Dentro i mercati: Il rally dei mercati azionari può continuare?
From AXA IM Select Updates by AXA Investment Managers Select
April 29, 2026 · 8 min
About this episode
The episode discusses the uncertainty in the Middle East and how investors can navigate the current market volatility.
This podcast is in Italian./ Questo podcast è in italiano. Una possibile risoluzione futura del conflitto in Medio Oriente rimane ancora estremamente incerta. Al momento della registrazione, lo Stretto di Hormuz — snodo cruciale per circa un quinto dell’offerta globale di petrolio — è sotto blocco statunitense. Analizziamo come gli investitori possano orientarsi in questo contesto di incertezza e quali asset, a nostro avviso, possano contribuire a proteggere i portafogli durante questa fase di volatilità. 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…
People in this episode
Host: Alessandro Tentori
Guest: Giorgio Civalleri
Topics covered
- mercati azionari
- investimenti
- volatilità
- conflitto in Medio Oriente
- protezione portafogli
Keywords
- mercati azionari
- investitori
- volatilità
- Stretto di Hormuz
- protezione portafogli
Mentioned in this episode
Organizations: AXA Investment Managers Select
Places: Stretto di Hormuz, Medio Oriente
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
- David & Methusalem: Unsicherheit hält an · April 20, 2026 · 19 min
- Market outlook podcast: uncertainty continues · April 16, 2026 · 11 min
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