Global Investment Views - September 2022
Must read articles
MORTIER Vincent
Investment Talks
13.09.2022
Reassessing the view on Europe: hot questions for investors
To understand how the stagflationary environment in Europe affects the region's markets.
More 5 to 10 minutes
Global Investment Views
7.09.2022
Global Investment Views - September 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Global Investment Views
29.07.2022
Global Investment Views - August 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Global Investment Views
1.07.2022
Global Investment Views - July 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Investment Outlook
1.07.2022
H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates
The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.
More > 10 minutes
Investment Talks
21.06.2022
French elections results open a phase of political gridlock
The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
More 5 to 10 minutes
Investment Talks
16.06.2022
A (stag?)flationary tantrum: assessing the current market sell-off
We are entering a tough phase of the regime shift, as the risks over economic growth add to the already hot inflationary backdrop. This means that stagflation fears will continue to drive the market and risk assets are likely to remain very volatile, particularly the most indebted companies and those with still excessive valuations.
More 5 to 10 minutes
Global Investment Views
1.06.2022
Global Investment Views - June 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Insights Paper
3.05.2022
Global real estate markets: rich valuations, but not a source of systemic risk
Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
More > 10 minutesAmundi 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
