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.

485 publicaciones disponibles

Macrocast

20 de enero de 2020

The delicate art of ghostbusting

The ghosts in the machine: zombie firms, unable to cover their debt servicing costs with their current earnings, can significantly deplete potential growth.

Research & Investment Strategy

16 de enero de 2020

Bank of England signals January rate cut

• Five members of the Bank of England’s Monetary Policy Committee have expressed dovish caution recently, suggesting a near-term easing would be appropriate if economic conditions weaken.

Research & Investment Strategy

15 de enero de 2020

US-China: A silver lining in a strained relationship

A sudden rise in tensions has cast a dark shadow over Sino-US relations. While the trade war has been the most eye-catching instance, increased “decoupling” has also occurred in areas of technology, ...

Macrocast

13 de enero de 2020

Previewing the Strategy Review

The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...

Macrocast

6 de enero de 2020

New year, old issues

US elections: middle-class hunting is conducive to fiscal adventures.

Research & Investment Strategy

17 de diciembre de 2019

December Investment Strategy - It is getting (a bit) clearer

Good news on two major headwinds which defined 2019: trade war, and Brexit.

Macrocast

16 de diciembre de 2019

The year is ending better than it started

Boris Johnson’s ample victory gives him ample leeway to move away from his campaign rhetoric and secure a decent Free Trade Agreement with the EU.

Research & Investment Strategy

13 de diciembre de 2019

Johnson wins UK General Election - Brexit and the cost of election promises

The UK outlook under a renewed Tory government

Macrocast

9 de diciembre de 2019

Avoiding the worst, not expecting the best

ECB: communication realignment is failing for now. The public debate is pre-empting the “strategy review” as Lagarde is readying for her first post-Council press conference.