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2014 Outlook audio conference by Eric and Franz
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Eric Chaney
Head of Research AXA IM, and Chief Economist AXA Groupe
Franz Wenzel
Chief Strategist, AXA IM
20/12/2013

Audiconference from Eric Chaney and Franz Wenzel reviewing 2013 and their expectation for 2014.

2014 Outlook
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Eric Chaney
Head of Research AXA IM, and Chief Economist AXA Group
Franz Wenzel
Chief Strategist, AXA IM
13/12/2013   |   4 min. 18 sec.

The global economy will accelerate in 2014, the upside coming from the United States, Europe piggybacking on global trade and downside protection provided by China. Against this backdrop we suggest a pro-risk stance with an overweight in equities and underweight sovereign...

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...