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81 result(s) found for : « Thematic research »
When the horse drinks too much: Introduction
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Eric Chaney
AXA Group Chief Economist, Head of Research AXA IM
15/5/2014   |   25 min. 14 sec.

Eric Chaney describes how central bank unconventional policies raise 3 important long terms risks.

2014 Symposium - When the horse drinks too much: Introduction
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Eric Chaney
AXA Group Chief Economist, Head of Research AXA IM
14/5/2014   |   2 min. 38 sec.

Quick take on "When the horse drinks too much: Introduction". All the information about the 2014 AXA IM Symposium.

Is it too late for German prime offices?
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Annette Nober
Research Analyst for Germany, AXA Real Estate
07/5/2014   |   3 min. 41 sec.

Annette Nober, Research Analyst at AXA Real Estate, presents an outlook on the German office markets. Key messages: - Weight of capital argument will continue to influence German office markets and drive office yields down further.  We believe that prime office yields are...

Le ciel s’éclaircit pour les actifs risqués
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Mathieu L'Hoir
Stratégiste, AXA IM
Maxime Alimi
Economiste, AXA IM
09/4/2014   |   2 min. 51 sec.

Le moment est venu de revoir notre recommandation d’allocation de court terme et d’ajouter du risque en passant surpondérés sur les actions et sous-pondérés sur les obligations. Le retour des flux de capitaux dans les émergents, la baisse du risque politique et...

Moving up the risk ladder
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Mathieu L'Hoir
Strategist
Maxime Alimi
Economist
08/4/2014   |   2 min. 56 sec.

The time is right to review our short-term allocation recommendation and add more risk by turning positive on equities and negative on bonds. In emerging economies, improving portfolio flows, subsiding political risk, and a Chinese fiscal stimulus, combined with an improving...