Go to content

Panel Podcast - Have we seen the worst?

The postponement of sky high trade tariffs between the US and China has brought relief to financial markets.  A broad de-escalation of the Trump tariff shock is anticipated, despite lack of clarity on future levels.

Today we will review the latest on global trade, including prospects for an eventual US/China trade deal, as well as the real work impacts. And we will outline our tactical asset allocation response.

Presented by Aymeric Forest CFA, Head of Investment Strategy, Seamus Lyons CFA, Senior Investment Manager and Thomas Vogl, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist.

    Follow AXA IM
    ©
    2025 AXA Investment Managers. All rights reserved.

    Disclaimer
    This website is intended for Hong Kong residents only. Non-Hong Kong residents are responsible for observing all applicable laws and regulations of their relevant jurisdictions before accessing the information contained herein.

    This website is published by AXA IM Select Asia Limited (“AXA IM Select Asia”), an entity licensed by the Securities and Futures Commission of Hong Kong (“SFC”), for general circulation and informational purposes only. It does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy, sell or enter into any transactions in respect of any investments, products or services, and should not be considered as solicitation or investment, legal, tax or any other advice, a recommendation for an investment strategy or a personalised recommendation to buy or sell securities under any applicable law or regulation. It has been prepared without taking into account the specific personal circumstances, investment objectives, financial situation, investment knowledge or particular needs of any particular person and may be subject to change at any time without notice. Offering may be made only on the basis of the information disclosed in the relevant offering documents. Please consult independent financial or other professional advisers if you are unsure about any information contained herein.

    Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee such opinions, estimates and forecasts made will come to pass. Actual results of operations and achievements may differ materially. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Information herein may be obtained from sources believed to be reliable. AXA IM Select Asia has reasonable belief that such information is accurate, complete and up-to-date. To the maximum extent permitted by law, AXA IM Select Asia, its affiliates, directors, officers or employees take no responsibility for the data provided by third party, including the accuracy of such data. This material does not contain sufficient information to support an investment decision. References to companies (if any) are for illustrative purposes only and should not be viewed as investment recommendations or solicitations.

    All investment involves risk, including the loss of capital. The value of investments and the income from them can fluctuate and that past performance is no guarantee of future returns, investors may not get back the amount originally invested. Investors should not make any investment decision based on this material alone.

    Some of the services listed on this Website may not be available for offer to retail investors.

    A "US Person" as defined in Regulation S under the United States Securities Act of 1933, as amended, which includes any resident of the United States, or any corporation, partnership or other entity created or organised under the laws of the United States (including any estate of any such person created or organised in the United States).

    This Website has not been reviewed by the SFC.
    Back to top
    Are you an IFA or other Professional Investor ?

    Are you a financial advisor, institutional, or other professional investor?

    This section is for professional investors only. You need to confirm that you have the required investment knowledge and experience to view this content. This includes understanding the risks associated with investment products, and any other required qualifications according to the rules of your jurisdiction.

    Go back Confirm & continue
    You are about to leave the website of AXA IM Select Asia Limited ("AXA IM Select Asia")

    You are about to leave the website of AXA IM Select Asia Limited ("AXA IM Select Asia") which is licensed with the Hong Kong Securities and Futures Commission. AXA IM Select Asia is not responsible for the content of these external websites. These websites may contain information on funds that are only intended for residents of countries/regions where the funds specified in the website are registered or approved for public offer and are not publicly distributed to Hong Kong investors. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.

    Go back Continue
    Go back Continue