Must read articles

PIRONDINI Marco
RC-202205-Inflation-in-Equities-slider
Investment Talks 10.06.2022 Navigating an inflationary environment in US and global equities

Understanding the outcome of the May FOMC meeting and its market and implications

More 5 to 10 minutes
2021.10 - US value - Slider-1390x467
Investment Talks 12.10.2021 Higher rates provide a second chance to play US value opportunities

Nowadays, US value trades at its steepest discount to growth since 1999. However, declining Covid-19 cases, a broad-based economic recovery, prospects of higher interest rates as we progress out of the pandemic, and the return of persistent inflation pressures should help close the valuation gap between growth and value stocks.

More 5 to 10 minutes
slider
Insights Paper 27.04.2021 Why now is the time for active management in US equities

We believe now may be the best time in recent history to invest with an active approach in US equities. Passive indices outperformed active managers in recent years as US equity markets became more concentrated and dispersion declined: concentration in the five largest stocks in the S&P 500 had been increasing since 2013 and it peaked at 24% in 2020, when Alphabet, Amazon, Apple, Facebook and Microsoft benefited from a stay-athome environment in which people increasingly used technology to communicate, shop and work.

More > 10 minutes
US Value
Insights Paper 9.03.2021 The unique time for US value: rotation from growth plus innovation, quality and ESG improvement
433

The rotation towards value is a key theme of our 2021 investment outlook.

More > 10 minutes
  • 433
time-to-reconsider-Slider.jpg
Investment Talks 21.10.2020 Time to reconsider US growth and value ?
64

The outperformance of growth stocks over value stocks has reached record levels, as has the valuation gap.

More < 5 minutes
  • 64
us-presidential-election-Slider.jpg
Investment Talks 25.09.2020 US presidential election: how it will impact US economy and financial markets
36

US presidential election outcome: Joe Biden has enjoyed a remarkably stable lead in the national polls this year.

More < 5 minutes
  • 36
2020-04-IT-US asset after Covid-Slider
Investment Talks 8.04.2020 A lot of bad news already priced in US assets: a gradual approach to exploit market dislocations
35

The US economy has entered a recession, induced by the social distancing and quarantining measures introduced to tackle the pandemic crisis.

More < 5 minutes
  • 35
us-assets-and-fed-action-Slider-1280x400.jpg
Investment Talks 16.03.2020 US: Covid-19 & Oil Wars Warrant Decisive Action. Fed moves to ease financial stress
28

Uncertainty surrounding the magnitude and duration of the global health crisis is driving volatility and testing liquidity across the world’s financial markets.

More < 5 minutes
  • 28
Slider.jpg
Insights Paper 17.01.2020 Economic resilience, Fed and elections to drive US markets in 2020
33

2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost 9.0%. In addition, the past decade proved the best ever for the S&P 500 index, which returned 256% overall, well above its historical average.

More > 10 minutes
  • 33

Get in touch with us

Our online help service is available to answer your question.

My personal information

If you have a question about our company or one of our products, please complete the form to get in touch. Please do not mention your account numbers or critical data in this form.

Civility*
CAPTCHA This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

(*) Required fields
All our job offers (Permanent and temporary position, Internship, Apprenticeship or VIE) are available on our dedicated website: https://jobs.amundi.com.

Register and apply directly online.

Amundi on Twitter