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Cross Asset Investment Strategy - June 2016

 

CROSS ASSET INVESTMENT STRATEGY - June 2016

 

Insights

2016-06-cross-asset-publication

 

Asset Allocation: Amundi’s investment strategies BREXIT / BREMAIN, Volatility / financial stability and bank securities, topics for review

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

Monetary policies

ECB: The big question now is what changes are in store for the QE

Eurozone

A bull in the China shop? Podemos could be well rock the coming Spanish election

United States

Will the US presidential elections interfere with FOMC decisions?

Japan

Fiscal policy: The Japanese Finance Ministry is torn

Credit

Corporate bond valuation: is there still some space left after the big rally?

Emerging countries

Emerging soverein debt: interpretation of recent trends

BRICS 

China: from "person with authority" on Chinese key policy debastes

Brazil: what now?

Sectorial highlight 

Tobacco: “I’ve got the (pricing) power”

Research Team

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Cross Asset Investment Strategy - June 2016
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