KIM Jung

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Insights Paper 6.04.2021 Allocating to real and alternative assets: a framework for institution...
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Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure and pr...

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Asset Class Views 30.10.2020 Asset Class Return Forecasts - Q4 - 2020
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Since 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...

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Asset Class Views 10.08.2020 Asset Class Return Forecasts - Q3 - 2020
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All 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...

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Asset Class Views 18.05.2020 Asset Class Return Forecasts - Q2 - 2020
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In 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...

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Asset Class Views 8.11.2019 Asset Class Return Forecasts - Q4 - 2019
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Our 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...

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Asset Class Views 6.08.2019 Asset Class Return Forecasts - Q3 - 2019
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We 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...

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Asset Class Views 10.05.2019 Asset Class Return Forecasts - Q2 - 2019
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This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.

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Asset Class Views 27.02.2019 Asset Class Views: Medium and long term expected returns
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Our 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 ...

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Asset Class Views 6.11.2018 Asset Class Return Forecasts - Q4 - 2018
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We stick to the view that 2018 will be the peak of the global economic cycle.

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