About this episode

The episode discusses how technological transformation is driving equity markets amidst geopolitical turbulence.

This podcast is in Italian./ Questo podcast è in italiano. La trasformazione tecnologica è stata finora quest’anno il principale motore dei mercati azionari. Al contempo, i titoli di Stato sono rimasti sotto pressione in un contesto di turbolenze geopolitiche. Analizziamo quali elementi gli investitori potrebbero prendere in considerazione in questo scenario. 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 MANAGEMENT Europe or its affiliated companies an offer to buy or sell any investments, products…

More episodes of AXA IM Select Updates

• 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
• Dentro i mercati: conflitti geopolitici e IA accentuano la divergenza dei mercati · June 17, 2026 · 7 min

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