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.
533 publicaciones disponibles
Macrocast Podcast #15 - US Policy-makers looking for a plan B
US Policy-makers looking for a plan B
The impact on US activity of states delaying reopening or re-imposing restrictions is starting to show in some real-time data
Macrocast Podcast #14 - Job protection and demand management
Job protection and demand management
With some US states rolling back on the relaxation in covid containment measures, the mechanical rebound in economic activity may be less spectacular than expected.
June investment strategy - The virus has not gone away
A genuine gap is emerging between the US and Europe on the pandemic front
Macrocast Podcast #13 - Credit Guarantee Feedback Loop
Credit Guarantee Feedback Loop
The gap between the US and Europe on the pandemic front is getting wider – the US responds to market wobbles by more stimulus announcements.
Macrocast Podcast #12 - Warning Shot
Bad news on the pandemic front triggered some measure of market turmoil last week. Contagion from equity to credit market was limited though. Central bank support shows.