the articles & research center news
Marie BRIERE, Ariane SZAFARZ
Non-consensus, high conviction, and good macro judgments are becoming scarce but have huge value. The judgment of China is turning out to be a fundamental key macro callgoing forward. There is a considerable need for long-term judgments on climate change and demographic shifts when investing in China.
Amundi Hong Kong Chief Economist
In recent months, the euro and dollar credit markets have been characterised by renewed volatility and significant spread widening. How should we be positioned against this market backdrop? In this article, we analyse the fundamentals of non-financial euro and dollar issuers.
The objective of this Discussion Paper is to identify the current 10 to 20-year period so we can gain the most from the features of the various types of investments, whereas the interpretation of short cycles aims to refine this analysis to optimally seize available opportunities.
Despite the economic recovery underway in the United States since 2009, non-residential investment is in a slump. This is really quite surprising after nearly a decade of extremely accommodative monetary policy, reflected in very favourable financing conditions offered to US businesses.
Valentine AINOUZ, Bastien DRUT