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.
604 publicaciones disponibles
How to stop a house fire
US “excess demand for goods” played a key role in the emergence of global bottlenecks
Powell’s Curve
COP26: rendez-vous in Sharm El-Sheikh
Words and action
The message from COP26 may be that we need to focus less on generic pledges and more on implementation.
(Really) not there yet
Divergence between emerging and advanced economies reduces the chance of success of COP26 – possibly another side-effect of the Great Rivalry between the US and China.
Is there life after PEPP?
The European Central Bank (ECB) governing council is busy preparing the next phase of its monetary policy when, in all likelihood, announcing in December
Second guessing the second-round effects
We think the bar for the Fed NOT to announce a taper in November is high and has not been reached despite the disappointing payroll report for November.
Magic Money Tree Worship
Our baseline is that economic and electoral rationality will prevail and that the various factions within the Democratic Party
Unfazed
The results of the German federal elections point to a lengthy negotiation process
Dosage Adjustment
A cluster of disappointing data suggest the Chinese economy is slowing down significantly, and it is starting to show in European exports.
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