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75 result(s) found for : « Thematic research »
Market Outlook
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Eric Chaney
Chief Economist, AXA Group, Head of Research, AXA IM
31/10/2013   |   2 min. 32 sec.

A market outlook by Eric Chaney : 1. Do you think the Fed will start tapering soon and what will be the impact on the markets? 2. Is the euro crisis really over? Aren’t banks at risk? 3. Do you still see emerging markets as a convincing alternative to developed markets, for...

ESG Outlook - 3rd Quarter 2013
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Pierre STIENNON
Senior RI Analyst, AXA IM
24/10/2013

“Shale gas, energy mix& global competitiveness – How does a responsible investor select equities?” Listen to a brief overview on our thoughts on the energy market as Pierre Stiennon of our Responsible Investment team gives us an update on this market segment. The...

Macro Economic Outlook with Eric Chaney : QE - The Beginning of the End
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Eric Chaney
Chief economist AXA Group and Head of Research AXA IM
19/9/2013

On the heels of the Federal Open Market Committee (FOMC) meeting where the Fed may announce the beginning of operation ‘tapering’, Eric will share his views on US monetary policy, the US economy, the global recovery and what it implies for financial assets. Find out more...

Stratégie d'investissement : La croissance reprend le dessus
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Franz Wenzel
Chef de la Stratégie, AXA IM
12/9/2013   |   3 min. 18 sec.

Par Franz Wenzel, Chef de la Stratégie et l'équipe Recherche & Strategie d'Investissement, AXA Investment Managers Points clés : -Allocation : des taux plus élevés sont pour nous un signe positif. Nous maintenons nos recommandations de surpondération des actions, avec...

Investment Strategy: Global healing resumes
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Franz Wenzel
Chief Strategist, AXA IM
12/9/2013   |   2 min. 44 sec.

By Franz Wenzel, Chief Strategist and the Research & Investment Strategy team, AXA Investment Managers Key points -Asset allocation: we see higher yields as a positive; we thus confirm our pro-risk recommendation with an overweight in global equities. Within equities, we...