Thematic papers / Publications / Research Center

14.01.2020 - Thematic Paper

U.S. inflation… what’s up?

From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat.

Annalisa USARDI

CFA, Senior Economist

Thematic paper - Quarterly Asset Class Return Forecasts

08.11.2019 - Thematic Paper

Asset Class Return Forecasts - Q4 - 2019

Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks.

Viviana GISIMUNDO, Jung Hun KIM MOON

18.10.2019 - Thematic Paper

Italy: few ambitions from the new budget framework

On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 2022 and changes to the underlying economic assumptions.

Annalisa USARDI

CFA, Senior Economist

26.09.2019 - Thematic Paper

French pension reform (an update)

In the previous paper “The French pension reform; a Trojan horse for a better control of the state budget”, the many difficulties that the reform had to overcome were listed. At the present time of the publication of Jean-Paul Delevoye’s report, these one haven’t faded away. The constraint of seeking a new financial equilibrium has even been added, while transport strikes or demonstrations of other professions seem to be only beginning.

Valérie LETORT

Fixed Income Strategy

06.08.2019 - Thematic Paper

Asset Class Return Forecasts - Q3 - 2019

Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks.

Delphine GEORGES, Viviana GISIMUNDO, Jung Hun KIM MOON

05.08.2019 - Thematic Paper

Global Asset Class Spotlights - Top Down Quarterly Assessment

This document includes Amundi’s view on asset returns used to build reference portfolios for our institutional clients.

Valentine AINOUZ, Sergio BERTONCINI, Federico CESARINI, Monica DEFEND, Debora DELBÓ, Silvia DI SILVIO, Delphine GEORGES, Eric MIJOT, Lorenzo PORTELLI, Ibra WANE

25.07.2019 - Thematic Paper

France: the reform momentum stays alive after the Yellow Vest crisis

During the first 18 months of his presidential term, Emmanuel Macron has put through a highly ambitious set of reforms inspired by supply-side economics and the Nordic flexicurity model. While the biggest accomplishments have been in taxation and the job market, the goods and services markets and social benefits programmes have also been addressed.

Tristan PERRIER

Senior Economist

25.06.2019 - Thematic Paper

Turkey: inflation, exchange rate’s pass-through and monetary policy

Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months.

Karine HERVE

PhD, Senior Economist

10.05.2019 - Thematic Paper

Asset Class Return Forecasts - Q2 - 2019

Our medium-term baseline scenario is that of a late business cycle slowdown followed by a probable mild economic recession in the next three to five years.

Delphine GEORGES, Viviana GISIMUNDO, Jung Hun KIM MOON

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