckchen-Szenario einstellen könnten. Heute wollen wir untersuchen, ob positivere Daten und mehr Konjunkturmaßnahmen die anhaltende Unsicherheit an den Finanzmärkten aufwiegen können. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. Today we will examine whether more positive data and more stimulus can outweigh the backdrop of persistent uncertainty for financial markets. Presented by Aymeric Forest CFA, Head of Investment Strategy and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. September ist traditionell ein schwieriger Monat für die Aktienmärkte – das bestätigt sich auch in diesem Jahr. Zunehmende Sorgen über das US-Wachstum, schwache Daten aus China und der geopolitische Hintergrund ließen die Risikoaversion in den Vordergrund treten. Heute wollen wir versuchen, eine Lösung für den Umgang mit einigen erheblichen kurzfristigen Unsicherheiten zu finden. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. Today we will look to navigate a path through some significant near term uncertainties. Presented by Aymeric Forest CFA, Head of Investment Strategy and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Any thoughts of a quiet summer were quickly dispelled by gyrating financial markets in early August. Confidence evaporated, causing a sharp spike in volatility, before markets rebounded to close a volatile week almost flat. Today we will consider how we can find a way through this maze of uncertainty. Presented by Aymeric Forest CFA, Head of Investment Strategy and Alex Burn CFA, Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Die Stimmung an den Märkten bleibt gut, und das Vertrauen in eine Zinssenkung der Fed im September wächst. In anderen Bereichen ist das Umfeld jedoch alles andere als sicher: In den USA und Europa nehmen die politischen Risiken zu, und viel hängt von der Berichtssaison des zweiten Quartals ab. Heute werden wir untersuchen, wie sich dieser Cocktail aus Zuversicht und Unsicherheit auf die ruhigen Sommermärkte auswirken könnte. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. Today we will consider how this cocktail of confidence and uncertainty could play out in quiet summer markets. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Bislang hat sich das Jahr 2024 als etwas komplizierter erwiesen, als die Märkte erwartet hatten. Jerome Powell, der Vorsitzende der US-Notenbank, warnte immer wieder davor, dass die Zinsen in den USA ‚für längere Zeit höher' bleiben könnten, was auch tatsächlich der Fall ist. Andernorts könnten Zinssenkungen jedoch unmittelbar bevorstehen. Wir freuen uns auf die zweite Jahreshälfte, die erneut von den Zentralbanken und ihren Entscheidungen, aber auch von der US-Präsidentschaftswahl geprägt sein wird – und von den wahrscheinlichen Auswirkungen auf die Finanzmärkte. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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 third in our Investment Basics podcast series, it's ideal for those starting out on their investing journey but should also prove useful for more experienced market participants. Happy listening! This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

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. We look forward to the second half of the year, bound to be dominated once again by central banks and their decisions, but also by the US presidential election. And the likely impact on financial markets. Presented by Chris Iggo, Chair of the AXA IM Investment Institute and CIO of AXA IM Core, Rémi Lambert, Chief Investment Officer and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

