Cross Asset Investment Strategy - May 2021
Must read articles
Emerging Markets
Report
19.04.2021
Emerging Market Green Bonds - Report 2020
54
The third edition of the “Emerging Market Green Bonds Report” highlights the key trends in and outlook for green bond market developments in emerging markets (E...
More > 10 minutes- 54
Insights Paper
6.04.2021
Why investors should look at Indian assets
125
Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices
More > 10 minutes- 125
Monthly Cross Asset
3.03.2021
China and EM: growth and policy Q&A
166
Our emerging markets strategists attempt to answer some of the questions often asked by our clients.
More 5 to 10 minutes- 166
Monthly Cross Asset
2.02.2021
2021 investment case in equities and how Japan fits into it
39
Although the global recovery began to be priced in last year
More 5 to 10 minutes- 39
Monthly Cross Asset
4.11.2020
Addressing the legacy of the crisis in the EM: the right policy mix in...
35
The duration of the epidemic will ultimately determine the shape of recovery.
More 5 to 10 minutes- 35
Report
5.05.2020
Emerging Market Green Bonds - Report 2019
46
Momentum Builds as Nascent Markets Grow
More > 10 minutes- 46
Monthly Cross Asset
30.04.2020
Thematics Views - May 2020
34
Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under conside...
More > 10 minutes- 34
Discussion Paper
1.07.2019
Emerging Markets: Vulnerability and contagion risks... Fragile vs. ant...
42
This article is aimed at analysing contagion within the emerging world in the past decades
More > 10 minutes- 42
Discussion Paper
1.07.2019
How to differenciate emerging countries? New approaches for classifica...
37
Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder wheth...
More > 10 minutes- 37
Amundi on Twitter
1 hour 59 min
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
5 hours
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
7 hours 31 min
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
8 hours 31 min
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
10 hours
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1 day 8 hours
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
2 days 2 hours
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
3 days 9 hours
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
4 days 4 hours
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1 week
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
1620399691
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
1620388831
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
1620379804
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
1620376204
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
1620370846
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1620291608
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
1620226859
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
1620115220
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
1620044216
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1619795517
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
