Dentro i mercati: L’IA traina il rally

Dentro i mercati: L’IA traina il rally

From AXA IM Select Updates by AXA Investment Managers Select

May 21, 2026 · 10 min

About this episode

The episode discusses the impact of AI on market rallies amidst ongoing geopolitical tensions.

This podcast is in Italian./ Questo podcast è in italiano. Sebbene una piena risoluzione del conflitto in Medio Oriente resti incerta, i risultati del primo trimestre si sono rivelati solidi. Guardiamo a una possibile de-escalation e a un impulso agli utili derivante dalla rivoluzione dell’IA. 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 or services, and should not be considered as solicitation or…

People in this episode

Host: Alessandro Tentori

Guest: Giorgio Civalleri

Topics covered

  • mercati
  • IA
  • rally
  • investimenti
  • utili
  • de-escalation

Keywords

  • IA
  • mercati
  • rally
  • investimenti
  • Medio Oriente
  • utili
  • de-escalation

Mentioned in this episode

Organizations: AXA Investment Managers Select

Places: Medio Oriente

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