This podcast is in German./ Dieser Podcast ist auf Deutsch. Erst sechs Zinssenkungen, dann zwei … oder vielleicht sogar überhaupt keine. Die für das Jahr 2024 erwartete Zahl der Zinssenkungen in den USA ist stark zurückgegangen. Was bedeutet das für die Anleger bis zum Sommer? Sollten sie sich angesichts der wachsenden Erwartung, dass die EZB die Zinsen vor der Fed senken wird, wieder auf Europa konzentrieren? Wir untersuchen, was für diese Region spricht, sowie andere Themen, die die Aufmerksamkeit unserer Portfoliomanager auf sich gezogen haben. Präsentiert von David A. Schroeder, Head of Distribution AXA IM Select Germany und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and must not be shared with a non-professional audience. Not for Retail distribution: This marketing communication is intended exclusively for Professional, Institutional or Wholesale Clients / Investors only, as defined by applicable local laws and regulation. Circulation must be restricted accordingly. This marketing communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. All information in this document is established on data made public by official providers of economic and market statistics. AXA Investment Managers disclaims any and all liability relating to a decision based on or for reliance on this document. All exhibits included in this document, unless stated otherwise, are as of the publication date of this document. Furthermore, due to the subjective nature of these opinions and analysis, these data, projections, forecasts, anticipations, hypothesis, etc. are not necessary used or followed by AXA IM's portfolio management teams or its affiliates, who may act based on their own opinions. Any reproduction of this information, in whole or in part is, unless otherwise authorised by AXA IM, prohibited. Past performance is not a guide to current or future performance, and any performance or return data displayed does not take into account commissions and costs incurred when issuing or redeeming units. References to league tables and awards are not an indicator of future performance or places in league tables or awards and should not be construed as an endorsement of any AXA IM company or their products or services. Please refer to the websites of the sponsors/issuers for information regarding the criteria on which the awards/ratings are based. The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested. Exchange-rate fluctuations may also affect the value of their investment. Due to this and the initial charge that is usually made, an investment is not usually suitable as a short term holding. Issued in the UK by AXA Investment Managers UK Limited, which is authorised and regulated by the Financial Conduct Authority in the UK. Registered in England and Wales No: 01431068. Registered Office: 22 Bishopsgate London EC2N 4BQ In other jurisdictions, this document is issued by AXA Investment Managers SA's affiliates in those countries.

Segunda hora de Capital Intereconomía en la que miramos a la información económica y de los mercados. En la Tertulia de Mercados están con nosotros Ricardo Comín, Director Comercial en Vontobel Para Iberia; Christian Rouquerol, director de ventas para Iberia y latinamerica de Tikehau Capital; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; y Yago Matossian, de AXA IM. En la preapertura Alexis Ortega, asesor independiente, nos explica las principales referencias a tener en cuenta en la sesión de hoy.

El BCE celebra este jueves la primera reunión del año en la que no se esperan cambios sobre los tipos de interés, pero el mercado analizará el discurso de su presidenta Christine Lagarde en busca de pistas sobre cuándo comenzará el organismo a bajar el precio del dinero. La semana vendrá marcada por otras referencias como la reunión de política monetaria del Banco de Japón, el indicador PCE y el dato de PIB del cuarto trimestre en EEUU, la Encuesta IFO y el GFK de consumo en Alemania, y los datos de PMI a ambos lados del Atlántico. En el apartado de resultados empresariales publican cuentas Bankinter, Nokia, Volvo, Johnson & Johnson, General Electric, P&G, Verizon, Netflix, Microsoft, AT&T, Tesla y VISA entre otras compañías. Las Bolsas comienzan la semana con ganancias después de los recortes de la semana anterior en la que el Ibex 35 se dejaba un 2,3% en medio de las tensiones geopolíticas en el Mar Rojo. En la tertulia de mercados de Capital Intereconomía Ricardo Comín, director Comercial en Vontobel Para Iberia; Christian Rouquerol, director de ventas para Iberia y Latinoamérica de Tikehau Capital; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; y Santiago Matossian, de AXA IM analizan cómo puede afectar al crecimiento y también a la inflación lo que está pasando en aquella parte del mundo, y qué espera de la reunión del BCE.

Las Bolsas europeas comienzan la semana en rojo tras sumar una nueva semana de ganancias. El Ibex 35 buscará durante los próximos días el asalto a los 10.000 puntos tras seguir su rally y subir un 1,8% la semana pasada. Este lunes el mercado no contará con referencias macroeconómicas destacadas más allá de la comparecencia de la presidenta del BCE, Christine Lagarde, ante la comisión de Asuntos Económicos del Parlamento Europeo donde va a explicar las últimas decisiones de política monetaria que ha llevado el organismo. Durante los próximos días los inversores conocerán datos de inflación en Europa, el PIB en EEUU, el libro beige de la Reserva Federal, el PCE deflactor en EEUU, las ventas minoristas en Japón y el PMI manufacturero en China. Además el jueves se celebra la reunión de la OPEP y el viernes comparece el presidente de la Fed, Jerome Powell. En la tertulia de mercados de Capital Intereconomía Santiago Matossian, director de ventas en AXA IM; Borja Aguiar, sales director de Amiral Gestion Iberia; Alejandro Domecq, director adjunto de M&G Investments para España, Portugal y Andorra; y Javier Villegas, director general de Franklin Templeton, analizan estas claves y el momento en que se encuentran los mercados.

