Shifts & Narratives #8 - Post-summer check-up on the regime ...
Must read articles
Economy & Markets
Monthly Cross Asset
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The price of self-sufficiency
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Insights Paper
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Banks in the post-Covid-19 world
We thought the banking sector was forever changed by the Global Financial Crisis (GFC): e.g., lower leverage, better risk management, greater transparency, etc....
More > 10 minutes
Discussion Paper
19.05.2021
Reindustrialisation, interventionism, sovereignty, de-globalisation…Ho...
With the third industrial revolution and the Covid-19 crisis, the world has entered into a period of global transformations. The current industrial revolution s...
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Insights Paper
7.05.2021
SPACs: Beyond exuberance, back to reality
SPACs (Special Purpose Acquisition Company) are companies created and listed on an exchange with the purpose of buying a growth company later.
More > 10 minutes
Investment Talks
29.03.2021
European equity value has further to go in this cycle
153
Initiated in April based on a cheap quality cyclical stock rebound, the value rotation in Europe has accelerated, favouring deep value names – the segment most ...
More < 5 minutes- 153
Investment Talks
21.10.2020
Time to reconsider US growth and value ?
64
The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.
More < 5 minutes- 64
Investment Talks
7.08.2020
Investing in the first in, first out theme: opportunities in Asia
84
Overview: The Asia region was the first part of the world to be hit by the Covid-19 outbreak, but it has also been the first region to navigate a way out of it,...
More < 5 minutes- 84
Investment Talks
22.07.2020
EU agreement: a powerful answer that can lift further EU assets and ES...
73
The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Mu...
More < 5 minutes- 73
Investment Talks
20.05.2020
Focus on Italy: macroeconomic and fixed income scenario
60
The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery;...
More < 5 minutes- 60
Amundi on Twitter
28 min 9 sec
📃 [Instit.Invest.] 💬 “New elements are emerging in the battle of the narratives underpinning financial markets.” ➡ Discover our expert’s analysis in our #ResearchCenter ⤵ https://t.co/vck3c2mqAj
5 hours 28 min
🇩🇪 #Märkte | Fokusthema in unserer wöchentlichen Finanzmarktanalyse ist diesmal: Schuldenabbau in #Chinas Immobiliensektor. Die finanziellen Schwierigkeiten des chinesischen Immobilienentwicklers #Evergrande haben am Markt für Nervosität gesorgt. ⤵ ➡ https://t.co/zuS0D15bCO
21 hours 27 min
🇩🇪 #Marktausblick | Mit Blick auf die nähere Zukunft sehen die Amundi Experten drei Hauptthemen: die Ausbreitung der #Delta-Covid-Variante, die Verlangsamung des #Wirtschaftswachstums und die Divergenzen in der #Geldpolitk. Mehr dazu: ⬇ https://t.co/MXq33s0oFG #Finanzmärkte
23 hours 28 min
🇮🇹 #Report | Siamo giunti alla quarta edizione del rapporto elaborato insieme a Prequin sul mondo degli #investimentialternativi in Europa. Scopri di più ⤵️ https://t.co/E9wbqPssHg! #assetreali #realassets #privatequity #hedgefunds
1 day 2 hours
🗞 #Press | Featured in @essec’s C-suite Conversations, South Asia CEO Eric Bramoullé discussed the opportunities and challenges across the asset management industry and Amundi’s growth strategy in Asia. ⤵ https://t.co/fvsauHgV1X
4 days 3 hours
🗞 #Press | Chinese stocks have had a tumultuous year as a wave of tighter regulation has shaken technology, education and gaming stocks. In his latest @FinancialTimes article, Pascal Blanqué gives us his analysis on why Chinese assets remains strong ⤵ https://t.co/UjIm15zX3w
