
ECB QE Monitor - April 2021
Something has to give in a regime shift. Be prepared, there will be opportunities for value investors.
DiscoverInstitutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and pr...
More > 10 minutesSince our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting low r...
More < 5 minutesAll signs indicate we have passed the inflection point of the Covid-19 pandemic crisis, even if this signals a clearer picture moving forward, different uncerta...
More < 5 minutesIn our latest analysis released at the beginning of the year, we had laid out our medium-term outlook as a correction of the business cycle, including an econom...
More < 5 minutesOur medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to move b...
More < 5 minutesWe expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven by a de...
More < 5 minutesThis document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.
More < 5 minutesOur approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly related ...
More > 10 minutesWe stick to the view that 2018 will be the peak of the global economic cycle.
More < 5 minutesProfessional investors are Professional investors of the European Union, as defined as inEuropean Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments(MIFID) to investment services providers and any other professional of the financial industry,and as the case may be in each local regulation, and, as far as the offering in Switzerland isconcerned, a Qualified Investor within the meaning of the provisions of the Swiss CollectiveInvestment Schemes Act of 23 June 2006 (CISA), the Swiss Collective Investment SchemesOrdinance of 22 November 2006 (CISO) and the FINMA’s Circular 08/8 on Public Advertisingunder the Collective Investment Schemes legislation of 20 November 2008
European Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (MIFID)
Private customers or retail investors, or to investors who do not comply with the definition ofqualified investors as defined in the applicable legislation and regulation
as defined in the US Securities Act of 1933
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