Los mercados comienzan la semana con ligeras subidas a la espera de las reuniones que celebrarán durante los próximos días la Fed y el BCE. La atención estará puesta en si la Fed anuncia una pausa en la subida de los tipos de interés y el BCE un nuevo incremento de 25 puntos básicos, así como el impacto que tendrán estas decisiones en los mercados. Otra referencia importante para los inversores serán los datos finales de inflación del mes de mayo que se publican en EEUU, la eurozona, España, Francia y Alemania. A tener en cuenta esta semana también el índice ZEW de confianza de junio en Alemania, la producción industrial de abril de la zona euro, y las ventas minoristas de mayo de Estados Unidos junto a la confianza del consumidor que elabora la Universidad de Michigan. Pablo Martínez Bernal, Head of Sales para Iberia de Amiral Gestion; Jaime Albella, director de Ventas Senior en AXA IM; Bruno Patain, jefe para España y Portugal de Eurizon AM; y Martina Álvarez Javier, directora de Ventas para Iberia en Janus Henderson Investors, analizan en la tertulia de mercados de Capital Intereconomía qué podemos esperar esta semana de los bancos centrales. También si el techo de los tipos de interés está cerca y cómo puede afectar eso a la renta fija. Además explican qué activos suelen funcionar mejor en un escenario de recesión y alta inflación.

Analizamos la actualidad de los mercados en La Tertulia con Pablo Martínez Bernal, Head of Sales para Iberia de Amiral Gestion; Jaime Albella, Director de Ventas Senior en AXA IM; Bruno Patain, jefe para España y Portugal de Eurizon AM y con Martina Álvarez Javier, Directora de Ventas Para Iberia en Janus Henderson Investors. Además Alexis Ortega, socio director de Finagentes Gestión nos explica las principales referencias a tener en cuenta en la preapertura de los mercados financieros.

Le Fund management avec Arnaud PaquetArnaud Paquet est fund manager chez Axa IM, il est diplômé de l'ESTP et du MS stratégie et management de projet à l'international à l'ESSEC.Il a commencé sa carrière au Qatar dans le second œuvre et s'est ensuite orienté vers le fund management après avoir passé des entretiens pour un poste en Asset Management.Au hasard d'une discussion dans l'ascenseur il lui apparaît qu'il est possible de passer du Fund à l'Asset mais pas l'inverse.C'est un métier qui demande les compétences suivantes:Réglementaire : les fonds sont sous l'autorité de l'AMFCommercial et Marketing: il faut savoir convaincre les investisseursFiscal: sur les revenus locatifs et de plus value selon les paysCommunication: le reporting est réglementéFinancier: pour suivre les indicateurs de performance et gérer l'éventuel effet de levierComptable: il faut suivre son compte de résultat pour comprendre le chiffre d'affaires, les provisions, la distribution etc.Le fund manager est le garant de la stratégie du fonds d'investissement auprès des investisseurs.Un fonds est une entité juridique avec des actionnaires qui va déployer des fonds dans selon une stratégie, ici immobilière.Cette dernière peut être un choix d'allocation par typologie, géographie, taille, marché.C'est un métier méticuleux auquel on accède généralement après un parcours d'auditeur ou de contrôleur de gestion.Nous évoquons les différents clients investisseurs: retail ou institutionnel, la possibilité pour les investisseurs de s'impliquer ou non dans les décisions du fonds.Et nous discutons autour de quelques digressions de l'effet de levier et des covenants bancaires.On retient qu'en tant que gestionnaire de fonds on négocie toutes les clauses de tous les contrats: acquisition, bail, dette. Et qu'il faut savoir être maître dans l'art de la résolution des situations spéciales, qui arrivent quotidiennement.

