12/09/2022 Economy & Markets Rational inattention at the core of central bank strategy The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...
9/09/2022 Cross Asset Research Cross Asset Investment Strategy - September 2022 Find the latest edition of our Research team's monthly publication.
7/09/2022 Investment Views 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.
6/09/2022 Portfolio Strategy Articulating asset allocation across different time horizons Understanding how to articulate asset allocation across different time horizons.
1/09/2022 Portfolio Strategy Advanced Investment Phazer: a guide to dynamic asset allocat... Economic cycles have been a crucial driver for financial markets, making regime-based dynamic asset allocation (DAA) a common practice in supporting optimal...
31/08/2022 Economy & Markets How to overhaul Europe’s outdated budget rules Europe's fiscal rules are too simplistic and have lost credibility.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.