On the investment radar 2026: 5 key themes for markets
About this episode
The episode discusses five key themes that have influenced market performance in 2025 and their potential impact on 2026.
Markets have performed well in 2025, boosted by 5 key themes, including enthusiasm for AI investment and supportive policy action. We look at how this benign backdrop might roll on through 2026. And how these key market themes will play into our tactical asset allocation. Presented by Rémi Lambert, Chief Investment Officer for AXA IM Select and Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist. 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 does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression…
Topics covered
- investment themes
- market analysis
- AI investment
- tactical asset allocation
- policy action
Keywords
- professional investors
- institutional clients
- market statistics
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