    James Nash has founded 3 companies. The first was Bike Dock Solutions in 2008 which started life as a university project. Much of his focus currently is on ActiveScore which helps building owners and developers improve their cycling and active travel facilities. They have helped design and certify 350+ developments in Europe, US, Asia, Middle East and Australia-including 22 Bishopsgate in London, which is the largest office building in Europe.   Clients include Blackstone, Brookfield, Lendlease, Invesco, Vornado Realty Trust, BentallGreenOak, GID, JLL, CBRE, Savills, Knight Frank, Colliers, Perial, AXA IM, PATRIZIA, Bruntwood, and EcoWorld. ActiveScore is recognized by GRESB as a design and/or construction green building certification scheme.   He has also been an advisor to WELL Certification on all things Cycling and active travel related. For real estate sustainability/mobility consultants and architects they have an extremely popular free AP Programme with over 500 AP's from over 40 countries. Show Highlights The proactive part of wellness in and around buildings and communities you need to consider for healthier buildings. The movement towards bike connective travel and bike share systems.  James shares his entrepreneurial journey and start-up tips that transformed his business. The evolution of bike storage on ESG, various rating systems, tools and services provided for people who are occupants of a building. Active Score tools, advisory rolls and educational supports AP program that brings these best practices forward. Global expansion  and global standard  within buildings An emissions calculator that also includes scope free emissions The electrification of bikes and all things on wheels. An incredible opportunity and an area that currently isn't really getting much attention. “The main driver for this is the mindset change. I think building owners have realized the importance of these services from a sustainability point of view, but now also from a business case point of view. I think they realize that their tenants actually want much better cycle facilities or active travel facilities. It can actually help them attract tenants, whether it's a commercial office or whether it's a residential building.” -James Nash Get the episode transcript here!! Show Resource and Information James Nash on LinkedIn ActiveScore Certification The Chimp Paradox    Connect with Charlie Cichetti and GBES Charlie on LinkedIn Green Building Educational Services GBES on Twitter Connect on LinkedIn Like on Facebook Google+ GBES Pinterest Pins GBES on Instagram   GBES is excited our membership community is growing. Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to www.gbes.com/join to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community!   If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes.  We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the Green Building Matters Podcast!   Copyright © 2023 GBES

Tertulia de mercados con Borja Aguiar, Sales Director Iberia en Amiral Gestion; Bruno Patain, jefe para España y Portugal de Eurizon AM; Jaime Albella, Director de Ventas Senior en AXA IM y con Felipe Lería, Head de Iberia & Latam de UBP. Además Alexis Ortega, socio director de Finagentes Gestión.nos explica las principales referencias a tener en cuenta en la preapertura de los mercados financieros.

Las Bolsas europeas empiezan la semana con caídas a la espera de los resultados que vamos a conocer durante los próximos días en los que van a presentar cuentas compañías como Coca Cola, Santander, BBVA, Iberdrola, Enagás, Acerinox, Cellnex o el banco Sabadell. En Europa lo van a hacer UBS, Orange Danone o Barclays. Y en EEUU Alphabet, Meta, Microsoft, Boeing, Amazon, Chevron y Exxon Mobil. Otras referencias importantes para los inversores serán IFO de confianza empresarial en Alemania, datos de PIB en EEUU, la eurozona, Alemania y España, se publicarán también los IPC adelantados en España y Alemania, y el PCE deflactor de marzo de EEUU. Analizamos cómo pueden recibir las Bolsas todos estos datos con Borja Aguiar, Sales Director Iberia en Amiral Gestion; Bruno Patain, jefe para España y Portugal de Eurizon AM; Jaime Albella, director de Ventas Senior en AXA IM; y Felipe Lería, Head de Iberia & Latam de UBP.

