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.
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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 ...
More than the message from the “median Fed forecaster” we focus on the polarization within the FOMC. We remain in the “it’s a transitory” camp on inflation, but we reiterate our view that US real rat ...
The west is (trying to be) back
The conclusions of the G7 summit, albeit not immediately actionable, can be read as a “West is back” manifesto.
Tourism: How Asia and other emerging markets could bounce back
The pandemic has given many countries a long path to recovery