HeyJaredAXA IM Select Updates
This podcast is intended for professional investors, and must not be shared with a non-professional audience.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Jul 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
David & Methusalem: Märkte richten den Blick auf starke Q2-Ergebnisse (opens the original)
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This podcast is in German./ Dieser Podcast ist auf Deutsch. Kurzfristig hält die Unsicherheit an, da die Ölpreise weiterhin volatil sind und sich die Dynamik innerhalb des Technologiesektors verändert. Wir erwarten eine breitere Gewinnentwicklung, unterstützt durch die KI-Revolution. Präsentiert von David Schroeder, Head of Distribution AXA IM Select Germany, BNPP Asset Management und Achim Stranz, Kapitalmarktexperte und externer Berater. This podcast is intended for professional investors, and
Dentro i mercati: la tecnologia traina i mercati azionari (opens the original)
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This podcast is in Italian./ Questo podcast è in italiano. La trasformazione tecnologica è stata finora quest’anno il principale motore dei mercati azionari. Al contempo, i titoli di Stato sono rimasti sotto pressione in un contesto di turbolenze geopolitiche. Analizziamo quali elementi gli investitori potrebbero prendere in considerazione in questo scenario. Presentato dal Alessandro Tentori, Chief Investment Officer e Giorgio Civalleri, Senior Relationship Manager. This podcast is intended for
Market outlook podcast: Markets look to strong Q2 earnings (opens the original)
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Uncertainty continues in the short term, as oil prices remain volatile and the tech sector sees changes in market leadership. We look towards a broadening of earnings, along with a boost from the AI revolution, outlining adjustments to our asset allocation. 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 distribut
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