BERTINO Claudia

2021.05-Blue Paper SPACs-Slider-1390x467
Insights Paper 7.05.2021 SPACs: Beyond exuberance, back to reality

SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.

More > 10 minutes
  • PDF
blue-paper-risk-budgeting-and-trade-sizing-in-multi-asset-SLIDER.jpg
Insights Paper 21.09.2020 Risk budgeting and trade sizing: why they matter to multi-asset portfo...
70

In the current environment of heightened uncertainty, managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those inves...

More > 10 minutes
  • PDF
  • 70
the-day-after-6-Slider-1280x400.jpg
Thematic Paper 9.06.2020 The day after #6 - Inflation: persistent headwinds but a possible infl...
82

Since the beginning of the coronavirus pandemic, all eyes have been on the unfolding health catastrophe and the consequences of confinement: economies halted, e...

More > 10 minutes
  • PDF
  • 82
2019-07-Insights paper-fixe income Q3 2019
Insights Paper 16.12.2019 Fixed income: Back to core – Charts and Views - Build a robust 'core' ...
53

The ongoing slowdown in global trade will weaken global GDP growth further in 2020 – especially in advanced economies skewed towards the manufacturing sector – ...

More > 10 minutes
  • PDF
  • 53
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.08.2019 Emerging Markets Charts & Views - Finding a balance between easing cen...
99

The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment fo...

More > 10 minutes
  • PDF
  • 99
2019-07-Insights paper-fixe income Q3 2019
Insights Paper 25.07.2019 Fixed Income Charts and Views - Q3 2019
31

A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that, in our v...

More > 10 minutes
  • PDF
  • 31
Emerging Markets: How to unlock the next wave of returns
Insights Paper 5.03.2019 Emerging Markets Charts & Views - Seek opportunities, but be aware of ...
60

Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to see oppor...

More > 10 minutes
  • PDF
  • 60
2018.11-Insights-Paper-Us-markets.jpg
Insights Paper 14.11.2018 What lies ahead for the US economy and markets?
71

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

More > 10 minutes
  • PDF
  • 71
2018-09-paper-value-quality.jpg
Insights Paper 20.09.2018 European Equity: Combining value and quality in this new market phase
83

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating econ...

More > 10 minutes
  • PDF
  • 83

Get in touch with us

Our online help service is available to answer your question

My personal information

If you have a question about our company or one of our products, please complete the form to get in touch. Please do not mention your account numbers or critical data in this form.

Civility*

(*) Required fields
All our job offers (Permanent and temporary position, Internship, Apprenticeship or VIE) are available on our dedicated website: https://jobs.amundi.com.

Register and apply directly online.

Amundi on Twitter