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Cross Asset Investment Strategy - April 2017

ASSET ALLOCATION

 

 

 

2017.04---Couv-Cross-Asset

 

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

EXECUTIVE SUMMARY

Monetary policy

A fundamental shift in the ECB’s communication

 

Focus: The normalisation approach chosen by the Federal Reserve

BRICS

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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