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Asset Class Views 16.05.2022 Asset Class Return Forecasts - Q2 2022

The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.

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Thematic Paper 9.05.2022 Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views

Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.

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Insights Paper 21.04.2022 The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk

The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.

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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

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Monthly Cross Asset 5.04.2022 Macroeconomic Picture - April 2022

United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms of confidence and spending.

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Asset Class Views 25.03.2022 Asset Classes Views: Keeping up with climate change

In the most recent edition of Amundi’s Asset Class Views, we perform an in-depth analysis of the implications of climate mitigation and Net Zero transition in the financial markets and climate risk-aware portfolios.

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Investment Talks 25.03.2022 A more fragmented Emerging Markets world amid the Russia-Ukraine crisis

The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.

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Investment Talks 11.03.2022 Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating

We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.

More > 10 minutes
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Investment Talks 7.03.2022 Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity

There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.

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