Must read articles

Earnings
RC-2023-03-This-Months-Topic-Slider
Monthly Cross Asset 6.03.2023 European equities are favoured in a fragile earnings outlook
68

Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors are suffering the most and we confirm a cautious view.

More 5 to 10 minutes
  • 68
RC-GIV-slider
Global Investment Views 24.11.2022 Global Investment Views - December 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
RC-2022.09-thematic-global-views-slider
Monthly Cross Asset 12.09.2022 Q2 earnings season – strong results helped support the summer rally

The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.

More 5 to 10 minutes
RC-GIV-slider
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.

More > 10 minutes
RC - Cross asset June 2022 - this month topic
Monthly Cross Asset 3.06.2022 A look under the surface of the first quarter earnings season

The excellent results of the first quarter also conceal weaknesses.

More 5 to 10 minutes
RC-2021.12-This-Month's-Topic-slider
Monthly Cross Asset 6.12.2021 Q3 earnings season: results better than expected but doubts remain about next year

Q3 21 results were generally well above expectations, which was not taken for granted given the bottlenecks and higher input costs. However, the 2022 consensus remained very cautious, with EPS forecasts at best equivalent to nominal GDP growth! Good surprises cannot therefore be ruled out.

More 5 to 10 minutes
2021.06 - Monthly Cross Asset - First quarter 2021 results
Monthly Cross Asset 2.06.2021 First quarter 2021 results: a far better-than-expected rebound that augurs well for the full year

Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021. This could mean a new, earnings-driven phase in the equity market rally.

More 5 to 10 minutes
2021-03-CA-slider-thematic-3
Monthly Cross Asset 3.03.2021 Q4 earnings season: an impressive resilience that supports our pro-cyclical views
30

Given the context, Q4 2020 corporate earnings proved resilient.

More 5 to 10 minutes
  • 30
cross-asset-2020-06-Slider.png
Monthly Cross Asset 27.05.2020 In the wake of first-quarter reporting season, the consensus is probably still too optimistic

At -12% for the S&P 500 in the US and -35% for the Stoxx 600 in Europe, first-quarter results were hit hard by the pandemic, even though it had hardly begun by the end of the quarter.

More 5 to 10 minutes

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