AXA IM Select Updates
Panel Podcast - A better year ahead?

Financial markets had a tough time in 2022, leaving investors with ‘nowhere to hide’. Central banks were blamed for their aggressive game of interest rate catch up, as inflation soared to levels not seen for decades.
Today we explore how 2023 might bring a change in the market backdrop and perhaps better performances from major asset classes. We also take a look at our Tactical Asset Allocation response to these evolving markets.
Presented by Niall McDonnell CFA, Senior Investment Manager and Thomas Vogl CFA, FRM, Senior Investment Analyst. Hosted by Lorna Denny, Investment Specialist.
This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas"). Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.
- Broadcast on:
- 11 Jan 2023
Financial markets had a tough time in 2022, leaving investors with ‘nowhere to hide’. Central banks were blamed for their aggressive game of interest rate catch up, as inflation soared to levels not seen for decades.
Today we explore how 2023 might bring a change in the market backdrop and perhaps better performances from major asset classes. We also take a look at our Tactical Asset Allocation response to these evolving markets.
Presented by Niall McDonnell CFA, Senior Investment Manager and Thomas Vogl CFA, FRM, Senior Investment Analyst. Hosted by Lorna Denny, Investment Specialist.
This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas"). Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.