The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.

Key highlights on long-term scenarios and return forecasts.

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

Explore asset class returns forecasts for Q2 2022, focusing on the effects of inflation and Central Banks' policies on market dynamics, providing insights...

As we enter the tail end of the Covid-19 recovery boost, authorities in developed markets are seeking to implement fiscal packages of varying degrees...

Explore the asset class returns forecasts for Q3 2021, analyzing the impacts of COVID and inflation on market trends and performance expectations to guide...

With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.

Medium to long-term scenarios and return forecasts

Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting...

All signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different...

In our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including...

The report highlights the causal relationships between macro-economic factors and long term trends in asset prices, incorporating the latest discussions...

Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth...