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On the investment radar 2026: 5 key themes for markets

Markets have performed well in 2025, boosted by 5 key themes, including enthusiasm for AI investment and supportive policy action.

We look at how 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.

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    AXA Investment Managers UK Ltd 2025.

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