GHIF was a "first-of-its-kind investment product", the fund was created in 2012 through the surprising alliance of the Gates Foundation and JP Morgan Chase. Its supporters include a stellar cast of characters such as Grand Challenges Canada, AXA Investment Managers, the development finance institution of both Germany and the World Bank, GSK, Merck, and Pfizer. Its mission is two-fold: generating attractive financial returns to its investors, and improving lives for millions in low- and middle-income populations. This is accomplished by providing late-stage financing for innovative drugs, vaccines and diagnostics, and working with companies to introduce the products globally. The new AXA IM Global Health Fund is expanding the model with a larger fund and wider mandate that includes both communicable and non-communicable conditions.    In this episode, we'll touch on: The kinds of global health innovations Curt financed through GHIF Curt's guidance for innovators seeking growth capital Lessons learned for emerging fund managers Curt's call to action for the global health community to ensure life-saving products are effectively delivered to communities as far as the last mile   This conversation was recorded live at the IFC Global Private Health Conference 2023 in Cape Town, February 2023. IFC is a development finance institution and the private sector arm of the World Bank Group.   Access show notes at https://AidEvolved.com and connect with us on LinkedIn or Twitter (@AidEvolved). Submit your questions or comments for a future episode to podcast@aidevolved.com.

    As commuting trends evolve, influenced by global events and the rising cost of fuel, the built environment needs to reflect and support these changes. Updates to planning policies and urban design can take years, resulting in old solutions for new problems. Green certifications like ActiveScore allow new standards to be implemented quickly and in sync with industry trends.   What You Will Learn: You will understand what Active Travel is. You will understand what ActiveScore does. You will learn about the relationship between Active Travel and ESG. Learn how well-designed Active Travel facilities in buildings can positively impact tenant experience. You will learn about ActiveScore's free AP Program.   This webinar can be self-reported for one half-hour of LEED or WELL continuing education.   James Nash has founded 3 companies. The first was Bike Dock Solutions in 2008 which started life as a university project.   Much of his focus currently is on ActiveScore which helps building owners and developers improve their cycling and active travel facilities. They have helped design and certify 350+ developments in Europe, US, Asia, Middle East and Australia-including 22 Bishopsgate in London, which is the largest office building in Europe. Clients include Blackstone, Brookfield, Lendlease, Invesco, Vornado Realty Trust, BentallGreenOak, GID, JLL, CBRE, Savills, Knight Frank, Colliers, Perial, AXA IM, PATRIZIA, Bruntwood, and EcoWorld. ActiveScore is recognised by GRESB as a design and/or construction green building certification scheme. He has also been an advisor to WELL Certification on all things Cycling and active travel related. For real estate sustainability/mobility consultants and architects they have an extremely popular free AP Programme with over 500 AP's from over 40 countries. Alex Georgiadis is the Head of Consultancy at ActiveScore. He oversees all of the certification and design projects ActiveScore works on. Alex has a design background and his passion is cycling. So much so, he spent some time working as a mobile bike mechanic, servicing commercial office buildings around London. This gave him great insight into the issues cyclists regularly face when commuting. He now regularly uses this knowledge to educate building owners and improve the active travel facilities within buildings across the world. David Reed is an entrepreneur who is passionate about solving problems with sustainable solutions. A leader in sustainable mobility, he has 13+ years of experience generating new revenue and building partnerships with and for municipalities, universities, startups, corporations, and real estate companies. He is a coalition builder and problem solver, deeply invested in colleague and client shared success. David's clients and partners have included the public, private, and non-profit sectors.     Show Highlights Active Score is this intersection of transportation, sustainability and the built environment.  Components and benefits of Active Travel Assess and certify buildings being active travel friendly. Help organizations and developments become future-proof by creating sustainable infrastructures and services.  Only globally recognized accreditation for active travel amenities in real estate.  Provide engagement services that set up active travel user groups within buildings.  Employer retention Active Score can help identify commuting trends within a region or group, connect with rating systems and ESG with their clean air calculator.  LEED benchmarks and credits Active Score blends with to determine which is the best standard and certification to align.  Active Score design benefits Creating a more efficient and streamlined design process for both the client and the design team. Build understanding of what makes a good active travel facility. Design consultation and the design lab services. Active Score certification can be applied to both existing and new developments.   “In terms of other benefits of Active Travel, health and wellbeing. I'm sure you are all familiar with how Active Travel can help an individual's health and wellbeing. The stat from this report that is very interesting is how 82% of people that were surveyed said they felt less stressed when they arrived in the office after cycling to work. So health and wellbeing. Active travel can have a huge impact on health and wellbeing” -James Nash   Get the episode transcript here!!   Show Resource and Information ActiveScore  James Nash-Linkedin David Reed-Linkedin Alex Georgiadis- Linkedin All About ActiveScore on Vimeo  Connect with Charlie Cichetti and GBES Charlie on LinkedIn Green Building Educational Services GBES on Twitter Connect on LinkedIn Like on Facebook Google+ GBES Pinterest Pins GBES on Instagram   GBES is excited our membership community is growing. Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to www.gbes.com/join to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community!   If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes.  We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the Green Building Matters Podcast!   Copyright © 2023 GBES

