Global Investment Views - August 2021
Must read articles
Investment Outlook
Global Investment Views
28.07.2021
Global Investment Views - August 2021
The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and co...
More > 10 minutes
Monthly Cross Asset
2.07.2021
Cross Asset Investment Strategy - July 2021
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Monthly Cross Asset
2.07.2021
Housing boom: what are the consequences for monetary policy?
Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. Th...
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
DM monetary policies are at a crossroads
Central banks have put in place ultra-accommodative monetary policiesto support economies during the Covid crisis.
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
EM monetary policies normalisation as the low tide is getting higher
The monetary policy conditions in the emerging markets are still definitely dovish.
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
Market Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
Macroeconomic Picture - July 2021
Macroeconomic picture by area and Macro and Market forecast.
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
Euro fixed income: EGB supply/demand dynamics to improve in H2-21
EMU-10 EGB net issuance, net of ECB QE purchases, is likely to be negative in H2 this year for three main reasons: 1) front loading of sovereign debt supply in ...
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
The price of self-sufficiency
The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a ma...
More 5 to 10 minutesAmundi on Twitter
3 hours 12 min
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1 day 16 hours
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1 day 20 hours
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
2 days 1 hour
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
2 days 20 hours
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
2 days 23 hours
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
4 days
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
1627622026
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1627486338
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1627473615
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
1627453807
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
1627387221
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
1627376423
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
1627284856
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
