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AXA IM Select Updates

On the investment radar 2023: Pivot to positive markets?

Financial markets have been battered by runaway inflation and fast rising interest rates. So much so that 2022 will go down as the year where there was ‘nowhere to hide’. But as the year ends, inflation could perhaps have hit its highwater mark. Today we’ll discuss whether interest rates too will reach a peak in 2023, meaning central banks can ‘pivot’ towards lower rates. Who will reach this inflection point first among the major central banks, and how might financial markets respond? Seamus Lyons CFA, Senior Investment Manager and Chris Iggo, Chair of the AXA IM Investment Institute and CIO Core Investments discuss what’s on their investment radar. 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:
06 Dec 2022

Financial markets have been battered by runaway inflation and fast rising interest rates. So much so that 2022 will go down as the year where there was ‘nowhere to hide’. But as the year ends, inflation could perhaps have hit its highwater mark. Today we’ll discuss whether interest rates too will reach a peak in 2023, meaning central banks can ‘pivot’ towards lower rates. Who will reach this inflection point first among the major central banks, and how might financial markets respond? Seamus Lyons CFA, Senior Investment Manager and Chris Iggo, Chair of the AXA IM Investment Institute and CIO Core Investments discuss what’s on their investment radar. 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.