Market outlook podcast: how can we navigate the uncertainty?

Market outlook podcast: how can we navigate the uncertainty?

From AXA IM Select Updates by AXA Investment Managers Select

March 12, 2026 · 15 min

About this episode

The episode discusses how investors can navigate uncertainty and market volatility caused by the ongoing conflict in Iran.

The ongoing conflict in Iran has caused major uncertainty for investors, and led to significant market volatility. We look at how investors can navigate this environment, and the assets we believe can protect portfolios during the turmoil. Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lauren Thys, Head Of Product and Marketing Content. 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 investment, legal or tax advice, a…

Topics covered

  • market outlook
  • investment strategy
  • portfolio protection
  • market volatility
  • Iran conflict

Keywords

  • investors
  • uncertainty
  • assets
  • professional investors

Mentioned in this episode

Places: Iran, UK, England, London

More episodes of AXA IM Select Updates

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