4 days 21 hours
📃 [Instit.Invest.] 💬 “Fed: At Jackson Hole, Chair Powell reinforced the message from the July FOMC minutes that tapering could start before the end of this year” ➡ Discover our #MacroEconomic picture for September 2021 in our #ResearchCenter ⤵ https://t.co/o6djQK9Wuh
5 days 23 hours
📣 #Report | Amundi and @Preqin 2021 Alternative Assets in Europe Report out now. Key European takeaways: -Record AUM, €2.06tn -Private Equity is largest alternative asset class with €866bn AUM 🔎 To see the full report ⤵ https://t.co/hBET2Fye3g
6 days 1 hour
🎙 #Radio | In his latest interview with @moneyfm893, Deputy Group CIO and Asia ex-Japan Supervisor Vincent Mortier discusses the headwinds facing Singapore and Asia emerging markets as well as Amundi’s strategy heading into Q4. ⤵ https://t.co/aZJ1IImxX8
6 days 3 hours
📃 [Instit.Invest.] 💬 “The central scenario assumes that the policy mix and improving fundamentals will support the recovery and the markets.” ➡ Discover our experts’ forecasts on market scenarios and risks of September 2021 ⤵ https://t.co/kdRd4LQe6Y
1632225623
📃 [Instit.Invest.] 💬 “New elements are emerging in the battle of the narratives underpinning financial markets.” ➡ Discover our expert’s analysis in our #ResearchCenter ⤵ https://t.co/vck3c2mqAj
1632207618
🇩🇪 #Märkte | Fokusthema in unserer wöchentlichen Finanzmarktanalyse ist diesmal: Schuldenabbau in #Chinas Immobiliensektor. Die finanziellen Schwierigkeiten des chinesischen Immobilienentwicklers #Evergrande haben am Markt für Nervosität gesorgt. ⤵ ➡ https://t.co/zuS0D15bCO
1632150037
🇩🇪 #Marktausblick | Mit Blick auf die nähere Zukunft sehen die Amundi Experten drei Hauptthemen: die Ausbreitung der #Delta-Covid-Variante, die Verlangsamung des #Wirtschaftswachstums und die Divergenzen in der #Geldpolitk. Mehr dazu: ⬇ https://t.co/MXq33s0oFG #Finanzmärkte
1632142813
🇮🇹 #Report | Siamo giunti alla quarta edizione del rapporto elaborato insieme a Prequin sul mondo degli #investimentialternativi in Europa. Scopri di più ⤵️ https://t.co/E9wbqPssHg! #assetreali #realassets #privatequity #hedgefunds
1632130204
🗞 #Press | Featured in @essec’s C-suite Conversations, South Asia CEO Eric Bramoullé discussed the opportunities and challenges across the asset management industry and Amundi’s growth strategy in Asia. ⤵ https://t.co/fvsauHgV1X
1631867919
🗞 #Press | Chinese stocks have had a tumultuous year as a wave of tighter regulation has shaken technology, education and gaming stocks. In his latest @FinancialTimes article, Pascal Blanqué gives us his analysis on why Chinese assets remains strong ⤵ https://t.co/UjIm15zX3w
1631804489
📃 [Instit.Invest.] 💬 “Fed: At Jackson Hole, Chair Powell reinforced the message from the July FOMC minutes that tapering could start before the end of this year” ➡ Discover our #MacroEconomic picture for September 2021 in our #ResearchCenter ⤵ https://t.co/o6djQK9Wuh
1631711556
📣 #Report | Amundi and @Preqin 2021 Alternative Assets in Europe Report out now. Key European takeaways: -Record AUM, €2.06tn -Private Equity is largest alternative asset class with €866bn AUM 🔎 To see the full report ⤵ https://t.co/hBET2Fye3g
1631703635
🎙 #Radio | In his latest interview with @moneyfm893, Deputy Group CIO and Asia ex-Japan Supervisor Vincent Mortier discusses the headwinds facing Singapore and Asia emerging markets as well as Amundi’s strategy heading into Q4. ⤵ https://t.co/aZJ1IImxX8
1631696444
📃 [Instit.Invest.] 💬 “The central scenario assumes that the policy mix and improving fundamentals will support the recovery and the markets.” ➡ Discover our experts’ forecasts on market scenarios and risks of September 2021 ⤵ https://t.co/kdRd4LQe6Y