Tertulia de mercados con Jaime Albella, director de Ventas Senior en AXA IM; Juan Ramón Caridad, director Académico del Master de Finanzas e Inversiones Alternativas FIA; Rocío Poquet Nieto, Sales Manager en Aegon Asset Management; y Fernando Fernández-Bravo, director de Ventas de Invesco para Iberia.

La bolsa sube en enero un 10% Europa y un 2% EEUU. ¿Porqué esta diferencia?. Tertulia de mercados con Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco.n; Jaime Albella, Director de Ventas Senior en AXA IM; Juan Ramón Caridad, Director Académico del Master de Finanzas e Inversiones Alternativas FIA y con Rocío Poquet Nieto, Sales Manager en Aegon Asset Management. Además Alexis Ortega, socio director de Finagentes Gestión nos explica las principales referencias a tener en cuenta en la preapertura de los mercados financieros.

Synopsis: Every first and third Monday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. In this episode, we look more deeply at the challenges of actually achieving net zero emissions for complex portfolios held by big investment managers and the risks of greenwashing claims by bad actors. What does achieving net zero emissions by 2050, mean for investors and what are the risks and challenges? ST's climate editor David Fogarty hosts his Paris-based guest Ms Clemence Humeau, head of sustainability, coordination and governance for AXA IM. This episode is brought to you by AXA Investment Managers: https://str.sg/wCpw Highlights (click/tap above): 2:20 Achieving net zero emissions across a broad portfolio of assets isn't easy; 65% of AXA IM's assets under management now committed to be managed in line with net zero in 2050. What does it mean? 4:38 What goes into designing a net zero pathway?  7:10 Risk of being boycotted by the finance sector, or facing downgrades by ratings agencies, for example? 9:03 Greenwashing claims by companies, even some financial sector actors saying they are committed to net-zero emissions but still investing in polluting companies or assets 10:03 Net zero is also about investing in companies which are transitioning and trying to decarbonise their activities 12:30 Why AXA IM will divest eventually, for companies that don't achieve decarbonisation objectives along the way Listen to Pt 1: How insurers and asset managers can drive the green transition - https://str.sg/wFuz More from AXA IM on responsible investing: https://str.sg/wCpi Protecting portfolios against greenwashing: https://str.sg/wCp5 Sustainable Investing: https://str.sg/wCpS Produced by: David Fogarty (dfogarty@sph.com.sg), Ernest Luis and Hadyu Rahim Edited by: Hadyu Rahim Follow Green Pulse Podcast here and rate us: Channel: https://str.sg/JWaf Apple Podcasts: https://str.sg/JWaY Spotify: https://str.sg/JWag Google Podcasts: https://str.sg/J6EV  Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Follow David Fogarty on Twitter: https://str.sg/JLM6 Read his stories: https://str.sg/JLMu --- Discover ST's special edition podcasts: The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Singapore's War On Covid: https://str.sg/wuJa Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #greenpulseSee omnystudio.com/listener for privacy information.

