Análisis 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.
422 publicaciones disponibles
10 de septiembre de 2019
China: source of tectonic shifts in global finance
China’s integration into the world will reshape the global financial system much like its economic integration did to the global economy.
9 de septiembre de 2019
US payrolls signal easing, UK election seems inevitable and ECB between a rock and a hard place
A mixed batch of numbers from the latest US payrolls report last week left our outlook as expecting another easing in the US Fed Funds Rates in next week’s Federal Open Market Committee meeting.
5 de septiembre de 2019
Italy: New cards on an old table
Italian politics are back at centre stage, with Lega party leader Matteo Salvini unexpectedly triggering a government crisis and making way for what in many ways is yet another spurious coalition. Th ...
3 de septiembre de 2019
China – farewell to the large current account surplus
The steady erosion of China’s current account (CA) surplus is an illustration of the ongoing structural shifts in the Chinese economy and its changing relationship with the outside world.
2 de septiembre de 2019
Trade war ratchets higher, the Brexit battle intensifies while Italy looks to form a new government
The US/China trade war ratcheted higher over the weekend, with further tariff increases imposed on Sunday.
13 de agosto de 2019
Easing cycle underway
Going forward, we expect Asian central banks to continue to cut rates with a few exceptions – Bank Negara Malaysia and State Bank of Vietnam.
12 de agosto de 2019
Italian and Argentinian political developments, while UK Q2 GDP is lower than expected
Last week Lega leader Matteo Salvini submitted a no-confidence motion, following a contentious Senate vote on the construction of a high-speed rail link between France and Italy.
7 de agosto de 2019
Trump trade policy dominates, Fed announces rate cut, BoE position unchanged
It is with a certain resignation that we observe US President Donald Trump once again plunging the US into heightening trade tensions with China.
29 de julio de 2019
ECB determined but undecided while Fed rate decision will dominate and UK PM hardens Brexit stance
The introductory statement of last week’s ECB meeting was dovish on several fronts. The ECB introduced an easing bias in its forward guidance of “rates at present or lower levels”, and emphasised its ...