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.
542 publicaciones disponibles
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...
What won’t be in the strategy review
The divergence between a decisive Fed and a more hesitant ECB is an interesting debate but it hides the fact that on both sides of the Atlantic monetary policy through its traditional transmission ch ...
Holidays over for policymakers
The announcement of more fiscal stimulus contrasts with the emergence of disciplinarian noises here and there. The debate on tax hikes in the UK reflects idiosyncratic stress as the probability of no ...
Pushing with a longer string
The European covid relapse is a concern, but the US example suggests the pandemic can be curbed with less mobility loss than in March/April.
Beyond the deal
Comments may focus this week on a deeper recession in Europe than in the US in Q2, but the opposite picture is emerging for Q3
July Investment Strategy - And after the summer?
Europe has been enjoying a rare moment of outperformance recently.
Waiting for the parachute to open
Given Europe’s still daunting economic challenges ahead, long-haul “federal” fiscal support is crucial. Unfortunately, we are still waiting for the outcome of the Recovery and Resiliance Fund negotia ...
Macrocast Podcast #16 - Fiscal forward guidance needed
Fiscal forward guidance needed
The US handling of the covid pandemic continues to be our main focus.