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Cross Asset Investment Strategy - November 2016 - Special Issue

 

CROSS ASSET INVESTMENT STRATEGY - NOVEMBER 2016

SPECIAL ISSUE

 

 

Insights

2016-11-Cross asset - Couverture

 

Key topics, scenarios and asset allocation

Elections in Europe, Brexit, financial stability in China and the direction of budgetary and fiscal policy… four key factors in the years to come?

 
 

Focus: The impact of the negative interest rates on European banks

 

Macroeconomic and financial scenarios at a glance

Themes and asset allocation

Central scenario and alternative scenarios: Amundi's forecasts

Central scenario and alternative scenarios: Amundi's expected returns

Risk Factors

>>> Europe: a burdensome political uncertainty

Macroeconomic scenario

 

2017: a lynchpin year dominated by global reflation (United States, China) and political uncertainty

 

Focus: Why is world trade slowing?

>>> Coordinated fiscal stimulus: the upcoming change in policy-mix?

>>> President TRUMP – Three scenarios for the US economy

 

Focus:

> Eurozone: outlooks for the components of GDP

> Japan: expected behaviour of each GDP component

> China: expected behaviour of each GDP component in 2017

> India: the key issues in 2017

>>> Oil market: what is the scenario for 2017-2020 ?

Monetary policies

 

2017: A transition year for the central banks?

>>> QE and negative interest rates: Monetary policies have reached their limits

 
 

Focus: Why are investors so sceptical on the outlook for European banks?

Bond markets

 

The US elections reshuffle the cards for the fixed-income markets

 

Forex markets

 

Political factors will continue to play the leading role

 

>>> The renminbi – the challenges of a future international currency

Corporate bond markets

 

Growth versus technical factors!

 

Focus: What are the major trends observed on credit indexes?

 

Emerging debt

 

More left in the turnaround story

 

Equity markets

 

How long can we stay in extra time?

 

>>> Our maps on international equities

 

Which are the sectors for tomorrow?

 

Amundi Research

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Cross Asset Investment Strategy - November 2016 - Special Issue
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