Newsroom
Didier Borowski
- Head of Global Views
Didier joined Amundi in 2010 as Head of Fixed Income and FX Strategy and was appointed Co-Head of the Strategy and Economic Research team in 2011, Head of Macroeconomic Research in 2017 and Head of Global Views in 2019. Before joining Amundi, Didier was Senior Economist and strategist at Société Générale Asset Management (2000-2009). Prior to that, Didier was an economist at the French Treasury (DGTPE). Didier holds a PhD in economics and was Associate Professor at the University of Paris Nord (2007-2011).
Experience
Linked Topics
United Kingdom, 8 January 2019
Investment Talks - Brexit muddle-through towards the approaching the parliamentary vote
Developments and scenarios ahead: The Brexit-related newsflow since the UK/EU agreement on 25 November 2018 has been quite intense. In our view, it has slightly increased the probabilit [...]
United Kingdom, 31 December 2018
Investment Talks - Central banks in focus: assessing the path ahead for the Fed US
US economy: We expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2% in 2020 as the boost provided by fiscal expansio [...]
United Kingdom, 3 December 2018
Investment Talks - From G20: short-term relief, but it is not the final word on trade disputes
The latest G20 demonstrates some temporary progress in the US/China relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranc [...]
United Kingdom, 27 November 2018
Investment Talks - Brexit: Where do we stand and what should investors expect?
Where we stand and possible scenarios ahead: After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliamentary vote on Brexit Withdrawal Agr [...]
16 October 2018
Investment Talks - Bavarian elections: European political landscape continues to evolve
The outcome: The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the SPD. An increase in political fragme [...]
United Kingdom, 16 August 2018
Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained
United Kingdom, 13 July 2018
ECB: dovish tone and calm markets - but flexibility needed with volatility ahead
ECB tone: The overall stance is still broadly accommodative and aims to confirm the consensus view. It is reasonable to expect a gradual tapering of the Asset Purchase Programme (APP) i [...]
United Kingdom, 4 July 2018
Investment Talks - Protectionism intensifies: country and sector selection to mitigate its effects
KEY INSIGHTS: Our view: As a base case, we expect limited tariffs will be implemented on different fronts with relatively controlled macro impacts while talks continue. Although talks [...]
United Kingdom, 26 June 2018
Research Paper - Global Investment Views - July 2018
A cloudy summer
Paris, France, 31 May 2018
How to play the oil price swings
Oil price: We confirm our target price for the next 12 months in the range of $60-70 per barrel. Geopolitical risks have pushed the price up above 70$ per barrel in the past weeks.Infla [...]
United Kingdom, 24 May 2018
Research Paper - Global Investment Views - June 2018
Go the extra mile, but check the exits
United Kingdom, 6 April 2018
Amundi Cross Asset - April 2018
Stay on course, despite looming noise While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fat [...]
About Amundi
Amundi, the leading European asset manager, ranking among the top 10 global players[1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets.
With its six international investment hubs[2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
Amundi clients benefit from the expertise and advice of 4,800 employees in more than 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages nearly €1.8 trillion of assets[3].
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Footnotes
