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London, UK, 24 November 2022
2023 Global Investment Outlook : A glimmer of light after the storm ?
Risks will continue to abound, ranging from geopolitical tensions to high inflation
London, UK, 1 December 2020
Covid-19 has made anti-fragility the single most important concern for Europe’s pension industry
London, UK, 13 November 2020
Opportunities from great rotations: cyclical and value stocks, EM assets to outperform in 2021
London, UK, 19 December 2019
Investment Talks - 2020 outlook for the US 10-year Treasury bond
London, UK, 28 November 2019
2020 Investment Outlook : Stay agile amid diverging scenarios
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
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 t
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 chang
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
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
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
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.
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 lo
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
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%
United Kingdom, 17 December 2018
Amundi Cross Asset - Investment Strategy - December 2018
Strategies for tough markets This year has proven to be challenging for portfolio construction, as we
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 rel
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 parliam
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
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
United Kingdom, 16 August 2018
Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained
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.In
United Kingdom, 26 March 2018
Ten key questions on recent US protectionist measures
On March 22, President Trump announced a new round of tariffs on around $50bln of Chinese imports (leaving Europe off for now) and China unveiled tariffs on $3bln of US imports. This