Newsletter / Research Center

January 2020

		2020 will be a year dominated by politics and surprises. Investors should capture the early cyclical rebound and exploit EM opportunities, hedging against extreme events.
		BLANQUE Pascal - Group Chief Investment Officer

Global Investment Views - January 2020
CIO views: High conviction ideas from Amundi Global Investment Committee.
Read More

THEMATIC PAPER

U.S. inflation… what’s up?

From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat.

Insights Papers

Time for a flight to cyclical value in European equity

When we look fundamentally at the risks and rewards in equity markets for 2020, we find that value offers better opportunities than growth as implied expectations are lower and therefore more attractive for value at this point.

Insights Papers

Economic resilience, Fed and elections to drive US markets in 2020

2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, wh...

Please fill up that field	Please fill up that field	Please fill up that field
Please fill up that field	Please fill up that field
Please fill up that field The personal data collected above are intended for AMUNDI ASSET MANAGEMENT and are intended to allow you to subscribe to Market Insights Newsletter. AMUNDI ASSET MANAGEMENT undertakes to keep your personal data for the duration of your subscription. You may terminate this subscription at any time by writing to AMUNDI ASSET MANAGEMENT. In accordance with the European Regulation on the processing of personal data (RGPD 2016/679), you have the right to access, rectify, and delete your data by writing to AMUNDI ASSET MANAGEMENT BSC/SEC/PCA - 90, bd Pasteur - CS 21564 - 75730 Paris - FRANCE or by e-mail to dpo@amundi.com. By checking the box above, you declare that you understand and accept these conditions.

Select your profile* : Individuals investor Financial professionals		* Required fields


		The Captcha field is wrong or empty
The personal data collected above are intended for AMUNDI ASSET MANAGEMENT and are for the sole purpose of enabling you to receive a response to your request for information. AMUNDI ASSET MANAGEMENT undertakes to keep your personal data for the duration of our exchanges. In accordance with the European Regulation on the processing of personal data (RGPD 2016/679), you have the right to access, rectify, and delete your data by writing to AMUNDI ASSET MANAGEMENT BSC/SEC/PCA - 90, bd Pasteur - CS 21564 - 75730 Paris – FRANCE or by e-mail to dpo@amundi.com. By checking the box above, you declare that you understand and accept these conditions.