ECB QE Monitor - April 2021
Must read articles
Inflation
104
Global Investment Views
8.04.2021
Global Investment Views - April 2021
104
Bubbles, tantrums and the revenge of value
More > 10 minutes
110
Insights Paper
31.03.2021
How hot is the inflation pot? Strategies to protect portfolios from in...
110
As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...
More > 10 minutes
298
Insights Paper
8.03.2021
Do not give up on fundamental valuations
298
Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
More > 10 minutes
65
Global Investment Views
24.02.2021
Global Investment Views - March 2021
65
How hot is the inflation pot?
More > 10 minutes
51
Global Investment Views
27.01.2021
Global Investment Views - February 2021
51
Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely
More > 10 minutes
77
Investment Talks
15.01.2021
Italy: ECB's umbrella to protect bond market, despite uncertain politi...
77
Investors on the Italian government bonds market should consider any slip in the Italian bond market as an opportunity to increase their exposure.
More 5 to 10 minutes
55
Monthly Cross Asset
12.01.2021
2021 Global Outlook Reassessed
55
As the Q420 is now closed, we confirm the “financial recovery regime” as our central scenario for 2021 with a higher conviction than in Q320.
More > 10 minutes
50
Investment Talks
21.10.2020
Time to reconsider US growth and value ?
50
The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.
More < 5 minutes
71
Thematic Paper
21.10.2020
The day after #12 - Changing shares of labour and capital incomes: wha...
71
The share of national income that is distributed to labour vs. capital has fallen to historically low levels in several advanced economies, such as the United S...
More > 10 minutesAmundi on Twitter
6 hours 19 min
🗞 #Press | Amundi is delighted to announce the launch of three flagship funds to retail investors in Singapore. Two of the funds actively integrate ESG considerations to meet investors’ sustainable investment goals. ➡ For more information ⤵ https://t.co/aakJfELd6T
1 day 23 hours
🇩🇪 #ESG | Seit kurzem ist die neue EU-#Offenlegungsverordnung "Sustainable Finance Disclosure Regulation", kurz #SFDR, in Kraft. Ziel ist es, die Transparenz in Bezug auf #Nachhaltigkeit bei #Finanzanlagen zu erhöhen. Mehr erfahren: ⤵ ➡ https://t.co/6esvLj3ty6
3 days 2 hours
📜 [Instit.Invest.] 💬 “Temperature scores have emerged as an innovative tool for investors to align their portfolios to the goals set out by the Paris Agreement.” ➡ Discover our experts’ analysis on temperature scores in our latest #InsightsPaper ⤵ https://t.co/ZoDQIZE3jQ
3 days 3 hours
🇩🇪 #Märkte | Die Industrie der Eurozone wächst im März mit neuer Rekordrate. Das zeigt der Einkaufsmanagerindex IHS Markit Eurozone-PMI, der um 4,6 Punkte zulegte. Mehr erfahren: ⤵ ➡ https://t.co/OUi2QuknEt
3 days 5 hours
🔍 #ETF | Investing sustainably does not equate to lower performance according to 84.9% of ETF investors surveyed by @ETF_Stream and Amundi. ➡ Read more on #ESG #ETFs and performance by downloading the report ⤵ https://t.co/4dHqOSxkeO #professionalinvestors
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🇮🇹 #Cryptocurrency | Il mondo delle #criptovalute è in continua evoluzione ma è un universo ancora poco conosciuto e i dubbi sono molti. 👉 Vincent Mortier e Didier Borowski analizzano la questione fornendo molti spunti interessanti. Scopri di più⤵ https://t.co/jDFPRlgk1h
3 days 23 hours
📣 #Webinar | Investing in Real Estate as a European investor. Only a few days left to join our interactive webinar taking place on 15th April with @Preqin and Amundi Real Estate experts. To register your interest to attend please contact us at ⤵ contact-realassets@amundi.com
