About this episode

The episode discusses how geopolitical conflicts and AI are influencing market divergence and investment strategies.

This podcast is in Italian./ Questo podcast è in italiano. Sembrerebbe che vi siano due temi che guidano i mercati, gli investitori che cercano di bilanciare il rischio legato al conflitto in corso in Medio Oriente con le opportunità derivanti dal tema dell’IA. Analizziamo come questa divergenza si rifletta sulle economie, sulla crescita degli utili e sulla politica monetaria e spieghiamo come abbiamo posizionato i nostri portafogli in questo contesto. Presentato dal Alessandro Tentori, Chief Investment Officer e Giorgio Civalleri, Senior Relationship Manager. 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…

More episodes of AXA IM Select Updates

• Dentro i mercati: la tecnologia traina i mercati azionari · July 15, 2026 · 8 min
• Market outlook podcast: Markets look to strong Q2 earnings · July 8, 2026 · 12 min
• David & Methusalem: Konflikt und KI treiben die Divergenz an den Märkten · June 18, 2026 · 23 min

Explore listener stats, chart rankings, contacts and more on the AXA IM Select Updates podcast page.