BLANCHET Pierre
Pension Funds letter
Letter 20.07.2022 Amundi Pension Funds Letter n°15

As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere established customs and trends seem less secure.

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Investment Talks 21.06.2022 French elections results open a phase of political gridlock

The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.

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Monthly Cross Asset 6.05.2022 French presidential election: Macron’s victory provides continuity but lacks political support

The incumbent president’s re-election avoids an unpredictable political phase for France.

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Investment Talks 26.04.2022 Macron's re-election is positive for French assets

Understanding the outcome, policy and investment implications of the second-round of French presidential elections.

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Monthly Cross Asset 5.04.2022 French elections: let the race begin

The French 2022 election cycle is starting in the context of the war in Ukraine which favours to the incumbent president.

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Monthly Cross Asset 2.03.2022 Special Ukraine

The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.

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Monthly Cross Asset 3.02.2022 European strategic sovereignty must be an investment opportunity

The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to impose one’ standards and to create global leaders in tomorrow’s ecosystems.

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Monthly Cross Asset 3.02.2022 The journey back to zero real rates

Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.

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Monthly Cross Asset 5.01.2022 You asked, we answer - January 2022

Our Global Views team attempts to answer some of the questions often asked by our clients.

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