BERTONCINI Sergio
RC-2022-12-Thematic-1-Slider
Monthly Cross Asset 2.12.2022 European fixed income: the difficult equation if the energy crisis persists

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

More 5 to 10 minutes
RC-2022.11-UK-Fiscal-Budget-slider
Investment Talks 21.11.2022 UK Fiscal Budget: main political, social and market implications

Understanding the latest UK budget and its main political, social and market implications

More > 10 minutes
rc-2022.10-thematic1-slider
Monthly Cross Asset 12.10.2022 TLTRO in the context of ECB policy normalisation

TLTRO repayments and redemptions will drive incoming ECB passive QT over the next few quarters.

More 5 to 10 minutes
RC-2022.09-us-market-turmoil-slider
Investment Talks 28.09.2022 UK market turmoil points towards further volatility in global currencies

Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications on global currencies.

More < 5 minutes
RC-2022.09-invt-talk-italy-election-slider
Investment Talks 27.09.2022 Italy election: no major surprise from the polls, maybe positive for markets

Election outcome and political scenario: The centre-right coalition won Italy’s general election on 25 September, with approximately 44% of votes.

More > 10 minutes
RC-2022.06-Investment-talks-Spain-slider
Investment Talks 29.06.2022 Focus on Spain: macroeconomic projections and fixed income view

The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone and for the Spanish economy.

More 5 to 10 minutes
RC - Investment Talks - Macroeconomic projections for the italian economy
Investment Talks 28.06.2022 Macroeconomic projections for the Italian economy and fixed income implications

The growth outlook for Italy has been revised down on tighter financing conditions and monetary policy normalization, coupled with the energy crisis in Europe and global value chain bottlenecks.

More 5 to 10 minutes
RC-2022.05 - Thematic1 -slider
Monthly Cross Asset 6.05.2022 Upward pressures on inflation are the major market driver

We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.

More 5 to 10 minutes
RC -  2022.04 - Cross Asset - Credit markets
Monthly Cross Asset 5.04.2022 Credit markets: more attractive valuations but we remain cautious

Valuations are now a little more attractive. However, the environment remains challenging, particularly in Europe.

More < 5 minutes

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*
CAPTCHA This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

(*) 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