Global Investment Views - August 2021
Must read articles
DEFEND Monica
Investment Outlook
28.06.2021
H2 2021 Investment Outlook - Inflation blows on markets, and investors...
We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.
More > 10 minutes
Asset Class Views
7.05.2021
Asset Class Return Forecasts - Q2 - 2021
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
More < 5 minutes
Monthly Cross Asset
5.05.2021
2021 Recovery to continue and beat potential
Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...
More 5 to 10 minutes
Thematic Paper
26.04.2021
Shifts & Narratives #2 - Inflation: something deep awakens
18
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.
More > 10 minutes- 18
Insights Paper
2.04.2021
Dollar: short-term bull, medium-term dull?
79
As the global economy recovers from its worst economic slump since the 1930s, any investment decision will hinge critically on the evolution of the dollar.
More > 10 minutes- 79
Asset Class Views
12.03.2021
Asset Classes Views: Climbing the hill
394
Medium to long-term scenarios and return forecasts
More > 10 minutes- 394
Monthly Cross Asset
12.01.2021
2021 Global Outlook Reassessed
74
As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.
More > 10 minutes- 74
Investment Talks
4.11.2020
US election: no winner yet, markets moving from a Blue Wave to a possi...
131
US election outcome: At the time of writing, the result remains unclear and prudence is needed as the race is close Biden 238 - Trump 213 (270 to win).
More < 5 minutes- 131
Asset Class Views
30.10.2020
Asset Class Return Forecasts - Q4 - 2020
62
Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting low r...
More < 5 minutes- 62
Amundi on Twitter
3 hours 12 min
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1 day 16 hours
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1 day 20 hours
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
2 days 1 hour
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
2 days 20 hours
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
2 days 23 hours
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
4 days
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
1627622026
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1627486338
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1627473615
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
1627453807
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
1627387221
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
1627376423
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
1627284856
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
