H2 2022 Investment Outlook - Life above zero: investors’ jou...
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GERMANO Matteo
Global Investment Views
1.07.2022
Global Investment Views - July 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 minutes
Investment Outlook
1.07.2022
H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates
The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.
More > 10 minutes
Global Investment Views
1.06.2022
Global Investment Views - June 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 minutes
Global Investment Views
28.04.2022
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutes
Global Investment Views
24.03.2022
Global Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.
More > 10 minutes
Investment Talks
11.03.2022
Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.
More > 10 minutes
Investment Talks
7.03.2022
Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity
There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.
More > 10 minutes
Global Investment Views
28.02.2022
Global Investment Views - March 2022
The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity markets corrected further.
More > 10 minutes
Investment Talks
24.02.2022
Russia attacks Ukraine: Markets will have to readjust to the shock
Market reaction: The worst-case scenario of a full blown attack to Ukraine has materialised. It’s risk-off on Russian assets; global risk assets are under severe pressure.
More 5 to 10 minutesAmundi on Twitter
22 hours 31 min
🇮🇹 [#BTP] Fari puntati sul debito pubblico italiano e relativo spread dei titoli di stato, nonchè sulle mosse della #BCE per prevenire il rischio di frammentazione. Scopri di più nell'analisi di Cosimo Marasciulo ⤵️ https://t.co/7cGYQUNbNC
1 day 2 hours
🚀#IntegratedReport | Creating value for our clients means being one step ahead of technology. For example, by developing new functionalities for ALTO*, the heart of our platform. ➡ To know more, visit https://t.co/ditj22CERs *Amundi Leading Technologies & Operations https://t.co/rCgwRaHBer
2 days 23 hours
📜 [Instit.Invest.] Markets are entering a tough phase of the regime shift as the risks over economic growth add to the red hot inflation backdrop. Our experts assess the investment implications of the repricing currently underway. To discover ⤵ https://t.co/MSShiaIohX
3 days 5 hours
🇩🇪 #Märkte | Die letzte Börsenwoche im Rückblick und aktuelle Analysen der Amundi-Experten – für Sie kompakt aufbereitet. Aktuelles Fokusthema: Die #Inflation stellt die #Zentralbanken weiterhin vor erhebliche Probleme. Jetzt lesen: ⤵ ➡https://t.co/jhUsLOcslo https://t.co/IO87ITUcgK
3 days 19 hours
📜 [Instit.Invest.] The apparent decline in the cost of capital and the underinvestment in the old economy over the past years has created a major distortion in the macroeconomic and financial landscape. Read on our expert’s analysis⤵ https://t.co/vKqDatksxi
1 week
🇮🇹 #Intervista | L'#energia è una risorsa sempre più preziosa e contesa. L'#idrogeno potrebbe essere la chiave di volta di una #transizioneenergetica non più rinviabile. Ne ha parlato Paolo Proli in una puntata di SpeechBox con Federico Rampini ⤵️ https://t.co/XbI12wtKgx
1 week
🇩🇪 #Märkte | Pascal Blanqué, Chairman des Amundi Instituts, sieht eine wesentliche Ursache für die drohende Stagflation darin, dass zugunsten der Technologiebranche lange Zeit zu wenig Kapital in die Old Economy investiert wurde. Mehr Lesen: ➡https://t.co/vKhX6qLxPB https://t.co/mwPESjiD4U
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🌍 #AmundiWIF22 | The impacts of the pandemic and the war in Ukraine were at the heart of discussions during the #AmundiWIF22. In the context of global shocks, we asked Dr. Luiz Fernando do Amaral, how can we make sure that #NetZero stays a priority to financial stakeholders? ⬇ https://t.co/HX3JS840eB
1 week
🚀 #IntegratedReport | Amundi’s ESG ambitions are in keeping with its determination to help redefine our society on the key topics of climate change and social cohesion. To know more on our objectives and actions ⬇ https://t.co/ditj22CERs
1 week 1 day
🇮🇹 #2025Ambition | Comunicata nei suoi tratti principali la #strategia che seguiremo di qui al 2025 per proseguire nel nostro percorso di crescita. Scopri di più ⤵️ https://t.co/iQi0sHmMXp
