16/12/2022 Economy & Markets Fed: Staying the course until the job is done Understanding the outcome of the December FOMC meeting and its market implications.
12/10/2022 Economy & Markets 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.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a recession? The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
6/08/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2019 We expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven...
10/05/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2019 This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.
27/02/2019 Capital Market Assumptions Asset Classes Views: Medium and long term expected returns Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly...
6/11/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2018 We stick to the view that 2018 will be the peak of the global economic cycle.
1/08/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2018 The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019.
30/04/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2018 Global growth is expected to remain mostly supportive buoyed by robust demand and continues to be the main driver in asset prices for the next few years....
6/02/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q1 - 2018 The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK.