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Cross Asset Investment Strategy - March 2017





2017.03 - Couverture Sommaire


Our convictions

This month's topic: French Presidential Election: taking stock of the situation and decrypting current issues

This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.

Summary tables

Risk Factors

Macroeconomic picture

Macroeconomic and financial forecasts


Equity markets

France or the United States: where does the real danger lie for equity markets?


Monetary policy

How will the Fed’s balance sheet return to normal?


Focus: The quantitative easing mechanism

Emerging markets

Emerging economies:don’t throw the baby out with the bathwater!


Is China shaping a new three-year global upturn cycle?


Corporate bonds

EUR corporate bonds: a cross-check on valuations


Focus: European businesses will progressively increase their debt again

Sectorial highligt

In-EV-itable Faster adoption of electric vehicles on the road ahead


Amundi Research

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Cross Asset Investment Strategy - March 2017
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