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AXA IM Select Updates

Fundamental disconnect - panel podcast with the Architas Investment Team

It has been dubbed the ‘everything rally’, as equities, bonds and commodities have all risen sharply from the lows of March. But within these asset classes there are some outstanding outperformers and some notable laggards. Our discussion today aims to discover whether it’s the winners or the losers that might have lost touch with the fundamentals. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Niall McDonnell, Alex Burn; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist.
Broadcast on:
12 Aug 2020

It has been dubbed the ‘everything rally’, as equities, bonds and commodities have all risen sharply from the lows of March. But within these asset classes there are some outstanding outperformers and some notable laggards. Our discussion today aims to discover whether it’s the winners or the losers that might have lost touch with the fundamentals. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Niall McDonnell, Alex Burn; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist.