No systemic risk from SVB failure, but watch out for areas o...
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Global Investment Views
2.02.2023
Global Investment Views - February 2023
12
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- 12
Investment Outlook
21.11.2022
2023 Investment Outlook - Some light for investors after the storm
Understanding the macroeconomic and investment outlook for 2023.
More > 10 minutes
Global Investment Views
27.10.2022
Global Investment Views - November 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
5.10.2022
Global Investment Views - October 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
12.09.2022
Rational inattention at the core of central bank strategy
The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated the dramatic shift in spending from services to goods and the effects of such a shift.
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Global Investment Views
7.09.2022
Global Investment Views - September 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
Compass
31.08.2022
How to overhaul Europe’s outdated budget rules
Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.
More < 5 minutes
Thematic Paper
26.08.2022
Only a new policy regime can stop rampant inflation, but don’t count on it yet
The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.
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Global Investment Views
29.07.2022
Global Investment Views - August 2022
The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
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2 hours 13 min
📜 [Instit.Invest.] The Fed recently raised interest rates by 25bp, the most aggressive move since 2007. Explore our experts' analysis of the implications and consequences of the Fed's decision in our latest #InvestmentTalks ⤵ https://t.co/n5HdnvdlRK https://t.co/fWrHPrnpBt
1 day 7 hours
📜 [Instit.Invest.] During the weekend Swiss regulators engineered a takeover of Credit Suisse by UBS to limit the Credit Suisse crisis from spreading. Discover our experts' analysis about the recent banking sector developments ⬇ https://t.co/8hJtiCEpfL https://t.co/ppGUkznG0D
2 days 8 hours
🇮🇹 [#Videointervista] Dall'evento dedicato al lancio del nuovo @RepubblicaAF una video pillola di Gabriele Tavazzani, CEO in Italia, sul tema del ritorno di importanza nei portafogli dell'asset class obbligazionaria ⤵️ https://t.co/EMPb6Oz9dE #bondsareback #redditofisso #tassi
3 days
📜 [Instit.Invest.] The French government has approved a new pension law without a vote, which aims to increase the minimum retirement age from 62 to 64 by using article 49.3. Discover the current French economic climat in our latest #InvestmentTalks ⤵ https://t.co/AoHvu2CBP8 https://t.co/mf9t24hhTb
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🇩🇪 #Märkte | Der Anstieg der #Kerninflation (ohne #Energie und Lebensmittel) um 0,5 Prozentpunkte gegenüber dem Vormonat spricht für weitere #Zinserhöhungen. Mehr Infos in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡https://t.co/hR6JpKOYOC https://t.co/3YrrfufWWx
4 days
📜 [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
1 week
🇩🇪 #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
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🇮🇹 #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
1 week 1 day
🇩🇪 #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
1 week 2 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
