Análisis Macro y Estrategia de Inversión
AXA Investment Managers desarrolla una amplia investigación para generar un análisis con visión de futuro para nuestros clientes. También nos permite mejorar la rentabilidad de los gestores de carteras y desarrollar soluciones basadas en perspectiva.
595 publicaciones disponibles
Wind of change?
As the Merkel era is drawing to a close, we take a look at some key macroeconomic challenges ahead for Germany
Even if it may be a “blip” the disappointing figures for US job creation in August validates Powell’s prudence
Keeping cards close to the chest
After the vertiginous growth of the first half of 2021, some “digestion phase” was always to be expected in the US but some macro indicators point to some “organic” downside forces as well, amid the ...
We review the latest instalment of the “debt ceiling drama”, the spread of the “delta variant” and the European Central Bank (ECB)’s new forward guidance.
What you need to know about the IBOR transition
What is IBOR transition and how is AXA IM approaching it? What is IBOR transition and how is AXA IM approaching it? What is IBOR transition and how is AXA IM approaching it? What is IBOR transition ...
ECB to make its forward guidance consistent with the strategy review this Thursday
A late Italian Strike?
The European Central Bank’s (ECB) strategy review, seemingly aligning its official stance with Mario Draghi’s public views at the end of his tenure, provides the intellectual underpinning for prolong ...
Key data releases last week did not move the bond market: there is still too much “noise”, particularly in the US because of the magnitude of the fiscal push.
Where’s the BIF?
Joe Biden’s bi-partisan compromise last week on the infrastructure package (BIF) was welcome by the market but it’s still a winding road through Congress. At the same time, Biden continues to hold fa ...