Architas is a global specialist multi-manager. For professional investors only.
London, UK
Joined April 2011
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We’re pleased to announce that Architas will be rebranding to AXA IM Select from the 11th January 2024. This completes the integration into AXA Investment Managers announced last year. We will shortly be deactivating this account. Please follow us on teapawt.net/AXAIM
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Tech giant Nvidia, the standout performer among the Magnificent 7 over 2023, was revealed as a leading investor in the future of AI (artificial intelligence).
Read the full article: bit.ly/3SdO92S
#Architas #ChatGPT #AI
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There is an old saying that it is best to “keep your powder dry”. The financial markets have adapted the phrase to ‘dry powder’. It refers to investors’ cash, waiting on the side lines.
Read the full article: bit.ly/4aGScf4
#Architas #Financialmarket #DryPowder #Assets
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Read our latest Archinomics monthly article, where we give our views on #globalmarkets and look at what's on the radar.
Read more here: bit.ly/3NTiAsw
#Architas #Fed #Interestrates #Inflation
ALT Mountain peak CTA
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Markets hailed the pivot point in interest rates, after dovish commentary from US Federal Reserve chair Jay Powell.
Read the full article: bit.ly/4aKIZm8
#Architas #interestrates #Fed
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The US Federal Reserve left interest rates unchanged at 5.25-5.5% at its mid December meeting and it is unlikely that rates will rise further.
Architas' Rémi Lambert provides an update on asset allocation.
Read more: bit.ly/4alqpka
#Architas #Fed #interestrates
ALT The View CTA
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2023 was the year of the plateau, as western central banks declared that interest rates would remain higher for longer. Financial markets eventually eased into this new normal.
Read our yearly review here: bit.ly/4ajO4S2
#Architas #Interestrates #yearlyreview
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In case you missed it...
Catch up on our latest panel #podcast where we discuss whether current market optimism might be overstretched.
Listen here: apple.co/3GGZm5f
#Architas #interestrates #centralbanks
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This month Inflation surprised on the downside. US inflation fell to 3.2% in October while early estimates showed eurozone inflation declined to 2.4% in November.
Read more here: bit.ly/3NpMynI
#Architas #Investment #Inflation #Interestrates
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The founder of OpenAI, Sam Altman, was abruptly fired by the board of the organisation, for reasons that were not made clear.
Read more: bit.ly/3NnKXyy
#Architas #OpenAI #Microsoft
ALT Revolving doors Roundel
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On the investment radar 2024: How fast and how low?
Markets are approaching year end in confident mood, anticipating interest rate cuts in the first half of next year.
Listen here: apple.co/46Rehof
#Architas #podcast #interestrates
ALT On the investment radar 2024 CTA
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The latest financial market strength has been fuelled by a growing belief that major economies could enjoy a soft landing. What does this mean?
Read the full article: bit.ly/4amKCGz
#Architas #Financialmarket #Pandemic #Inflation
ALT Soft landing CTA
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Equity and bond markets enjoyed a surprisingly sharp rally. Why now?
It’s all to do with the perception of softer messaging from the US Federal Reserve (Fed).
Read the full article: bit.ly/3NepisS
#Architas #interestrates #Fed
ALT Plateau rally Roundel
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During September 2023, Danish pharmaceutical company Novo Nordisk overtook Frances’s luxury conglomerate LVMH to become Europe’s largest company by market capitalisation.
Read more: bit.ly/3uJPkgS
#Architas #Obesity #Diabetes
ALT The end of obesity illustration
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In case you missed it...
Catch up on our latest panel #podcast where we discuss why markets are hopeful that the threat of recession has faded.
Listen here: apple.co/3Rbqdww
#Architas #recession #investment
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Factfulness - Things aren't as bad as they seem, with exceptions
The 2018 bestseller 'Factfulness' by Hans Rosling seeks to counterbalance some of the pessimism about the state of the world.
Read more: bit.ly/3G7Pn8L
#Architas #Inequality #Wealth #Income
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Markets are hopeful that the threat of recession has faded, giving rise to a risk on rally. Indeed growth forecasts for the major economies are seeing consistent upward revisions.
Listen here: bit.ly/47DHtQ6
#Architas #podcast #interestrates
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US third quarter GDP data released at October month-end rose by 4.9%, its fastest rate of growth since Q4 2021.
Domestic consumer spending was supportive, reflecting healthy wage growth.
Read more: bit.ly/3QGH4G3
#Architas #GDP #Fed #interestrates
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