Research & Investment Strategie
Das Strategieteam von AXA Investment Managers (AXA IM) erstellt eine Vielzahl länder- und sektorspezifischer Analysen. Außerdem untersucht es regelmäßig die Entwicklung der Finanzmärkte.
Aktuelle Monatskommentare anzeigen: Investment Strategie (Deutsch) 04/2012 406 KB PDF
Aktuelle Monatskommentare anzeigen: Investment Strategie (Englisch) 05/2012 482 KB PDF
Aktuelle Wochenkommentare anzeigen: Investment Essentials (Englisch) 04/2012 113 KB PDF
Aktuelle Wochenkommentare anzeigen: Investment Spotlight (Englisch) 05/2012 261 KB PDF
News
16/05/2012 - Systemic risk again takes centre stage
Over the past month, risky assets nosedived on the back of more disappointing high frequency macro-economic data and, even more importantly, the unpleasant reminder of how important...
Investment Strategy by E. Chaney & F. Wenzel 05/2012 459 KB PDF
10/05/2012 - Taking stock of a new political landscape in Europe
The new French President and the cabinet that will emerge from the June general elections (second round on June 17th) will face both short- and long-term challenges.
Investment Spotlight by Eric Chaney and Manolis Davradakis 05/2012 261 KB PDF
03/05/2012 - China: inside the mechanics of soft landing
As expected, China reported "weak" GDP growth in the first quarter, of "just" 8.1%yoy.
Investment Spotlight by Hervé Liévore 05/2012 132 KB PDF
26/04/2012 - Spain: the austerity gamble
After Greece got temporarily cauterized and the Italian government got "technocratised", Spain is the arena in which the latest chapter of the European crisis is being playing out.
...Investment Spotlight by Raphaël Gallardo 04/2012 236 KB PDF
19/04/2012 - Higher US Treasury yields: neither fast nor furious
Fixed income fund managers will most likely remember September 22, 2011 as the day 10-year Treasury yields hit a low of 1.72% when the Fed officially announced the beginning of Operation...
Investment Spotlight by Ombretta Signori 04/2012 160 KB PDF
