Cross Asset Investment Strategy - December 2017 Special edition: Outlook 2018

Group CIO’s Editorial

• 2018: Risk rotation, before reduction

Economic Backdrop and Investment Scenarios: 2018 and Beyond

• Resilient growth... but debatable market valuation

Multi-Asset Portfolios

• Top down views from Amundi Research
• CIOs’ investment strategies: Q&A

Fixed Income and FX Portfolios

• Top down views from Amundi Research
• CIOs’ investment strategies: Q&A

Equity Portfolios

• Top down views from Amundi Research
• CIOs’ investment strategies: Q&A

Factor Investing Portfolios

• Top down views from Amundi Research
• CIOs’ investment strategies: Q&A

Real Assets Portfolios

• Top down views from Amundi Research
• CIOs’ investment strategies: Q&A

Forecasts and Expected Returns

• Long-term trends: growth vs stagnation, megatrends, geopolitics and public debts... the main structural themes
• Expected Returns – short term and long term perspectives

Macroeconomic and Financial Forecasts

• Tables