Shifts & Narratives #8 - Post-summer check-up on the regime ...
Must read articles
GEORGES Delphine
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DM monetary policies are at a crossroads
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Monthly Cross Asset
2.06.2021
A post-Covid structural change in developed markets: the strong politi...
What matters to fixed income investors is the macro-financial environment that will prevail after the strong rebound in growth and inflation expected in H2.
More > 10 minutes
Monthly Cross Asset
30.03.2021
Fixed-income markets: from cyclical to structural challenges
115
Since the start of the year, bond yields have surged in the economies of the G10 as markets anticipate a sharp acceleration in inflation and economic activity. ...
More < 5 minutes- 115
Monthly Cross Asset
2.02.2021
Why we don’t expect the Fed to taper its bond buying programme this ye...
75
In a world where sovereign bond yields are in the hand of central banks,
More 5 to 10 minutes- 75
Monthly Cross Asset
2.10.2020
Fixed income dynamics in the current monetary and fiscal landscape
19
Fixed income dynamics in the current monetary and fiscal landscape
More 5 to 10 minutes- 19
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
Asset Class Views
6.08.2019
Asset Class Return Forecasts - Q3 - 2019
37
We expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven by a de...
More < 5 minutes- 37
Asset Class Views
5.08.2019
Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
40
Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.
More > 10 minutes- 40
Asset Class Views
10.05.2019
Asset Class Return Forecasts - Q2 - 2019
32
This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.
More < 5 minutes- 32
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
