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Head of Strategy, Deputy Head of Research
Central banks’ “beautiful” normalisation of balance sheets and rates will drive the transition from a reflationary into a late financial cycle regime against a backdrop of consolidating growth (from both a macro and micro fundamental standpoint) and subdued inflation.
Monica DEFEND, Lorenzo PORTELLI
This document includes Amundi’s view on asset returns used to build reference portfolios for our institutional clients. The edition published in February covers major macro and financial foundations, while on a quarterly basis it will provide table updates.
Philippe ITHURBIDE, Monica DEFEND, Delphine GEORGES, Viviana GISIMUNDO, Jung Hun KIM MOON, Annalisa USARDI