Global Investment Views

Hot inflation and geopolitical tensions: cool down risk

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...

Amundi Global Investment Views
Global Investment Views - March 2022

This Month's Topic

Special Ukraine

The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War. NATO countries and European leaders have so far ruled out direct military confrontation because of the risk of escalation between nuclear powers...

Special Ukraine
Special Ukraine

Market Scenarios and Risks

March 2022

We amend the narrative of our scenario to take into account the consequences of the war in Ukraine. We increase the probability of our downside scenario to 30% (from 15%) to reflect the rising risk of stagflation...

Markets-scenarios-risk.jpg
Market Scenarios and Risks - March 2022

Macroeconomic Picture

March 2022

Macroeconomic Picture by area and Macro and Market forecast.

Macroeconomic Picture - September 2022
Macroeconomic Picture - March 2022

Authors

RC - Author - DEFEND Monica
Head of Amundi Investment Institute & Chief Strategist
RC - Author - Vincent Mortier
Group Chief Investment Officer
Germano Matteo
Deputy Group Chief Investment Officer