Asset Class Return Forecasts - Q2 2022
Must read articles
Economy & Markets
Monthly Cross Asset
5.04.2022
Market Scenarios and Risks - April 2022
We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month. The war in Ukraine could evolve in several ways over the coming weeks (see Ukraine crisis tree) with significant implications on economic and financial markets
More < 5 minutes
Insights Paper
1.04.2022
When artificial intelligence meets economy: an analysis of the Ukraine war
Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on the future.
More > 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
9.02.2022
Inflation is starting to burn - Strategies to protect portfolios from inflation risk
Understanding our key convictions and portfolio implications on inflation trends ahead
More 5 to 10 minutes
Insights Paper
7.02.2022
Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
More > 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
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
Insights Paper
13.01.2022
Resilient multi-asset portfolios in an inflationary regime
Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset portfolios.
More > 10 minutes
Global Investment Views
23.12.2021
Global Investment Views - January 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 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
