18/01/2022 Economy & Markets Shifts & Narratives #13 - Money and psychology of inflation:... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
13/01/2022 Geopolitics Kazakhstan: low impact for asset prices, but a wakeup call f... Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the...
13/01/2022 Portfolio Strategy Resilient multi-asset portfolios in an inflationary regime Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset...
5/01/2022 Emerging Markets LatAm's political pendulum takes a hard swing to the left in... 2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity...
5/01/2022 Economy & Markets Market Scenarios and Risks - January 2022 Market Scenarios an Risk - January 2022
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.
5/01/2022 Economy & Markets Macroeconomic Picture - January 2022 Macroeconomic Picture by area and Macro and Market forecast.
5/01/2022 Economy & Markets Central banks: a successful hawkish turn The three major central banks issued restrictive signals last week. The banks have succeeded in changing the course of their monetary policies without...
4/01/2022 Cross Asset Research Cross Asset Investment Strategy - January 2022 Find the latest edition of our Research team's monthly publication.
3/01/2022 Portfolio Allocation Portfolio Construction with Climate Risk Measures Because of the 2015 Paris Agreement, the development of ESG investing and the emergence of net zero emission policies, climate risk is certainly the most...