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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.

The highlights of the day's discussion are now available from the Journey through the Symposium. 1779 KB PDF

Introduction: Is there something wrong with Europe?

Eric Chaney, Chief Economist, AXA Group & Head of Research, AXA IM

Download Eric Chaney's presentation 1068 KB PDF


 

Keynote speech: Europe's economic challenge(s)

Huw Pill, Chief European Economist, Goldman Sachs


 

Roundtable

Huw Pill, Chief European Economist, Goldman Sachs; Stephen Li Jen, SLI Macro Partners; and Eric Chaney, Chief Economist, AXA Group & Head of Research, AXA IM

Download Steven Li Jen's presentation from the Roundtable 337 KB PDF
 


 

Keynote address: The Future of Europe

Philip Hildebrand, Vice Chairman, Blackrock

Download Philip's presentation 1984 KB PDF


 

Workshops

Future of retirement Download 990 KB PDF

Searching for yield Download 489 KB PDF

Innovation and productivity in European companies Download 691 KB PDF


 


 

Keynote speaker

Alastair Campbell's views on UK elections and Europe

Alastair Campbell, Communicator, Writer and Strategist

 

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