H2 2022 Investment Outlook - Life above zero: investors’ jou...
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Central Banks
Global Investment Views
1.07.2022
Global Investment Views - July 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
Investment Outlook
1.07.2022
H2 2022 Investment Outlook - Life above zero: investors’ journey at a time of rising rates
The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across Developed Markets (DM). In addition, since there will no longer be a synchronous global cycle, country risk is back.
More > 10 minutes
Discussion Paper
2.06.2022
The myth of the fiscal free lunch: beware of the trap. An investor’s viewpoint
Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
More > 10 minutes
Thematic Paper
2.06.2022
Shifts & Narratives #19 - The fiscal illusion: no free lunch for investors
Understanding why the idea of the fiscal 'free lunch' is an illusion while global debt remains at record highs, and moving into a more fragmented world.
More > 10 minutes
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
Monthly Cross Asset
6.05.2022
Upward pressures on inflation are the major market driver
We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
More 5 to 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
Insights Paper
21.04.2022
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.
More 5 to 10 minutes
ECB QE Monitor
14.04.2022
ECB QE Monitor - April 2022
The Eurosystem started its QE in March 2015
More 5 to 10 minutesAmundi on Twitter
22 hours 31 min
🇮🇹 [#BTP] Fari puntati sul debito pubblico italiano e relativo spread dei titoli di stato, nonchè sulle mosse della #BCE per prevenire il rischio di frammentazione. Scopri di più nell'analisi di Cosimo Marasciulo ⤵️ https://t.co/7cGYQUNbNC
1 day 2 hours
🚀#IntegratedReport | Creating value for our clients means being one step ahead of technology. For example, by developing new functionalities for ALTO*, the heart of our platform. ➡ To know more, visit https://t.co/ditj22CERs *Amundi Leading Technologies & Operations https://t.co/rCgwRaHBer
2 days 23 hours
📜 [Instit.Invest.] Markets are entering a tough phase of the regime shift as the risks over economic growth add to the red hot inflation backdrop. Our experts assess the investment implications of the repricing currently underway. To discover ⤵ https://t.co/MSShiaIohX
3 days 5 hours
🇩🇪 #Märkte | Die letzte Börsenwoche im Rückblick und aktuelle Analysen der Amundi-Experten – für Sie kompakt aufbereitet. Aktuelles Fokusthema: Die #Inflation stellt die #Zentralbanken weiterhin vor erhebliche Probleme. Jetzt lesen: ⤵ ➡https://t.co/jhUsLOcslo https://t.co/IO87ITUcgK
3 days 19 hours
📜 [Instit.Invest.] The apparent decline in the cost of capital and the underinvestment in the old economy over the past years has created a major distortion in the macroeconomic and financial landscape. Read on our expert’s analysis⤵ https://t.co/vKqDatksxi
1 week
🇮🇹 #Intervista | L'#energia è una risorsa sempre più preziosa e contesa. L'#idrogeno potrebbe essere la chiave di volta di una #transizioneenergetica non più rinviabile. Ne ha parlato Paolo Proli in una puntata di SpeechBox con Federico Rampini ⤵️ https://t.co/XbI12wtKgx
1 week
🇩🇪 #Märkte | Pascal Blanqué, Chairman des Amundi Instituts, sieht eine wesentliche Ursache für die drohende Stagflation darin, dass zugunsten der Technologiebranche lange Zeit zu wenig Kapital in die Old Economy investiert wurde. Mehr Lesen: ➡https://t.co/vKhX6qLxPB https://t.co/mwPESjiD4U
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🌍 #AmundiWIF22 | The impacts of the pandemic and the war in Ukraine were at the heart of discussions during the #AmundiWIF22. In the context of global shocks, we asked Dr. Luiz Fernando do Amaral, how can we make sure that #NetZero stays a priority to financial stakeholders? ⬇ https://t.co/HX3JS840eB
1 week
🚀 #IntegratedReport | Amundi’s ESG ambitions are in keeping with its determination to help redefine our society on the key topics of climate change and social cohesion. To know more on our objectives and actions ⬇ https://t.co/ditj22CERs
1 week 1 day
🇮🇹 #2025Ambition | Comunicata nei suoi tratti principali la #strategia che seguiremo di qui al 2025 per proseguire nel nostro percorso di crescita. Scopri di più ⤵️ https://t.co/iQi0sHmMXp
