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.

619 publicaciones disponibles

Macrocast

Soft-ish landing (with luck)

The Bank of England’s hike accompanied by the forecast of a recession next year should be a warning for central banks elsewhere in their quest for a “painless tightening”.

Macrocast

Macron 2.0

E. Macron’s second mandate will likely start with the prolongation of the Keynesian/interventionist stance of the last 2 years, although the financial room for manoeuvre is smaller.

Macrocast

Mind games

The IFO survey’s forward-looking components in manufacturing are now below the levels seen during the “mini recession” of 2012-2013.

Macrocast

It's starting to show

While market stress has receded last week, hurdles on the road to a settlement in Ukraine should not be underestimated.

Macrocast

Augmenting the Bernanke Doctrine

The “Bernanke doctrine” on how central banks should deal with energy price shocks should be augmented by taking the fiscal stance in consideration.

Macrocast

War made the State

The consequences of the war in Ukraine will be unequal across social groups in Europe.

Macrocast

Zeitenwende

The EU has very significantly stepped up its reaction to the war in Ukraine.

Macrocast

Money, it's a gas

We look at the implications for the Euro area of higher natural gas prices in the context of the Ukrainian crisis.

Macrocast

Hawks Aplenty

Lagarde sent the ECB on a course consistent with a rate lift-off this year. We expect it in December, but it could come as early as September.