2023 Investment Outlook - Some light for investors after the...
Must read articles
Global Investment Views
27.10.2022
Global Investment Views - November 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
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Insights Paper
25.10.2022
How do institutions segment their investment universe?
In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any Investment Policy Statement (IPS) – and how to articulate their asset allocation across different horizons.
More > 10 minutes
Thematic Paper
13.10.2022
Artificial Intelligence and ESG: How do they fit?
To understand how useful AI is in improving ESG data
More > 10 minutes
Monthly Cross Asset
12.10.2022
Macroeconomic Picture - October 2022
Macroeconomic Picture by area and Macro and Market forecast.
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Monthly Cross Asset
12.10.2022
Market Scenarios and Risks - October 2022
We maintain the content and probabilities of our scenarios. Note that some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced-in by markets.
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Monthly Cross Asset
12.10.2022
Too early for a Fed pivot
The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.
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Monthly Cross Asset
12.10.2022
TLTRO in the context of ECB policy normalisation
TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.
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Monthly Cross Asset
12.10.2022
Relaxed financial markets look at Lula’s comeback
The first electoral round was won by former President Lula. However, the incumbent, Bolsonaro, performed better than expected.
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Monthly Cross Asset
12.10.2022
United States: a green industrial policy in the making
The US Congress’s August approval of the Inflation Reduction Act (IRA) came as a surprise to most observers. With the mid-term elections just months away and no majority in Congress, no one expected new legislation to be passed.
More 5 to 10 minutesAmundi on Twitter
1 hour 42 min
📜 [Instit.Invest.] US mid-term: Democrats outperformed expectations! Learn everything there is to know about the consequences of the elections and its ramifications via our expert's eyes. ⤵ https://t.co/OOf4OdHSS8 https://t.co/I0SvyDGLte
15 hours 41 min
📜 [Instit.Invest.] Our experts predict several market possibilities and risks. Thus according to them, threats are increasing and becoming more interconnected. Learn more about our experts' forecast in our #MarketScenarios and #Risks of November ⤵ https://t.co/SN1J1blRoH https://t.co/m7egVYlWBe
19 hours 25 min
🗞 #Interview | Interviewed last week by @sole24ore 24 Ore, Valérie Baudson, CEO, delivers her views about Amundi's strategy, the evolution of the asset management industry and on markets. Read it now ⤵ https://t.co/rOzqrOhHTq
1 day 15 hours
📜 [Instit.Invest.] As part of its fight against high inflation, the Fed has begun to reduce its balance sheet. Learn all about the Fed's decisions to reduce inflation and its implications for money-market funds through the eyes of our expert ⤵ https://t.co/djAJLK7vLa https://t.co/yQJpF9hMKz
2 days
🇩🇪 #Märkte | Die #Inflation in den #USA lässt deutlicher nach als erwartet. Analystenschätzungen lagen bei 7,9%. Der #US-Dollar verlor, die Anleiherenditen gerieten unter Druck, Aktien legten zu. Alle Details in unserer aktuellen Finanzmarktanalyse: ⤵ ➡https://t.co/NW2msXcNIk https://t.co/6Eg2jzzOQd
2 days 22 hours
📣 #Event | We are thrilled to be sponsoring the #PRIinPerson 2022, the leading global conference in #ResponsibleInvestment. Learn more about the event and register here: https://t.co/Te49594iy9 Join our team and @PRI_News from 30 November – 2 December in Barcelona. https://t.co/KU1JsYMRk8
3 days 1 hour
📜 [Instit.Invest.] The trajectory of the Covid-19 strategy will majorly impact on China's prospects for a cyclical recovery. Discover what the future holds for the Chinese economy through the analysis of our experts ⤵ https://t.co/p2GFA0QalZ https://t.co/C9M0FvzcJM
6 days 15 hours
🎥 [#MarketReview] The main themes in October were inflation, US labour markets and central bank policies. However, the expectations for future corporate earnings, as well as financial stability are of increasing importance. Comment by Monica Defend⬇ https://t.co/0q0uKtSnLA
6 days 18 hours
🇮🇹 #Intervista | 🗞 L’esito delle #elezioni di #midterm non influenza l’atteggiamento della #FED che, secondo Vincent Mortier, manterrà ancora a lungo la sua stretta. Scopri di più con @sole24ore ⤵️ https://t.co/JqmxCsiQo2
1 week
🏆 [#Award] Amundi is proud to have won the Emerging Markets Manager of the Year award during the 2022 Irish Pension Awards. Congratulations to all the teams for the work done! 👏 ➡ Discover all the winners: https://t.co/137efRm5dm https://t.co/dXatV4f00R