4 days 6 hours
📜 [Instit.Invest.] 💬 « Moving forward, the emergence of a ‘back to the ‘70s’ narrative can help modify long-term expectations even before (or beyond) what data shows » ➡ Discover Pascal Blanqué's analysis in the latest #ThematicPaper ⤵ https://t.co/lZzOd2ahYi
4 days 23 hours
📃 [Instit.Invest.] 💬 “The good news is that the European authorities have a clear strategy to remove NPLs from bank balance sheets in order to preserve the distribution of credit and protect banks from a deteriorating economic situation. " For more ⤵ https://t.co/a2y5NynR0G
5 days 23 hours
📃 [Instit.Invest.] 💬 “Risks are clustered to ease the detection of hedging strategies, but they are obviously linked." ➡ Discover our experts’ analysis on #MarketScenarios and #Risks for April 2021 ⤵ https://t.co/FvMHbDpV25
1618561380
🗞 #Press | Amundi is delighted to announce the launch of three flagship funds to retail investors in Singapore. Two of the funds actively integrate ESG considerations to meet investors’ sustainable investment goals. ➡ For more information ⤵ https://t.co/aakJfELd6T
1618414210
🇩🇪 #ESG | Seit kurzem ist die neue EU-#Offenlegungsverordnung "Sustainable Finance Disclosure Regulation", kurz #SFDR, in Kraft. Ziel ist es, die Transparenz in Bezug auf #Nachhaltigkeit bei #Finanzanlagen zu erhöhen. Mehr erfahren: ⤵ ➡ https://t.co/6esvLj3ty6
1618315216
📜 [Instit.Invest.] 💬 “Temperature scores have emerged as an innovative tool for investors to align their portfolios to the goals set out by the Paris Agreement.” ➡ Discover our experts’ analysis on temperature scores in our latest #InsightsPaper ⤵ https://t.co/ZoDQIZE3jQ
1618311633
🇩🇪 #Märkte | Die Industrie der Eurozone wächst im März mit neuer Rekordrate. Das zeigt der Einkaufsmanagerindex IHS Markit Eurozone-PMI, der um 4,6 Punkte zulegte. Mehr erfahren: ⤵ ➡ https://t.co/OUi2QuknEt
1618304427
🔍 #ETF | Investing sustainably does not equate to lower performance according to 84.9% of ETF investors surveyed by @ETF_Stream and Amundi. ➡ Read more on #ESG #ETFs and performance by downloading the report ⤵ https://t.co/4dHqOSxkeO #professionalinvestors
1618300808
🇮🇹 #Cryptocurrency | Il mondo delle #criptovalute è in continua evoluzione ma è un universo ancora poco conosciuto e i dubbi sono molti. 👉 Vincent Mortier e Didier Borowski analizzano la questione fornendo molti spunti interessanti. Scopri di più⤵ https://t.co/jDFPRlgk1h
1618239707
📣 #Webinar | Investing in Real Estate as a European investor. Only a few days left to join our interactive webinar taking place on 15th April with @Preqin and Amundi Real Estate experts. To register your interest to attend please contact us at ⤵ contact-realassets@amundi.com
1618216204
📜 [Instit.Invest.] 💬 « Moving forward, the emergence of a ‘back to the ‘70s’ narrative can help modify long-term expectations even before (or beyond) what data shows » ➡ Discover Pascal Blanqué's analysis in the latest #ThematicPaper ⤵ https://t.co/lZzOd2ahYi
1618153229
📃 [Instit.Invest.] 💬 “The good news is that the European authorities have a clear strategy to remove NPLs from bank balance sheets in order to preserve the distribution of credit and protect banks from a deteriorating economic situation. " For more ⤵ https://t.co/a2y5NynR0G
1618066830
📃 [Instit.Invest.] 💬 “Risks are clustered to ease the detection of hedging strategies, but they are obviously linked." ➡ Discover our experts’ analysis on #MarketScenarios and #Risks for April 2021 ⤵ https://t.co/FvMHbDpV25
