BLANQUE Pascal

2021.04-Shifts-&-Narratives-#1-Slider
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Thematic Paper 9.04.2021 Shifts & Narratives #1 - Do not give up on fundamental valuations
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Today, most investors are at a loss regarding what to think of the notion of value and valuations and, even most importantly, how to use it in portfolio constru...

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Global-Investment-Views.jpg
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Global Investment Views 8.04.2021 Global Investment Views - April 2021
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Bubbles, tantrums and the revenge of value

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slider
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Insights Paper 31.03.2021 How hot is the inflation pot? Strategies to protect portfolios from in...
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As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...

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2021.03 - TP- Climing the hill-Slider
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Asset Class Views 12.03.2021 Asset Classes Views: Climbing the hill
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Medium to long-term scenarios and return forecasts

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2021.03 - IP- Fundamental-Slider
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Insights Paper 8.03.2021 Do not give up on fundamental valuations
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Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.

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Global-Investment-Views.jpg
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Global Investment Views 24.02.2021 Global Investment Views - March 2021
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How hot is the inflation pot?

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Global-Investment-Views.jpg
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Global Investment Views 27.01.2021 Global Investment Views - February 2021
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Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely

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Global-Investment-Views.jpg
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Global Investment Views 22.12.2020 Global Investment Views - January 2021
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The big shock, the big hope, the big illusions

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2020-Collected Research papers
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Collected Research Paper 18.12.2020 Have a look at our book - 2020 Edition
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The book you have in your hands is the 2020 edition of Amundi Research papers.

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