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Cross Asset Investment Strategy - January 2017







Asset allocation: Amundi's investment straegies

Macroeconomic and financial trends, investment themes for 2017: state of affairs                          


Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts

Trump’s administration:

what next?


The United States: on its way towards historic (and potentially disruptive) reform of corporate taxation


Focus: American corporate tax is substantially higher than in the rest of the world


Turbulences ahead for the Fed with the new administration


Focus: The FOMC composition in 2017


Donald Trump: a new factor of uncertainty for emerging market economies



Mexico: where to from here?


Focus: Some facts



China: what are the top 10 questions in investors’ minds for 2017?



The restructuring of the Italian banking system is accelerating with more capital needed


Focus: Banca Monte dei Paschi di Siena

Residential real estate will continue to contribute positively to economic growth in the four largest economies of the Eurozone in 2017-18

Corporate bonds


Financials offer attractive valuations among EUR IG corporate bonds



Equity markets


Flows by asset class: the two faces of 2016


Amundi Research

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Cross Asset Investment Strategy - January 2017
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