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Amundi Strategy Insight - November 2018

MACROECONOMIC CONTEXT

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DEFEND Monica , Head of Strategy, Deputy Head of Research

29.11.2017 - Monthly Cross Asset

Multi-Asset Portfolios - Top Down Views from Amundi 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

27.11.2018 - Thematic Paper

Global Asset Class Spotlights - Top Down Quarterly Assessment

Setting the scene and Assessment

Amundi Research & Investment Insights Unit , Valentine AINOUZ, Sergio BERTONCINI, Federico CESARINI, Monica DEFEND, Debora DELBÓ, Eric MIJOT, Lorenzo PORTELLI, Ibra WANE

06.07.2018 - Monthly Cross Asset

Cross Asset Investment Strategy - July 2018

Cross Asset Investment Strategy - Find the latest edition of our Research team's monthly publication

Amundi Research

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