Newsroom

London, UK, 19 December 2019

Investment Talks - 2020 outlook for the US 10-year Treasury bond

London, UK, 5 November 2019

China's growth tremors: risks, opportunities and the road ahead

London, UK, 11 October 2019

Trump impeachment is likely, but impact on financial markets would be short-lived

UK, 18 September 2019

Amundi Cross Asset Investment Strategy - September 2019

Trade war escalation and impact on world trade and economic growth Alessia Berardi, Deputy Head of Macroeconomic Research Trade tensions re-escalated during the summer. Starting on 1 [...]

UK, 18 September 2019

Amundi Global Investment Views - September 2019

Back to school. Back to normal? Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on [...]

London, UK, 5 March 2019

Cross Asset - March 2019 - Investment Strategy

Licence for value hunting If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on str [...]

United Kingdom, 7 February 2019

Investment Talks - China more appealing based on progress in trade negotiations

Chinese New Year brings some hopes on the trade front, as some details are emerging on progress with the negotiations. We expect some sort of conditional deal to be reached; however, un [...]

United Kingdom, 4 February 2019

Cross Asset - February 2019 - Investment Strategy

After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increas [...]

United Kingdom, 17 January 2019

Investment Talks - Brexit deal voted down: what happens now?

Developments and scenarios ahead: The Brexit deal’s defeat in Parliament was expected, but the size of the loss was not – the result of 432 votes against versus 202 for was quite a [...]

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, 7 January 2019

Global Investment Views - January 2019

Focus on fundamentals to ride turbulent markets Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas:   From economic deceleration to [...]

United Kingdom, 31 December 2018

Investment Talks - The investment perspective on December Fed’s Dovish Rate Hike

In what was one of the more highly anticipated Federal Reserve decisions of the past few years, the Federal Open Market Committee (FOMC) in December voted unanimously to raise rates by [...]

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 [...]

London, Royaume-Uni, 13 December 2018

Investment Talks - Why investors should care about French "yellow vests" protest

 The Gilets Jaunes (Yellow Vests) are a largely spontaneous protest movement that emerged in France, in October. With no declared political affiliation, they called for lower taxes [...]

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 [...]

United Kingdom, 9 November 2018

Investment Talks - US Midterm election: A divided Congress opens two possible scenarios

Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate. Possible scenarios ahead: We believe there are two p [...]

United Kingdom, 12 October 2018

Investment Talks - Late cycle features at play: more pain, but not the end of the game

Market sell-off: a late cycle feature where uncertainty due to tariffs, rates and oil prices are sending some red signals. Autumn comes with a change of mood in the market triggered by [...]

Londres, Royaume-Uni, 11 October 2018

Amundi Cross Asset Investment Strategy - October 2018

US midterm election : potential economic agenda and market implications

United Kingdom, 2 October 2018

Investment Talks - Italian budget proposal under scrutiny

The key points of the budget law. The Italian Government negatively surprised the markets by announcing a substantially increased budget deficit target for 2019-2021 to 2.4% in a move t [...]

United Kingdom, 26 September 2018

Global Investment Views - October 2018

Price dislocations lead to a rise in contrarian views

Londres, Royaume-Uni, 13 September 2018

Amundi Cross Asset Investment Strategy - September 2018

10 years from Lehman: reality check

United Kingdom, 16 August 2018

Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained

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 [...]

Italy, 29 May 2018

Italy towards new elections

Political uncertainty: On May 27th, the designated Prime Minister Giuseppe Conte gave up his mandate to form a Government. The Italian President acted promptly and gave Prof Carlo Cott [...]

United Kingdom, 24 May 2018

Research Paper - Global Investment Views - June 2018

Go the extra mile, but check the exits

United Kingdom, 24 May 2018

Italian political transition following nuclear paths. Wise to wait and see.

KEY INSIGHTS: 

United Kingdom, 15 May 2018

Italy on watch list

Political uncertainty in Italy remains high. The probability of a Government formed between the 5Star Movement (M5S) and the League (the most voted party in the centre right coalition) [...]

United Kingdom, 3 May 2018

Russia: the fundamental story is intact, sanctions pose downside risks

KEY INSIGHTS: The macro outlook: The outlook for the Russian economy is positive, supported by expansive monetary policy, robust global trade and increasing oil price, even though the [...]

United Kingdom, 30 April 2018

Charting an investment path through the fog

While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing. In an environment [...]

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 [...]