Asset Class Return Forecasts - Q2 2022
Must read articles
Insights Paper
5.05.2022
Setting your investment objectives: institutional asset allocation practice
Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
More > 10 minutes
Monthly Cross Asset
4.05.2022
Cross Asset Investment Strategy - May 2022
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Insights Paper
3.05.2022
Global real estate markets: rich valuations, but not a source of systemic risk
Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
More > 10 minutes
Global Investment Views
28.04.2022
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutes
Investment Talks
27.04.2022
Adding to the debate: “Is the Fed behind the curve"?
Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
More 5 to 10 minutes
Investment Talks
27.04.2022
War and Net Zero offer opportunities across the commodity universe
Understanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
More > 10 minutes
Investment Talks
26.04.2022
Macron's re-election is positive for French assets
Understanding the outcome, policy and investment implications of the second-round of French presidential elections.
More 5 to 10 minutes
Thematic Paper
26.04.2022
ESG Thema #9 - Engaging on Human rights: Identifying risks and promoting best practices
This paper is the first of our ESG Thema series on social issues.
More > 10 minutes
Insights Paper
21.04.2022
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.
More 5 to 10 minutesAmundi on Twitter
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🇮🇹 #Intervista | Ai microfoni di Asset & the City di Bluerating, Marco Pirondini conversa con Angela Antetomaso di prospettive del mercato azionario globale, viste dall'osservatorio di Amundi US. Guarda la puntata ⤵️.#value #volatilità #energia #inflazione https://t.co/4VBWlnYL1o
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📢#AmundiWIF22 | How can markets and policy conciliate energy access issues and the net-zero goal? 🗓Join us on June 10 to hear from @AmbMaryWarlick, Deputy Executive Director of the International Energy Agency (@IEA). ➡https://t.co/Ytq5jJey2t https://t.co/U4v5MFGb0w
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🚀#IntegratedReport | Amundi just published its first integrated report! To understand how financial and extra-financial objectives are integrated in its business model and long-term strategy, discover it now ➡ https://t.co/ditj22l3sS https://t.co/Fc15FFpHqg
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🇩🇪 #Märkte | Die letzte Börsenwoche im Überblick – für Sie kompakt aufbereitet in unserer Finanzmarktanalyse. Fokusthema: Die südasiatischen Zentralbanken schließen sich dem restriktiveren Kurs der #Fed an. Jetzt lesen: ⤵ ➡https://t.co/Dau81urEvQ https://t.co/VMAfoEJAPp
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📢#AmundiWIF22 | Amid the Ukraine Crisis, US-EU-China economic relations remain uncertain. What will be the consequences of war and inflation on the global economic policies? 🗓 Hear from @ojblanchard1 on June 9 and 10 ➡ https://t.co/Ytq5jJey2t https://t.co/xaCLqwk1bE
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🇩🇪 #Marktkommentar | Der Ukraine-Krieg, neue Lockdowns in China und die Aussicht auf #Zinserhöhungen belasten die Stimmung an den #Finanzmärkten. Monica Defend ordnet die globalen Marktentwicklungen für Anlegerinnen und Anleger ein. ⤵ ➡ https://t.co/eWsMyvoAum
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🇮🇹#SdR22 | Soluzioni attive e passive sono sempre più complementari e indispensabili per la costruzione di un portafoglio bilanciato. È questo in sintesi il messaggio della conferenza organizzata #AmundiETF con #FinecoAM al @salonerisparmio. Scopri di più: https://t.co/t4PGxk0HHK
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💻#IntegratedReport | D-2! On May 18, Amundi will publish its first Integrated Report. Do you want to better understand... the ecosystem in which Amundi operates? How it creates value for all its stakeholders? Stay tuned and don't miss its publication in less than 48 hours! https://t.co/vw10u5EVXE
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🎙 #Podcast | Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. ⤵ https://t.co/B5N4PVjCVW
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📜 [Instit.Invest.] Have recent indicators overstated GDP growth and how much should we discount on the downside? How long will the zero-Covid policy last? Discover all the answers on the Chinese situation in our latest #InvestmentConvictions ⤵ https://t.co/lS7syuGxox
