Análisis

Las tendencias macroeconómicas y los mercados financieros son la materia prima de nuestro negocio. Nuestro equipo de Análisis y Estrategia de Inversión (A+EI) 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.
 

Noticias

22/02/2012 - Greece: exploring end games

The last minute deal on Greece, reached in the early hours of Tuesday 21st February 2012, should buy enough time for the euro area to sail toward safer waters and continue to restore the...

16/02/2012 - Czech Republic: the bright spot in Central Europe

The Czech Republic (CZ) is a small, open economy exposed to swings in external demand, as its high degree of openness demonstrates.

13/02/2012 - The global macro outlook

The ‘bifurcation' framework remains valid. Yet, the probability of the worst case (‘€-geddon') has decreased since the end of 2011.  We see it at 15%, vs. 25% in December 2011.

09/02/2012 - The triumph of central banks

The world's financial markets are getting off to an optimistic start in 2012

03/02/2012 - Outlook 2012

Eric Chaney presents an overview of the Special 2012 outlook in which he explains why 2012 is a bifurcation year.

Archivos

Uno de los papeles claves de nuestra capacidad de investigación es convertir los hechos y cifras en análisis sólidos, de alta calidad, con los que pueden contar nuestros profesionales de la inversión un día sí y otro también.

Eric Chaney
Head of AXA IM Research
Chief Economist AXA Group

Special Outlook 2012 by Eric Chaney

<h3> Outlook 2012</h3> <p> Eric Chaney presents an overview of the Special 2012 outlook in which he explains why 2012 is a bifurcation year.The main case scenario: Italy eventually succeed in doing the reforms; the European Central Bank turns to quantitative easing to prevent deflation; markets take a more positive view on the euro crisis.</p> <a href="http://www.axa-im-webtv.com/corp/outlook-2012-video-965.html"><img alt="Outlook 2012" height="169" src="http://www.axa-im-webtv.com/corp/uploads/20120113-164754/attachedFiles/Media/thumbnail_url/0ee840eaa2ff6360b7d3b071fc48d5c6.JPG" width="300" /></a>