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Cross Asset Investment Strategy - January 2017

 

CROSS ASSET INVESTMENT STRATEGY - JANUARY 2017

 

Insights

2017-01-summary

 

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

 

Mexico: where to from here?

 
 

Focus: Some facts

China

 

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

 

Eurozone

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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