/ Research Center

09.03.2020 - Expert Talk

Super Tuesday outcome

The outcome of Super Tuesday took most people by surprise and maybe even Joe Biden himself… A third-time campaigner to become the Democratic Party’s candidate (after 1988 and 2008) for the November 2020 presidential election, Joe Biden had a tough start.

Pierre BLANCHET

Head of Investment Intelligence

17.01.2020 - Insights Paper

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, which returned 256% overall, well above its historical average.

Kenneth J. TAUBES, Christine TODD, Sergio BERTONCINI, Noah FUNDERBURK, Marco PIRONDINI, Eric MIJOT, Annalisa USARDI, Paresh UPADHYAYA

08.11.2019 - Amundi Conversation

2019.11.08 - New European Leaders: what's to be expected?

Sébastien Maillard, Director of the Jacques Delors Institute, and Amundi's experts, shared their insights on the new European leaders taking office and their agenda, and addressed possible asset allocation impacts.

Jean-Jacques BARBERIS, Sébastien MAILLARD, Didier BOROWSKI, Luc MOUZON

18.10.2019 - Thematic Paper

Italy: few ambitions from the new budget framework

On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 2022 and changes to the underlying economic assumptions.

Annalisa USARDI

CFA, Senior Economist

14.10.2019 - Expert Talk

The Elizabeth Warren moment

E. Warren is now neck-and-neck with J. Biden (27%) in the Democratic primary pollsand far ahead of B. Sanders (15%).From her fifth-place position just six months ago, she has risen 21 points in the polls since then, while Biden has lost four points and Sanders, six. Bookmakers now put herodds of winning the nomination at more than 50%, vs. less than 20% for Biden and 6% for Sanders.

Ibra WANE

Equity Strategy

25.09.2019 - Amundi Conversation

2019.09.25 - Brexit: analysis of a UK drama

Sir. Simon Fraser, Former Permanent Secretary at the Foreign & Commonwealth Office, and Amundi’s experts will share their insights on the current unique UK state of affairs regarding Brexit (outcomes & political/economic/financial implications).

Jean-Jacques BARBERIS, Laurent CROSNIER, Tristan PERRIER, Simon FRASER

18.09.2019 - Amundi Conversation

2019.09.16 - A New Italian Government: What's next?

As a new Five Stars / PD Italian government coalition was just sworn in, what is to be expected? Enrico Letta, Italian Prime Minister from 2013 to 2014 and Amundi's experts will share their insights.

Jean-Jacques BARBERIS, Matteo GERMANO, Annalisa USARDI

18.09.2019 - Investment Talks

View on Italy: beyond the short term

The end of the political crisis and next steps for the new government:The new pro- European government looks to be willing to move in a different direction vs the previous one, with an agenda focused on green and socially inclusive policies. It is difficult to project how long this new coalition will last, but it will certainly have to address the next budget law. We expect to see some expansionary measures (lower labour costs plus investment spending), but without putting public finances at risk. However, the available room for manoeuvre is narrow.

Kasper ELMGREEN, Matteo GERMANO, Annalisa USARDI, Isabelle VIC-PHILIPPE

21.08.2019 - Investment Talks

Italian Politics take centre stage

Political crisis and possible scenarios: The Deputy PM Matteo Salvini recently withdrew his party’s support to the coalition government headed by PM Giuseppe Conte, calling for a vote of no-confidence against the PM and subsequent snap elections. On the 20th of August, after addressing the Senate, PM Conte resigned. President Sergio Mattarella will now weigh three options – consult political parties to form a new government (with the same forces of the current coalition or new ones), appoint a caretaker government or call for fresh elections.

Sergio BERTONCINI, Didier BOROWSKI, Matteo GERMANO, Lorenzo PORTELLI, Annalisa USARDI

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