David & Methusalem: Wie navigieren wir durch die Unsicherheit?
From AXA IM Select Updates by AXA Investment Managers Select
March 19, 2026 · 27 min
About this episode
The episode discusses how investors can navigate uncertainty caused by the ongoing conflict in Iran and which asset classes may protect portfolios from current market turbulence.
This podcast is in German./ Dieser Podcast ist auf Deutsch. Der anhaltende Konflikt im Iran sorgt bei Investoren für erhebliche Unsicherheit und löst volatile Reaktionen an den Märkten aus. Wir analysieren, wie Anleger in diesem Umfeld handlungsfähig bleiben können – und welche Anlageklassen aus unserer Sicht Portfolios vor den aktuellen Turbulenzen schützen. 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 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 is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of BNP PARIBAS ASSET MANAGEMENT Europe or its affiliated companies…
People in this episode
Hosts: David, Methusalem
Guest: Achim Stranz
Topics covered
- Investing
- Market Volatility
- Iran Conflict
Keywords
- Professional Investors
- Investment Strategy
- Market Analysis
Mentioned in this episode
Books & works: Umfeld
Places: Iran, UK, England and Wales, London
More episodes of AXA IM Select Updates
- Market outlook podcast: Conflict and AI drive market divergence · June 10, 2026 · 12 min
- David & Methusalem: KI treibt die Rally an · May 26, 2026 · 21 min
- Dentro i mercati: L’IA traina il rally · May 21, 2026 · 10 min
- Market outlook podcast: AI powers the rally · May 13, 2026 · 12 min
- Dentro i mercati: Il rally dei mercati azionari può continuare? · April 29, 2026 · 8 min
- David & Methusalem: Unsicherheit hält an · April 20, 2026 · 19 min
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