
Global Investment Views - August 2022
Investors will have to navigate a fragmented world of slowing growth, higher inflation and increasing divergences between regions and sectors.
Read moreCheck the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
More < 5 minutesThe partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and what are the investment implications.
More > 10 minutesCentral banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.
More < 5 minutesThere is a large debate on the optimal degree of savings’ liquidity in retirement systems.
More > 10 minutesThe continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
More < 5 minutesDealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.
More > 10 minutesUnderstanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
More > 10 minutesUnderstanding the role that commodities could play in portfolio diversification under a regime of high and persistent inflation.
More > 10 minutesIn this research, we show that variables from the Global Database of Events, Language and Tone (GDELT) convey significant informational content that can improve on a purely macroeconomic approach when modeling the US equity market.
More > 10 minutesProfessional investors are Professional investors of the European Union, as defined as in European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland is concerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertising under the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition of qualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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