2023 Investment Outlook - Some light for investors after the...
Must read articles
Investment Outlook
Monthly Cross Asset
2.12.2022
Defensive asset allocation extends into 2023, with a gradual increase in risk exposure later in the year
The economic backdrop foreseen for the next 12 months suggests that the ongoing correction will continue through the first half of 2023, featuring a profits recession and still elevated (albeit moderating) inflation.
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Monthly Cross Asset
2.12.2022
When fiscal policy puts the European institutions under pressure
After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.
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Monthly Cross Asset
2.12.2022
Macroeconomic Picture - December 2022
Macroeconomic Picture by area and Macro and Market forecast.
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Monthly Cross Asset
2.12.2022
Market Scenarios and Risks - December 2022
We maintain the probabilities of our scenarios unchanged. Some of the risk factors we identify may occur in our central scenario, which is probably not yet fully priced-in by markets.
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Monthly Cross Asset
2.12.2022
Cross Asset Investment Strategy - December 2022
Find the latest edition of our Research team's monthly publication.
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Monthly Cross Asset
2.12.2022
Recent developments do not change our expectations for the Russia-Ukraine war
The war in Ukraine will continue to dictate Europe’s prospects in 2023.
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Monthly Cross Asset
2.12.2022
Lula is back and already scoring goals
Lula netted a goal in Egypt at COP27 in the fight against climate change.
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Monthly Cross Asset
2.12.2022
European fixed income: the difficult equation if the energy crisis persists
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
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Monthly Cross Asset
2.12.2022
China housing policy: better late than never
The latest support measures the Chinese government announced on housing have sought to re-establish lifelines for struggling developers, clarifying that credit forbearance would not be considered as stepping on the red lines.
More 5 to 10 minutesAmundi on Twitter
1 hour 42 min
📜 [Instit.Invest.] US mid-term: Democrats outperformed expectations! Learn everything there is to know about the consequences of the elections and its ramifications via our expert's eyes. ⤵ https://t.co/OOf4OdHSS8 https://t.co/I0SvyDGLte
15 hours 41 min
📜 [Instit.Invest.] Our experts predict several market possibilities and risks. Thus according to them, threats are increasing and becoming more interconnected. Learn more about our experts' forecast in our #MarketScenarios and #Risks of November ⤵ https://t.co/SN1J1blRoH https://t.co/m7egVYlWBe
19 hours 25 min
🗞 #Interview | Interviewed last week by @sole24ore 24 Ore, Valérie Baudson, CEO, delivers her views about Amundi's strategy, the evolution of the asset management industry and on markets. Read it now ⤵ https://t.co/rOzqrOhHTq
1 day 15 hours
📜 [Instit.Invest.] As part of its fight against high inflation, the Fed has begun to reduce its balance sheet. Learn all about the Fed's decisions to reduce inflation and its implications for money-market funds through the eyes of our expert ⤵ https://t.co/djAJLK7vLa https://t.co/yQJpF9hMKz
2 days
🇩🇪 #Märkte | Die #Inflation in den #USA lässt deutlicher nach als erwartet. Analystenschätzungen lagen bei 7,9%. Der #US-Dollar verlor, die Anleiherenditen gerieten unter Druck, Aktien legten zu. Alle Details in unserer aktuellen Finanzmarktanalyse: ⤵ ➡https://t.co/NW2msXcNIk https://t.co/6Eg2jzzOQd
2 days 22 hours
📣 #Event | We are thrilled to be sponsoring the #PRIinPerson 2022, the leading global conference in #ResponsibleInvestment. Learn more about the event and register here: https://t.co/Te49594iy9 Join our team and @PRI_News from 30 November – 2 December in Barcelona. https://t.co/KU1JsYMRk8
3 days 1 hour
📜 [Instit.Invest.] The trajectory of the Covid-19 strategy will majorly impact on China's prospects for a cyclical recovery. Discover what the future holds for the Chinese economy through the analysis of our experts ⤵ https://t.co/p2GFA0QalZ https://t.co/C9M0FvzcJM
6 days 15 hours
🎥 [#MarketReview] The main themes in October were inflation, US labour markets and central bank policies. However, the expectations for future corporate earnings, as well as financial stability are of increasing importance. Comment by Monica Defend⬇ https://t.co/0q0uKtSnLA
6 days 18 hours
🇮🇹 #Intervista | 🗞 L’esito delle #elezioni di #midterm non influenza l’atteggiamento della #FED che, secondo Vincent Mortier, manterrà ancora a lungo la sua stretta. Scopri di più con @sole24ore ⤵️ https://t.co/JqmxCsiQo2
1 week
🏆 [#Award] Amundi is proud to have won the Emerging Markets Manager of the Year award during the 2022 Irish Pension Awards. Congratulations to all the teams for the work done! 👏 ➡ Discover all the winners: https://t.co/137efRm5dm https://t.co/dXatV4f00R
