MORTIER Vincent

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Global Investment Views 8.04.2021 Global Investment Views - April 2021
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Bubbles, tantrums and the revenge of value

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Why investors should look at Indian assets
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Insights Paper 6.04.2021 Why investors should look at Indian assets
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Domestic demand, ‘Make in India’, and possible inclusion in fixed income indices

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slider
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Insights Paper 31.03.2021 How hot is the inflation pot? Strategies to protect portfolios from in...
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As the global economy emerges from its worst slump since the 1930s, we envisage plenty of inflation fertilisers at stake, especially in the United States. Infla...

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crypto vignette
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Insights Paper 24.03.2021 Crypto-currencies: a bubble or the emergence of a new paradigm in dece...
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The proliferation of crypto-currencies (CCs) and the popularity of these assets among investors has led us to question their nature, function, valuation and pot...

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2021.03 - TP- Climing the hill-Slider
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Asset Class Views 12.03.2021 Asset Classes Views: Climbing the hill
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Medium to long-term scenarios and return forecasts

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Global Investment Views 24.02.2021 Global Investment Views - March 2021
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How hot is the inflation pot?

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Global Investment Views 27.01.2021 Global Investment Views - February 2021
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Markets closed 2020 on strong footing and the recent Democratic sweep in the US makes a greater fiscal push more likely

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Global Investment Views 22.12.2020 Global Investment Views - January 2021
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The big shock, the big hope, the big illusions

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Pension Funds letter
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Letter 3.12.2020 Amundi Pension Funds Letter n°10
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Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy.

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