AXA IM Symposium 2015 - 5th & 6th May
The Future of Europe
While the US is gently recovering and China gently slowing, all eyes are turning to Europe, the slowest ship in the global recovery race. The ‘whatever it takes‘ position taken by the ECB may help in the short term, not in the longer run.
The euro area still has serious existential issues: will it turn more federalist, with low debt countries accepting to share the debt burden of others?
Will it remain faithful to the Maastricht Treaty and let debt restructuring occur?
All through Europe, the political reality is the rise of euroscepticism in public opinions and its political expression. Gauged by global investors, these political uncertainties carry a significant and varying risk premium on financial assets.
Download the white paper, "Retirement planning: Bespoke retirement solutions are ‘the new black'", a research paper by Milliman which formed the basis of AXA Wealth's view on the needs of investors in retirement 921 KB PDF
2014 Conference: Exploring the Post QE World
2013 Conference: Adapting to a Japanese World
2011 Conference: Post-crisis globalisation
2012 Conference: Financial re-regulation
2010 Conference: Reflating via public debt & liquidity