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.
485 publicaciones disponibles
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.
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.
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, ...
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 ...
6 de enero de 2020
New year, old issues
US elections: middle-class hunting is conducive to fiscal adventures.
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.
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.
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
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.