Synopsis: Every first and third Monday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. In this episode, we look more deeply at the challenges of actually achieving net zero emissions for complex portfolios held by big investment managers and the risks of greenwashing claims by bad actors. What does achieving net zero emissions by 2050, mean for investors and what are the risks and challenges? ST's climate editor David Fogarty hosts his Paris-based guest Ms Clemence Humeau, head of sustainability, coordination and governance for AXA IM. This episode is brought to you by AXA Investment Managers: https://str.sg/wCpw Highlights (click/tap above): 2:20 Achieving net zero emissions across a broad portfolio of assets isn't easy; 65% of AXA IM's assets under management now committed to be managed in line with net zero in 2050. What does it mean? 4:38 What goes into designing a net zero pathway?  7:10 Risk of being boycotted by the finance sector, or facing downgrades by ratings agencies, for example? 9:03 Greenwashing claims by companies, even some financial sector actors saying they are committed to net-zero emissions but still investing in polluting companies or assets 10:03 Net zero is also about investing in companies which are transitioning and trying to decarbonise their activities 12:30 Why AXA IM will divest eventually, for companies that don't achieve decarbonisation objectives along the way Listen to Pt 1: How insurers and asset managers can drive the green transition - https://str.sg/wFuz More from AXA IM on responsible investing: https://str.sg/wCpi Protecting portfolios against greenwashing: https://str.sg/wCp5 Sustainable Investing: https://str.sg/wCpS Produced by: David Fogarty (dfogarty@sph.com.sg), Ernest Luis and Hadyu Rahim Edited by: Hadyu Rahim Follow Green Pulse Podcast here and rate us: Channel: https://str.sg/JWaf Apple Podcasts: https://str.sg/JWaY Spotify: https://str.sg/JWag Google Podcasts: https://str.sg/J6EV  Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Follow David Fogarty on Twitter: https://str.sg/JLM6 Read his stories: https://str.sg/JLMu --- Discover ST's special edition podcasts: The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Singapore's War On Covid: https://str.sg/wuJa Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #greenpulseSee omnystudio.com/listener for privacy information.

Synopsis: Every first and third Monday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. In this episode, we look how insurers and asset managers can be powerful actors in accelerating the green transition. The finance sector, including insurers, can set tougher policies that limit or exclude financing and coverage to fossil fuel-linked firms and instead focus on renewable energy and other low-carbon investments. ST's climate editor David Fogarty hosts his Paris-based guest Thomas Coudert, head of fixed income sustainability for AXA Investment Managers. This episode is brought to you by AXA Investment Managers: https://str.sg/wCpw Highlights (click/tap above): 1:12 The investment management industry, what it invests in and how much money is at its disposal to invest in companies and assets? 2:29 The Net Zero Asset Managers Commitment: With 291 signatories, including AXA IM, it commits to support the goal of net zero greenhouse gas emissions by 2050 or sooner 3:35 Their 3-step action plan 5:45 Outlook and industry expectations after a 'disappointing' COP27 7:15 AXA IM has nearly 900 billion euros in assets under management: What portion is invested in green energy assets, or green bonds? How it is lowering its exposure to fossil fuel assets 9:46 How the Russian invasion of Ukraine will delay the transition to a low-carbon economy in short term, but how it could drive the green transition in the long term 11:00 After COP27, is there stronger action outside the UN process that gives hope? How blended finance can support climate change transition More from AXA IM on responsible investing: https://str.sg/wCpi Protecting portfolios against greenwashing: https://str.sg/wCp5 Sustainable Investing: https://str.sg/wCpS Produced by: David Fogarty (dfogarty@sph.com.sg), Ernest Luis and Hadyu Rahim Edited by: Hadyu Rahim Follow Green Pulse Podcast here and rate us: Channel: https://str.sg/JWaf Apple Podcasts: https://str.sg/JWaY Spotify: https://str.sg/JWag Google Podcasts: https://str.sg/J6EV  Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Follow David Fogarty on Twitter: https://str.sg/JLM6 Read his stories: https://str.sg/JLMu --- Discover ST's special edition podcasts: The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Singapore's War On Covid: https://str.sg/wuJa Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m SG Extra: https://str.sg/wukR #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #greenpulseSee omnystudio.com/listener for privacy information.

