No systemic risk from SVB failure, but watch out for areas o...
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Bonds
Global Investment Views
1.06.2022
Global Investment Views - June 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Global Investment Views
28.04.2022
Global Investment Views - May 2022
We are witnessing significant divergences in the economic outlook (we have revised down the EU and Chinese economic outlooks vs. the more resilient US economy) and in market performances.
More > 10 minutes
Global Investment Views
24.03.2022
Global Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.
More > 10 minutes
Global Investment Views
28.02.2022
Global Investment Views - March 2022
The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity markets corrected further.
More > 10 minutes
Global Investment Views
27.01.2022
Global Investment Views - February 2022
January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
More > 10 minutes
Global Investment Views
23.12.2021
Global Investment Views - January 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
More > 10 minutes
Working Paper
12.11.2021
ESG Improvers in Credit Investing
The objective of this article is to explore the impact of ESG Improvers on the corporate bond market.
More > 10 minutes
Monthly Cross Asset
2.11.2021
2022 EGB supply vs ECB QE
We expect a further slowing of growth in Eurozone public debt in 2022, mirroring the 2021 trend vs. 2020 which saw a peak in net issuance, while EU bond supply is likely to remain close to the 2021 level.
More 5 to 10 minutes
Monthly Cross Asset
6.10.2021
Fixed Income markets: what will be key?
Eurozone and US sovereign bond markets have partially reversed the decline recorded over the summer.
More 5 to 10 minutesAmundi on Twitter
15 hours 6 min
📜 [Instit.Invest.] What are the main takes from latest ECB monetary policy committee? What is the ECB’s assessment of the inflation situation? Discover our experts’ analysis on the latest ECB committee in our #ResearchCenter ⬇ https://t.co/sXbO68SLFm https://t.co/lIhVSLx3iY
3 days 23 hours
🇩🇪 #Tennis | Vom 15.-23. April schlägt die Spitze des #Damentennis beim #Porsche Tennis Grand Prix in #Stuttgart auf. Als offizieller Hauptpartner freuen wir uns bei #Amundi neben den Tennisstars auf viele interessierte Zuschauer. Karten gibt unter https://t.co/SmXP46gSbe. https://t.co/MMQm6Nox8g
4 days
🇮🇹 #MarketReview | Buona parte dei mercati azionari ha subito perdite a febbraio a causa di aspettative relative a tassi più elevati e utili aziendali che sembrano confermare un rallentamento. Qual è la posizione di Amundi? Il commento di Monica Defend. ⬇ https://t.co/T3Na1ZWoGy
4 days 18 hours
🇩🇪 #Märkte | Die Stimmung bei #Aktien und #Anleihen hat sich in den ersten Wochen des Jahres deutlich verändert. Was die Ursachen sind, lesen Sie in der aktuellen Marktanalyse von Vincent Mortier, Group CIO bei Amundi: ⤵ ➡https://t.co/1EDXW5OS3U https://t.co/ci64d2FYCk
6 days
🇩🇪 #Märkte | #Kryptowährungen stecken als Anlageklasse noch in den Kinderschuhen und sind anfällig für starke Schwankungen. Werden sie sich durchsetzen, oder als Sackgasse erweisen? Lesen Sie eine spannende Analyse der Amundi-Experten: ⤵ ➡https://t.co/xaN54zQuS8 https://t.co/PKLHj0gZj1
6 days 15 hours
📜 [Instit.Invest.] The news of the collapse of SVB, the largest bank failure since the 2008 crisis, has sent ripples across financial markets. What happened to the Silicon Valley Bank? How did the regulators respond? Discover our experts’ analysis ⬇ https://t.co/JCPclL7ddi https://t.co/69tC96ePJ1
6 days 20 hours
🇮🇹 [#Evento] Il 20 marzo alle 12 G. Tavazzani, CEO in #Italia, prende parte alla tavola rotonda dedicata al "Ritorno del #redditofisso" nell'ambito della giornata di lavori organizzata da @RepubblicaAF Non perdere la diretta sul sito di @repubblica! ➡ https://t.co/1P9Ys0BmWf https://t.co/OtIabTSK5e
6 days 22 hours
🎥 [#MarketReview] Given the rally at the start of the year and underlying fundamentals, what are the key themes to watch and what is Amundi's investment stance? Comment by Monica Defend, Head of Amundi Institute ⬇ https://t.co/r57xZtfHJ4
1 week
📆 [#Evento] La #transizioneenergetica è al centro del nostro impegno nella #sostenibilità. Della nostra expertise di #investimento nell'#idrogeno parliamo all'#Hydrogen Forum de Il Sole 24 Ore. 👉Le iscrizioni sono aperte a questo link: https://t.co/whMYJUxVJP https://t.co/XdW2uVTCYt
1 week 4 days
♻️ [#CircularEconomy] La gamma tematica di CPR AM si arricchisce di un nuovo fondo azionario dedicato all'#economiacircolare, ora a disposizione della clientela retail. Scopri di più ⤵️ https://t.co/uOT7uDrVuW
