Asset Class Return Forecasts - Q2 2022
Must read articles
Central Banks
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 minutes
Discussion Paper
18.01.2022
Money and its velocity matter: the great comeback of the quantity equation of money in an era of regime shift
Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
More > 10 minutes
Investment Talks
20.12.2021
14-15 December FOMC review: pressing the gas on taper
Understanding the outcome of the December FOMC meeting and its market implications.
More 5 to 10 minutes
ECB QE Monitor
13.12.2021
ECB QE Monitor - December 2021
Our convictions: ECB will unveil more details regarding its political strategy for 2022 at the meeting on December 16. The new set of economic forecasts will be available. In 2022, we expect the ECB to maintain a noticeable pace of asset purchases relative to historical norms, calibrating the size of QE to absorb the bulk of net issuance as in the past two years.
More 5 to 10 minutes
ECB QE Monitor
5.11.2021
ECB QE Monitor - November 2021
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
Monthly Cross Asset
2.11.2021
The triangle of financial repression
The idea that we are entering a phase of financial repression regularly returns to the fore as real interest rates are negative and nominal interest rates are very low.
More 5 to 10 minutes
ECB QE Monitor
14.10.2021
ECB QE Monitor - October 2021
The Eurosystem started its QE in March 2015
More 5 to 10 minutes
ECB QE Monitor
20.09.2021
ECB QE Monitor - September 2021
The Eurosystem started its QE in March 2015
More 5 to 10 minutesAmundi on Twitter
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🇮🇹 #Intervista | Ai microfoni di Asset & the City di Bluerating, Marco Pirondini conversa con Angela Antetomaso di prospettive del mercato azionario globale, viste dall'osservatorio di Amundi US. Guarda la puntata ⤵️.#value #volatilità #energia #inflazione https://t.co/4VBWlnYL1o
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📢#AmundiWIF22 | How can markets and policy conciliate energy access issues and the net-zero goal? 🗓Join us on June 10 to hear from @AmbMaryWarlick, Deputy Executive Director of the International Energy Agency (@IEA). ➡https://t.co/Ytq5jJey2t https://t.co/U4v5MFGb0w
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🚀#IntegratedReport | Amundi just published its first integrated report! To understand how financial and extra-financial objectives are integrated in its business model and long-term strategy, discover it now ➡ https://t.co/ditj22l3sS https://t.co/Fc15FFpHqg
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🇩🇪 #Märkte | Die letzte Börsenwoche im Überblick – für Sie kompakt aufbereitet in unserer Finanzmarktanalyse. Fokusthema: Die südasiatischen Zentralbanken schließen sich dem restriktiveren Kurs der #Fed an. Jetzt lesen: ⤵ ➡https://t.co/Dau81urEvQ https://t.co/VMAfoEJAPp
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📢#AmundiWIF22 | Amid the Ukraine Crisis, US-EU-China economic relations remain uncertain. What will be the consequences of war and inflation on the global economic policies? 🗓 Hear from @ojblanchard1 on June 9 and 10 ➡ https://t.co/Ytq5jJey2t https://t.co/xaCLqwk1bE
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🇩🇪 #Marktkommentar | Der Ukraine-Krieg, neue Lockdowns in China und die Aussicht auf #Zinserhöhungen belasten die Stimmung an den #Finanzmärkten. Monica Defend ordnet die globalen Marktentwicklungen für Anlegerinnen und Anleger ein. ⤵ ➡ https://t.co/eWsMyvoAum
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🇮🇹#SdR22 | Soluzioni attive e passive sono sempre più complementari e indispensabili per la costruzione di un portafoglio bilanciato. È questo in sintesi il messaggio della conferenza organizzata #AmundiETF con #FinecoAM al @salonerisparmio. Scopri di più: https://t.co/t4PGxk0HHK
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💻#IntegratedReport | D-2! On May 18, Amundi will publish its first Integrated Report. Do you want to better understand... the ecosystem in which Amundi operates? How it creates value for all its stakeholders? Stay tuned and don't miss its publication in less than 48 hours! https://t.co/vw10u5EVXE
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🎙 #Podcast | Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. ⤵ https://t.co/B5N4PVjCVW
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📜 [Instit.Invest.] Have recent indicators overstated GDP growth and how much should we discount on the downside? How long will the zero-Covid policy last? Discover all the answers on the Chinese situation in our latest #InvestmentConvictions ⤵ https://t.co/lS7syuGxox