Synopsis: Every first and third Monday of the month, The Straits Times analyses the beat of the changing environment, from biodiversity conservation to climate change. In this episode, we look how insurers and asset managers can be powerful actors in accelerating the green transition. The finance sector, including insurers, can set tougher policies that limit or exclude financing and coverage to fossil fuel-linked firms and instead focus on renewable energy and other low-carbon investments. ST's climate editor David Fogarty hosts his Paris-based guest Thomas Coudert, head of fixed income sustainability for AXA Investment Managers. This episode is brought to you by AXA Investment Managers: https://str.sg/wCpw Highlights (click/tap above): 1:12 The investment management industry, what it invests in and how much money is at its disposal to invest in companies and assets? 2:29 The Net Zero Asset Managers Commitment: With 291 signatories, including AXA IM, it commits to support the goal of net zero greenhouse gas emissions by 2050 or sooner 3:35 Their 3-step action plan 5:45 Outlook and industry expectations after a 'disappointing' COP27 7:15 AXA IM has nearly 900 billion euros in assets under management: What portion is invested in green energy assets, or green bonds? How it is lowering its exposure to fossil fuel assets 9:46 How the Russian invasion of Ukraine will delay the transition to a low-carbon economy in short term, but how it could drive the green transition in the long term 11:00 After COP27, is there stronger action outside the UN process that gives hope? How blended finance can support climate change transition More from AXA IM on responsible investing: https://str.sg/wCpi Protecting portfolios against greenwashing: https://str.sg/wCp5 Sustainable Investing: https://str.sg/wCpS Produced by: David Fogarty (dfogarty@sph.com.sg), Ernest Luis and Hadyu Rahim Edited by: Hadyu Rahim Follow Green Pulse Podcast here and rate us: Channel: https://str.sg/JWaf Apple Podcasts: https://str.sg/JWaY Spotify: https://str.sg/JWag Google Podcasts: https://str.sg/J6EV  Website: http://str.sg/stpodcasts Feedback to: podcast@sph.com.sg Follow David Fogarty on Twitter: https://str.sg/JLM6 Read his stories: https://str.sg/JLMu --- Discover ST's special edition podcasts: The Unsolved Mysteries of South-east Asia: https://str.sg/wuZ2 Stop Scams: https://str.sg/wuZB Singapore's War On Covid: https://str.sg/wuJa Invisible Asia: https://str.sg/wuZn --- Discover more ST podcast series: Asian Insider: https://str.sg/JWa7 Health Check: https://str.sg/JWaN In Your Opinion: https://str.sg/w7Qt Your Money & Career: https://str.sg/wB2m SG Extra: https://str.sg/wukR #PopVultures: https://str.sg/JWad ST Sports Talk: https://str.sg/JWRE Bookmark This!: https://str.sg/JWas Lunch With Sumiko: https://str.sg/J6hQ Discover ST Podcasts: http://str.sg/stpodcasts Discover BT Podcasts: https://bt.sg/pcPL Follow our shows then, if you like short, practical podcasts! #greenpulseSee omnystudio.com/listener for privacy information.