The late cycle phase and mature market trends can be further extended through expected dovish central bank policies, but require improving fundamentals and positive political events to deliver sustainable uptrends in risk assets.
BLANQUE Pascal - Group Chief Investment Officer
Global Investment Views - July 2019
CIO views: High conviction ideas from Amundi Global Investment Committee.
Arm-wrestling within the Italian government and between Italy and Brussels to find a solution to the Italian budget and avoid the Excessive Deficit Procedure. After Italy’s exit from a technical recession in H2 2018, economic data are still point...
G20: market relief, eyes now on Central Bank's execution
The worst case scenario of further trade escalation has been averted. The G20 meeting over the weekend resumed the negotiations between China and US on trade, after the tariffs increase in May on $200bn of Chinese products, and the consequent Chi...