31/08/2022 Economy & Markets How to overhaul Europe’s outdated budget rules Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.
26/08/2022 Economy & Markets Only a new policy regime can stop rampant inflation, but don... The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.
8/08/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2022 Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
29/07/2022 Investment Views 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.
29/07/2022 Economy & Markets July 26-27 FOMC Review: Maintaining a Hawkish Course Understanding the outcome of the July FOMC meeting and its market and implications.
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
16/08/2022 Economy & Markets Mind the lag: recession fears flare too fast Central banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.
25/07/2022 Portfolio Allocation Precautionary Liquidity and Retirement Saving There is a large debate on the optimal degree of savings’ liquidity in retirement systems.
25/07/2022 Economy & Markets Towards a new set of fiscal rules in Europe: an investor vie... In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between...
25/07/2022 Economy & Markets Towards new fiscal rules in Europe After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central...