Cross Asset Investment Strategy - May 2021
Must read articles
Insights Paper
7.05.2021
SPACs: Beyond exuberance, back to reality
SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
More > 10 minutes
Asset Class Views
7.05.2021
Asset Class Return Forecasts - Q2 - 2021
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
More < 5 minutes
ECB QE Monitor
6.05.2021
ECB QE Monitor - May 2021
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
Monthly Cross Asset
5.05.2021
2021 Recovery to continue and beat potential
Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...
More 5 to 10 minutes
Monthly Cross Asset
5.05.2021
Geopolitics of the vaccine
Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outsid...
More 5 to 10 minutes
Monthly Cross Asset
5.05.2021
A deep dive into ECB stimulus and its support for Euro fixed-income ma...
March saw ECB increasing its PEPP purchases and injecting higher than expected liquidity through a successful TLTRO tender. In this piece, our analysis dives in...
More 5 to 10 minutes
Monthly Cross Asset
4.05.2021
The end of the Great Moderation and the return of volatility
Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history...
More 5 to 10 minutes
Monthly Cross Asset
4.05.2021
Market Scenarios and Risks - May 2021
We note progress on the vaccine front despite logistics and side effects issues.
More 5 to 10 minutes
Monthly Cross Asset
4.05.2021
Macroeconomic Picture - May 2021
Macroeconomic picture by area and Macro and Market forecast.
More < 5 minutesAmundi on Twitter
1 hour 59 min
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
5 hours
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
7 hours 31 min
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
8 hours 31 min
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
10 hours
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1 day 8 hours
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
2 days 2 hours
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
3 days 9 hours
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
4 days 4 hours
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1 week
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
1620399691
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
1620388831
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
1620379804
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
1620376204
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
1620370846
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1620291608
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
1620226859
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
1620115220
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
1620044216
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1619795517
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
