Pubblicazioni
I nostri team di Ricerca svolgono ricerche approfondite che vengono poi condivise all'interno della società. Tra queste, annoveriamo i nostri market commentaries e gli outlook globali di Eric Chaney, sulle tendenze e le previsioni macroeconomiche. Pubblichiamo anche delle riviste, come il nostro "Investment Acumen" (cadenza semstrale) e degli opuscoli multi-expert, che trattano l'ambiente regolamentare e il suo impatto sugli investitori di domani.
Notizie
21/05/2012 - The global macro outlook
The drift of Greece toward default and euro exit, together with political uncertainties in France and Spain, have brought back the threat of a systemic crisis rooted in Europe, with a...
Eric Chaney's Blue Book 05/2012 1300 KB PDF
21/05/2012 - Investment Acumen White paper
Investing in Credit: Smart Beta or Dumb Beta? by Tim Gardener Global Head of Consultant Relations, AXA Investment Managers
Download Investment Acumen White paper 153 KB PDF
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
L'ultimo numero
Estate 2011: " Un insieme è molto di
più della somma delle sue parti "
L'ultimo numero del Blue Book
Visualizza l'ultimo numero del Blue Book
di Eric Chaney 05/2012 1300 KB