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Cross Asset Investment Strategy - April 2017







Our convictions


This month’s topic: Trump, Brexit, European elections… not all is going according to plan… Review, scenarios, and strategies

The Trump effect, the Brexit effect, and the impact of European elections... What if everyone – or nearly – were wrong? The purpose of this article is to revisit the optimism on Trump and Brexit, and the pessimism on European elections. The impact on asset allocations could be much more significant than it is thought to be.


Summary tables

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts


Monetary policy

A fundamental shift in the ECB’s communication


Focus: The normalisation approach chosen by the Federal Reserve


Brazil: an exit to the crisis?


How should China respond to Trump policies?

Equity markets

CAC 40: highest corporate earnings since 2010 with more surprises in store!


Focus: French equities and political regimes

Corporate bonds

US corporate valuations and the link with bond yields


Amundi Research

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Cross Asset Investment Strategy - April 2017
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