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Cross Asset Investment Strategy - December 2016

 

CROSS ASSET INVESTMENT STRATEGY - DECEMBER 2016

 

Insights

Summary - Cross Asset December 2016

 

Asset allocation: Amundi's investment straegies

What Donald Trump’s election changes... and what it doesn’t

 

Focus: Jobs Act: towards a new referendum in Italy?
 

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

United States

 

Will Trump be the new Reagan?

 

5 key points to have in mind about the US public debt

 

Europe

 

Disintermediation: a strong trend in Europe

 
 

Focus: Low interest rates and high cost of bank capital: a factor promoting disintermediation

Private Debt

 

The many attractions of private debt markets

 

Monetary Policies

 

The ECB’s market presence will last for a long time

 

Focus: What is the impact of rising political risk on financial securities?

China

 

Chinese Yuan: from Crisis to Normalisation

 

 

Banks

 

Banks: European Commission’s CRR/CRD IV and BRRD amendment proposal

 

Sectorial Highlight

 

AWS... The hidden face of Amazon

 

 

Amundi Research

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Cross Asset Investment Strategy - December 2016
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