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Cross Asset Investment Strategy - September 2016

 

CROSS ASSET INVESTMENT STRATEGY - September 2016

 

Insights
2016-09-Sommaire

Asset Allocation: Amundi’s investment strategies

ECB, Fed, Trump, Renzi, Rajoy, and Brexit. Which are the game changers… if any?

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

Monetary policies

How the ECB’s and BoJ’s QEs are remodelling the fixed-income markets

Eurozone

Southern Europe: the improvement in current accounts is here to last

Key elements of the Italian referendum 

United States

United States: is this the end of the cycle? 

Emerging markets

Emerging economies: where do we stand?

Credit

CSPP: the real game changer for EUR corporate bonds

Sectorial highlight

Car technology – From assisted driving to driverless vehicles

Research Team

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Cross Asset Investment Strategy - September 2016
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