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.

460 publicaciones disponibles

Macro insights

14 de noviembre de 2019

UK faces Brexit-fuelled General Election – what happens next?

The General Election on 12 December will set the course for the UK’s exit – or not – from the European Union and the next phase of Brexit.

Macrocast

11 de noviembre de 2019

Mood music

Sometimes central banks are lucky. We expressed last week our concerns over whether the Federal Reserve had provided enough of a pre-emptive accommodation to afford a pause, but we have had some posi ...

Macro insights

4 de noviembre de 2019

US GDP beats expectations, Fed cuts rates and UK Parliament agrees to December election

Last week was a big one for the US. Third quarter (Q3) GDP came in at 1.9%, modestly above our own 1.8% forecast and firmer than the consensus expectation of 1.6%.

Macrocast

4 de noviembre de 2019

Too little capital

When in doubt, stick to what worked before. This seems to be the Fed’s motto as it is navigating a complex macro configuration, in which uncertainty is high, sentiment is poor but hard data remain de ...

Research & Investment Strategy

31 de octubre de 2019

Dude, where’s my yield?

Dividend investing in Eurozone equity markets

Macro insights

28 de octubre de 2019

Fed expected to cut rates for third time in a big week of economic data

The economy forces its way onto the US centre stage this week. The Federal Reserve will announce its latest interest rate decision and give a press conference on Wednesday evening.

Macrocast

28 de octubre de 2019

Northern lights

While observers last week were understandably focusing on Mario Draghi’s last press conference, in terms of hard news the interesting bit came from Sweden.

Research & Investment Strategy

23 de octubre de 2019

October Investment Strategy - Re-balance sheet policy

With some progress on the trade war and Brexit, some tail risks are receding. But we are far from resolution.

Macro insights

21 de octubre de 2019

Chinese growth at three-decade low, Brexit deal agreed but uncertainty continues

Better September data not enough to arrest China’s growth slowdown. A moderate recovery in September activity failed to prevent China’s GDP growth from falling to 6% - its lowest in almost three deca ...