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Ricerca e Strategia d'Investimento

Il team dedicato alla strategia d'investimento di AXA Investment Managers (AXA IM) realizza una serie di ricerche macroeconomiche per paese e per settore, nonché analisi sugli sviluppi dell'ultima ora.
 

Notizie

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.

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.

26/01/2012 - Emerging Markets Equities: Overweight amid ample liquidity

At the beginning of 2012, investor sentiment towards emerging markets equities remains at best mixed. 

Archivio

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>