Global Investment Views - September 2022
Must read articles
Central Banks
Investment Talks
27.04.2022
Adding to the debate: “Is the Fed behind the curve"?
Interpretation on the view that the Fed is "behind the curve" from Fed official and investment implications associated with the statement.
More 5 to 10 minutes
Investment Talks
15.04.2022
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months, with two hikes before year-end, followed by another in Q1 2023
More > 10 minutes
ECB QE Monitor
14.04.2022
ECB QE Monitor - April 2022
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
ECB QE Monitor
17.03.2022
ECB QE Monitor - March 2022
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
Investment Talks
17.03.2022
15-16 March FOMC review: we have full throttle lift off
Understanding the outcome of the March FOMC meeting and its market implications
More 5 to 10 minutes
Insights Paper
17.02.2022
Crypto-currencies: a bubble or the emergence of a new paradigm in decentralised finance?
221
The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and potential development. CCs are at the crossroads of technological innovation, finance and monetary policy.
More > 10 minutes- 221
ECB QE Monitor
14.02.2022
ECB QE Monitor - February 2022
Our convictions: We will closely monitor the evolution of the global picture in the Eurozone. We will watch closely: (1) the risks of a second round effect in countries such as Germany and (2) the impact of the ECB's monetary policy on financing conditions.
More 5 to 10 minutes
Investment Talks
28.01.2022
25-26 January FOMC review : giving the all clear for March hike
Overall, the statement was largely consistent with investor and market expectations.
More 5 to 10 minutes
Thematic Paper
18.01.2022
Shifts & Narratives #13 - Money and psychology of inflation: an investor view
Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
More 5 to 10 minutesAmundi on Twitter
1 hour 22 min
🖊 #Prensa | Amaury d’Orsay, Director de Renta Fija, en la revista de septiembre de @FundsPeople sobre la #EmergenciaClimática: la #TransiciónVerde debe ser socialmente aceptable. El artículo completo ⤵ https://t.co/ySY7KQSXus https://t.co/RFHVWiSErI
3 hours 22 min
📜 [Instit.Invest.] The economic outlook is dimming, and a recession by 2023 seems inescapable. Central banks will continue to raise interest rates but the return to price stability will take some time. Discover more in our #ResearchCenter ⤵ https://t.co/SA6jtlYMPT
6 hours 14 min
📢 #Appointment | Francesca Ciceri is appointed Head of Institutional Clients Coverage. All information ⤵ https://t.co/IA1tazllVw https://t.co/o8LgX8qrmN
8 hours 7 min
🚀 #Strategy | Amundi, and @CACEIS announce the strengthening of their strategic agreement to accelerate the development of Fund Channel , the B-2-B fund distribution platform. More information ⤵ https://t.co/cBbHuJb8F1 https://t.co/2kqjGrwAj3
11 hours 53 min
📣 #Replay | We were delighted to support Singapore’s first-ever summit dedicated to exploring the growth, opportunities and challenges in the #WealthTech space – the 2022 @endowus WealthTech Conference. To watch the replay ⤵ https://t.co/H3qbyeHLmS https://t.co/GWRCkCdZpO
22 hours 1 min
📢 #Appointment | Natacha Andermahr is Head of Communications as of 1st September. She also becomes a member of Amundi's Executive Committee. More information ➡ https://t.co/teg0GSjir5 https://t.co/XJSicGI5y5
1 day 3 hours
🇩🇪 #Marktkommentar | Die Risiken für das Wirtschaftswachstum nehmen wieder zu und das #Stagflationsszenario scheint für Europa das wahrscheinlichste. Lesen Sie jetzt, was Anleger im aktuellen Marktumfeld beachten sollten. ⬇ https://t.co/pzLPQPJ8Ip #AssetManagement #Inflation
1 day 3 hours
📣 #Event | Join us at @EuroFinance International Treasury Management conference in Vienna from September 21st-23rd 2022 alongside 2000 of the world’s most senior #treasury professionals. Meet us at Stand L45. To find out more ⤵ https://t.co/JYS5ibDDT9 https://t.co/U3D7ezC3L7
1 day 5 hours
🗞 #Press | Is it time to look at bonds again? Yesterday our experts argued that the environment is supportive again for bonds on the back of more attractive valuations as the era of zero or negative interest rates is coming to an end. More on @Reuters ⤵ https://t.co/OXpwlx34eh
1 day 21 hours
📜 [Instit.Invest.] The fact that we are entering a period of stagflation in Europe leads us to change our central scenario forecast. Some risks are materialising, which proves that the market is deteriorating. Discover more on our experts' forecast ⤵ https://t.co/lva4prtQ1f
