Contact us

Our online help service is available to answer your question. Please don't mention your account numbers or any critical data at this point, and only if you're asked by Amundi Client Service.

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.

Important legal information.
Please read these terms and conditions carefully

This part of our website is for the attention of “Professional” investors. In the European Union, it is not for non-professional investors as defined in the MIFID or in each local regulation for the general public and nor for "US Person". This website is solely for information purposes. There is no guarantee that any targeted performance or forecast will be achieved. Amundi owns the copyright and all other intellectual property rights in the website.

By choosing “I Accept” you represent that you understand and agree to all the legal terms and conditions of Amundi’s website

the articles & research center news

Your search

You have selected

monetary policies

refine your search

83 article(s) matching your search criteria :

sort by :

Slider

Slider

02.10.2020 - Monthly Cross Asset

Contraction > recovery > late cycle: the cycle round trip is confirmed Advanced Investment Phazer: top-down assessment

Economic and corporate-profit recoveries continue along a gradual, upward-sloping catch-up process, where growth speed and composition will be key to landing in a “recovery financial regime” towards year’s end. Transition to the new financial regime will continue amid a sequel of relapses in the real economy, where policy boosters will prove critical, moving the needle between base and risk scenario. Over the next three to six months, while keeping the risk budget unchanged, progressively rotate risk from US HY into deep value/cyclical equities. Global IG remains supported by central banks’ purchasing programs and offer palatable yields. Lastly, expansive monetary policies and safe haven nature will support gold.

Monica DEFEND, Lorenzo PORTELLI

Thematic - Cross Asset

Thematic - Cross Asset

02.10.2020 - Monthly Cross Asset

You asked, we answer

Our Global Views team attempts to answer some of the questions often asked by our clients.

Didier BOROWSKI, Pierre BLANCHET, Tristan PERRIER

Slider ECB QE MONITOR

Slider ECB QE MONITOR

08.07.2020 - ECB QE Monitor

ECB QE Monitor - June 2020

The Eurosystem started its QE in March 2015.

Mickael BELLAÏCHE

Fixed Income Strategist

Thematic - Cross Asset

Thematic - Cross Asset

24.06.2020 - Monthly Cross Asset

Thematics Views - July 2020

Covid-19 is a symmetric shock with asymmetric outcomes. Existing imbalances within Europe such as public debt, economic models or vision for the union, turn to cracks and the EU is facing fragmentation risks. However, the EU should be able to get over it as it did with the Global Financial Crisis.

Pierre BLANCHET, Didier BOROWSKI, Tristan PERRIER, Valentine AINOUZ, Mickael BELLAÏCHE, Noah FUNDERBURK

Slider

Slider

19.05.2020 - Insights Paper

Emerging Markets Charts & Views - Market dislocation creating long-term opportunities

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession. However, for those experienced in financial markets, shocks are nothing new, particularly within EM.

Yerlan SYZDYKOV

Global Head of EM

Slider-1280x400

Slider-1280x400

30.04.2020 - Monthly Cross Asset

Contraction > recovery > late cycle: a cycle round trip in three years

The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp contraction in 2020, 2021 will see a “recovery” in the growth and profit cycle with a rebound in risky assets while in 2022, we expect a normalization towards a late cycle.

Annalisa USARDI, Federico CESARINI, Lorenzo PORTELLI

Thematic - Cross Asset

Thematic - Cross Asset

30.04.2020 - Monthly Cross Asset

Thematics Views - May 2020

Over the last few weeks, significant stabilisation plans have been announced across advanced economies and in addition true stimulus plans are now under consideration. Recent empirical studies show that fiscal multipliers could be much larger in the current depressed context than during normal times. We believe this could boost the recovery path of corporate dividends going forward, in Europe in particular.

Didier BOROWSKI, Pierre BLANCHET, Alessia BERARDI, Delphine GEORGES

Vignette Turkey: Towards a new boom and bust cycle?

Vignette Turkey: Towards a new boom and bust cycle?

03.03.2020 - Expert Talk

Turkey: Towards a new boom and bust cycle?

Q4-2019 GDP figurewas released at6% yoy, higher than in Q3 (0.9%yoy): The main driver of this boom was private consumption that grew at 6.8% yoy and that was fueled by a huge expansion of credit to consumers, lower interest rates and a 15% rise in minimum wage.

Karine HERVE

Emerging Markets Senior Economist

Slider

Slider

24.02.2020 - Expert Talk

South Africa Inflation

South African inflation came out higher in January: 4.5% yoy compared to 4% in December but is in the middle of the inflation target (3-6%) of the South African Central Bank (SARB). This acceleration in inflation is mainly explained by a sharp rise in transport prices linked to base effects of fuel prices (+ 13.7% in January against 2.4% the previous month).

Karine HERVE

Emerging Markets Senior Economist

Legal notices

Follow us: