Global Investment Views - August 2021
Must read articles
Thematic Paper
29.07.2021
ESG Thema #1 - Introduction to Net Zero
Since last year, there has been a tremendous acceleration of net zero commitments, showing that despite the Covid crisis, the climate change mitigation goals se...
More > 10 minutes
Global Investment Views
28.07.2021
Global Investment Views - August 2021
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and co...
More > 10 minutes
Letter
26.07.2021
Amundi Pension Funds Letter n°12
The coming of summer has also seen the return of extreme heatwaves, catastrophic flooding and devastating forest fires. The arrival of the COP26 could not be mo...
More > 10 minutes
ECB QE Monitor
9.07.2021
ECB QE Monitor - July 2021
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
Investment Talks
7.07.2021
European equities: look for the winners to play the reflation trade, v...
Today, all eyes are on Europe. While the strongest national European football teams are animating a great competition, which is also signalling a sort of return...
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
Cross Asset Investment Strategy - July 2021
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Monthly Cross Asset
2.07.2021
Euro fixed income: EGB supply/demand dynamics to improve in H2-21
EMU-10 EGB net issuance, net of ECB QE purchases, is likely to be negative in H2 this year for three main reasons: 1) front loading of sovereign debt supply in ...
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
China’s demographic headwinds
The latest Census results suggest China’s population is aging faster than expected, prompting Beijing to relax birth restriction and move to a threechild policy...
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
EM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish.
More 5 to 10 minutesAmundi on Twitter
3 hours 12 min
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1 day 16 hours
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1 day 20 hours
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
2 days 1 hour
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
2 days 20 hours
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
2 days 23 hours
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
4 days
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
1627622026
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1627486338
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1627473615
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
1627453807
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
1627387221
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
1627376423
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
1627284856
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
