Global Investment Views - August 2021
Must read articles
PERRIER Tristan
Monthly Cross Asset
2.07.2021
Housing boom: what are the consequences for monetary policy?
Despite the Covid economic shock, house prices have continued to rise in most advanced economies, and are also increasing rapidly in some emerging economies. Th...
More 5 to 10 minutes
Monthly Cross Asset
2.06.2021
NGEU soon to be rolled out: the EU has (almost) done its part; now com...
In leading the way to NGEU, the Covid crisis may have marked a crucial milestone in European construction.
More < 5 minutes
Thematic Paper
26.04.2021
Shifts & Narratives #2 - Inflation: something deep awakens
18
One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint.
More > 10 minutes- 18
Monthly Cross Asset
8.04.2021
You asked, we answered
110
Our Global Views team attempts to answer some of the questions often asked by our clients.
More < 5 minutes- 110
Insights Paper
24.03.2021
Crypto-currencies: a bubble or the emergence of a new paradigm in dece...
221
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...
More > 10 minutes- 221
Monthly Cross Asset
3.03.2021
Covid, productivity and long-term growth: further secular stagnation o...
77
While the spectacular Covid shock may easily lead to exaggerate extrapolations, it cannot be ruled out that it will matter for long-term productivity and growth...
More 5 to 10 minutes- 77
Monthly Cross Asset
2.02.2021
New money and maybe new powers too: Central Bank Digital Currencies ar...
78
The motivations for CBDC projects vary quite a lot across countries
More 5 to 10 minutes- 78
Monthly Cross Asset
12.01.2021
Is the Euro's rise a sign of greater resilience?
34
The complexity and fragility of European institutions have contributed to maintaining a specific political risk premium on European assets, including the euro.
More < 5 minutes- 34
Investment Talks
5.01.2021
A thin and last-minute Brexit deal should give temporary relief to UK ...
41
The deal: the core of the deal is a zero-tariff/zero-quota free trade agreement for goods, but trade will be affected by new non-tariff barriers such as customs...
More < 5 minutes- 41
Amundi on Twitter
3 hours 12 min
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1 day 16 hours
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1 day 20 hours
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
2 days 1 hour
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
2 days 20 hours
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
2 days 23 hours
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
4 days
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
1627622026
📣 [2021 H1 & Q2 Results] Today, Amundi announced its H1 & Q2 2021 results, increasing showing strong growth in a highly favourable market environment, and a good level of medium- to long-term asset inflows 🔎 See the complete results ➡️https://t.co/HoiQ8zARwK
1627486338
🇮🇹 #SdR21 | 🗓️ “Racconti dal #futuro. Visioni di #economiareale e #sostenibilità”. Questo il titolo della nostra conferenza che sarà animata da importanti testimonianze del mondo industriale, accademico e del giornalismo. 👉Le iscrizioni sono aperte: https://t.co/PjexHhgDsr
1627473615
📃 [Instit.Invest.] 💬 “We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.” ➡ Discover our experts’ outlooks in our #GlobalInvestementViews ⤵ https://t.co/VR4sncGVwy
1627453807
🇩🇪 #Infrastruktur | Schon heute sind Verkehrsanbindungen und die Energie-, Wasser- und Lebensmittelversorgung in vielen Fällen nicht mehr ausreichend. Auch Infrastruktur muss deshalb neu gedacht werden. #Anleger können von diesem Trend profitieren. ➡ https://t.co/bkwE8hYmGa
1627387221
📃 [Instit.Invest.] 💬 “With $47trillion in pension funds globally, this sector plays a major role. We need to get our savings for the future, shaping the future.” ➡ Discover our experts’ analysis in our #ResearchCenter ⤵ https://t.co/AabyBOkR1A
1627376423
🇩🇪 #Märkte | Die #EZB hat ihren expansiven Kurs bestätigt und will die Zinsen erst bei einer #Inflation von 2% erhöhen. Wie die Amundi Experten die Inflations- und Zinserwartungen bewerten und wie sich die Börsen entwickelt haben, lesen Sie hier: ➡ https://t.co/mVpGK90Ev9
1627284856
📰#Interview |"In Amundi there are no stars, except Amundi itself" says Yves Perrier, Amundi's Chairman, to the @FinancialTimes in his latest interview. Read it now ⬇ https://t.co/YHnYYdQUf1
