Scopri la view sui mercati attraverso l'analisi di Alessandro Tentori, Chris Iggo e il team di Ricerca e Strategia di AXA Investment Managers.
Sentiment in markets has been positively impacted by signs of increased activity where lock-downs are starting to be lifted. This could continue as more restrictions are eased and consumers emerge fr ...
Macrocast Podcast #9 - Hamilton has not sung yet
Every Monday, Gilles Moec, AXA Group Chief Economist and AXA IM Head of Research, shares his views on how international events are impacting financial markets.
Multi-Asset Investments Views - June 2020 - The speed and shape of the recovery
As many parts of the world slowly deconfine and gingerly reopen parts of their economy investors are focused on the pace and nature of the recovery.
Conference call con AXA IM - 26 maggio 2020
In questa conference call Alessandro Tentori, CIO di AXA IM Italia analizza le ultime stime dell’impatto di questa pandemia sui mercati e su possibili soluzioni di politica economica.
Hamilton has not sung yet
While the market is understandably more sensitive to the newsflow around a potential vaccine than to economic data, we still focus on the “background noise” which is likely to accompany the mechanica ...
Un po’ per ciascuno
Il futuro è sempre imprevedibile ma in un periodo così anomalo diventa ancora più difficile fare previsioni.