Newsroom
Didier Borowski
- Head of Macro Policy Research
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 and a member of the Amundi Institute since 2022.
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
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 5,400 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages nearly €1.9 trillion of assets[3].
Amundi, a trusted partner, working every day in the interest of its clients and society
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