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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
Eric Chaney
Head of AXA IM Research
Chief Economist AXA Group
L'ultimo numero
Estate 2011: " Un insieme è molto di
più della somma delle sue parti "