29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
17/06/2022 Economy & Markets 14-15 June FOMC meeting: Fed becoming worried about inflatio... Understanding the outcome of the June FOMC meeting and its market and implications.
9/05/2022 Economy & Markets 3-4 May FOMC meeting: 50bp interest rate hike is bullish for... Understanding the outcome of the May FOMC meeting and its market and implications
27/04/2022 Economy & Markets 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.
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... 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...
23/03/2022 Retirement Pension Funds Letter 14 - The Red Dragon continues its ascen... In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.
17/03/2022 Economy & Markets 15-16 March FOMC review: we have full throttle lift off Understanding the outcome of the March FOMC meeting and its market implications
28/01/2022 Economy & Markets 25-26 January FOMC review : giving the all clear for March h... Overall, the statement was largely consistent with investor and market expectations.
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
17/01/2020 Economy & Markets Economic resilience, Fed and elections to drive US markets i... 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index...
11/06/2019 Economy & Markets The Road Back to the 70s Implications for Investors History shows that the economy and financial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives...
