GEORGES Delphine

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Monthly Cross Asset 30.03.2021 Fixed-income markets: from cyclical to structural challenges
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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. ...

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Monthly Cross Asset 2.02.2021 Why we don’t expect the Fed to taper its bond buying programme this ye...
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In a world where sovereign bond yields are in the hand of central banks,

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Monthly Cross Asset 2.10.2020 Fixed income dynamics in the current monetary and fiscal landscape
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Fixed income dynamics in the current monetary and fiscal landscape

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Monthly Cross Asset 30.04.2020 Thematics Views - May 2020
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Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under conside...

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Asset Class Views 6.08.2019 Asset Class Return Forecasts - Q3 - 2019
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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...

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Asset Class Views 5.08.2019 Global Asset Class Spotlights Top Down Quarterly Assessment - Q3 2019
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Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions.

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Asset Class Views 10.05.2019 Asset Class Return Forecasts - Q2 - 2019
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This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.

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Asset Class Views 27.02.2019 Asset Class Views: Medium and long term expected returns
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Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly related ...

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Asset Class Views 6.11.2018 Asset Class Return Forecasts - Q4 - 2018
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We stick to the view that 2018 will be the peak of the global economic cycle.

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