Asset Class Return Forecasts - Q2 2022
Must read articles
Investment Outlook
Monthly Cross Asset
6.05.2022
Macroeconomic Picture - May 2022
Macroeconomic Picture by area and Macro and Market forecast.
More < 5 minutes
Monthly Cross Asset
6.05.2022
Upward pressures on inflation are the major market driver
We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
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Monthly Cross Asset
6.05.2022
Hold tight for the Chinese demand shock: faith over fear
The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
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Monthly Cross Asset
6.05.2022
French presidential election: Macron’s victory provides continuity but lacks political support
The incumbent president’s re-election avoids an unpredictable political phase for France.
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Monthly Cross Asset
5.05.2022
Market Scenarios and Risks - May 2022
We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
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Monthly Cross Asset
5.05.2022
Q2 2022: A late cycle with a greater focus on inflation
The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
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Monthly Cross Asset
4.05.2022
Cross Asset Investment Strategy - May 2022
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Global Investment Views
28.04.2022
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutes
Monthly Cross Asset
5.04.2022
Ukraine: where do we stand?
By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.
More 5 to 10 minutesAmundi on Twitter
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🇮🇹 #Intervista | Ai microfoni di Asset & the City di Bluerating, Marco Pirondini conversa con Angela Antetomaso di prospettive del mercato azionario globale, viste dall'osservatorio di Amundi US. Guarda la puntata ⤵️.#value #volatilità #energia #inflazione https://t.co/4VBWlnYL1o
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📢#AmundiWIF22 | How can markets and policy conciliate energy access issues and the net-zero goal? 🗓Join us on June 10 to hear from @AmbMaryWarlick, Deputy Executive Director of the International Energy Agency (@IEA). ➡https://t.co/Ytq5jJey2t https://t.co/U4v5MFGb0w
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🚀#IntegratedReport | Amundi just published its first integrated report! To understand how financial and extra-financial objectives are integrated in its business model and long-term strategy, discover it now ➡ https://t.co/ditj22l3sS https://t.co/Fc15FFpHqg
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🇩🇪 #Märkte | Die letzte Börsenwoche im Überblick – für Sie kompakt aufbereitet in unserer Finanzmarktanalyse. Fokusthema: Die südasiatischen Zentralbanken schließen sich dem restriktiveren Kurs der #Fed an. Jetzt lesen: ⤵ ➡https://t.co/Dau81urEvQ https://t.co/VMAfoEJAPp
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📢#AmundiWIF22 | Amid the Ukraine Crisis, US-EU-China economic relations remain uncertain. What will be the consequences of war and inflation on the global economic policies? 🗓 Hear from @ojblanchard1 on June 9 and 10 ➡ https://t.co/Ytq5jJey2t https://t.co/xaCLqwk1bE
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🇩🇪 #Marktkommentar | Der Ukraine-Krieg, neue Lockdowns in China und die Aussicht auf #Zinserhöhungen belasten die Stimmung an den #Finanzmärkten. Monica Defend ordnet die globalen Marktentwicklungen für Anlegerinnen und Anleger ein. ⤵ ➡ https://t.co/eWsMyvoAum
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🇮🇹#SdR22 | Soluzioni attive e passive sono sempre più complementari e indispensabili per la costruzione di un portafoglio bilanciato. È questo in sintesi il messaggio della conferenza organizzata #AmundiETF con #FinecoAM al @salonerisparmio. Scopri di più: https://t.co/t4PGxk0HHK
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💻#IntegratedReport | D-2! On May 18, Amundi will publish its first Integrated Report. Do you want to better understand... the ecosystem in which Amundi operates? How it creates value for all its stakeholders? Stay tuned and don't miss its publication in less than 48 hours! https://t.co/vw10u5EVXE
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🎙 #Podcast | Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. ⤵ https://t.co/B5N4PVjCVW
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📜 [Instit.Invest.] Have recent indicators overstated GDP growth and how much should we discount on the downside? How long will the zero-Covid policy last? Discover all the answers on the Chinese situation in our latest #InvestmentConvictions ⤵ https://t.co/lS7syuGxox
