Global Investment Views - September 2022
Must read articles
MIJOT Eric
Monthly Cross Asset
12.09.2022
Q2 earnings season – strong results helped support the summer rally
The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.
More 5 to 10 minutes
Monthly Cross Asset
3.06.2022
A look under the surface of the first quarter earnings season
The excellent results of the first quarter also conceal weaknesses.
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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 minutes
Investment Talks
11.03.2022
Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.
More > 10 minutes
Monthly Cross Asset
2.03.2022
Special Ukraine
The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.
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Thematic Paper
1.10.2021
Shifts & Narratives #9 - Adapting equity portfolios to a regime of higher inflation
The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.
More > 10 minutes
Monthly Cross Asset
8.09.2021
Special Europe: investing in the recovery
As the European economy is recovering from the largest economic shock of modern history, we are revising our growth and inflation assumptions to the upside.
More > 10 minutes
Monthly Cross Asset
2.06.2021
First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year
Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.
More 5 to 10 minutes
Monthly Cross Asset
2.02.2021
2021 investment case in equities and how Japan fits into it
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Although the global recovery began to be priced in last year
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Amundi on Twitter
1 hour 22 min
🖊 #Prensa | Amaury d’Orsay, Director de Renta Fija, en la revista de septiembre de @FundsPeople sobre la #EmergenciaClimática: la #TransiciónVerde debe ser socialmente aceptable. El artículo completo ⤵ https://t.co/ySY7KQSXus https://t.co/RFHVWiSErI
3 hours 22 min
📜 [Instit.Invest.] The economic outlook is dimming, and a recession by 2023 seems inescapable. Central banks will continue to raise interest rates but the return to price stability will take some time. Discover more in our #ResearchCenter ⤵ https://t.co/SA6jtlYMPT
6 hours 14 min
📢 #Appointment | Francesca Ciceri is appointed Head of Institutional Clients Coverage. All information ⤵ https://t.co/IA1tazllVw https://t.co/o8LgX8qrmN
8 hours 7 min
🚀 #Strategy | Amundi, and @CACEIS announce the strengthening of their strategic agreement to accelerate the development of Fund Channel , the B-2-B fund distribution platform. More information ⤵ https://t.co/cBbHuJb8F1 https://t.co/2kqjGrwAj3
11 hours 53 min
📣 #Replay | We were delighted to support Singapore’s first-ever summit dedicated to exploring the growth, opportunities and challenges in the #WealthTech space – the 2022 @endowus WealthTech Conference. To watch the replay ⤵ https://t.co/H3qbyeHLmS https://t.co/GWRCkCdZpO
22 hours 1 min
📢 #Appointment | Natacha Andermahr is Head of Communications as of 1st September. She also becomes a member of Amundi's Executive Committee. More information ➡ https://t.co/teg0GSjir5 https://t.co/XJSicGI5y5
1 day 3 hours
🇩🇪 #Marktkommentar | Die Risiken für das Wirtschaftswachstum nehmen wieder zu und das #Stagflationsszenario scheint für Europa das wahrscheinlichste. Lesen Sie jetzt, was Anleger im aktuellen Marktumfeld beachten sollten. ⬇ https://t.co/pzLPQPJ8Ip #AssetManagement #Inflation
1 day 3 hours
📣 #Event | Join us at @EuroFinance International Treasury Management conference in Vienna from September 21st-23rd 2022 alongside 2000 of the world’s most senior #treasury professionals. Meet us at Stand L45. To find out more ⤵ https://t.co/JYS5ibDDT9 https://t.co/U3D7ezC3L7
1 day 5 hours
🗞 #Press | Is it time to look at bonds again? Yesterday our experts argued that the environment is supportive again for bonds on the back of more attractive valuations as the era of zero or negative interest rates is coming to an end. More on @Reuters ⤵ https://t.co/OXpwlx34eh
1 day 21 hours
📜 [Instit.Invest.] The fact that we are entering a period of stagflation in Europe leads us to change our central scenario forecast. Some risks are materialising, which proves that the market is deteriorating. Discover more on our experts' forecast ⤵ https://t.co/lva4prtQ1f
