No systemic risk from SVB failure, but watch out for areas o...
Must read articles
Equity market
Monthly Cross Asset
6.03.2023
European equities are favoured in a fragile earnings outlook
69
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- 69
Thematic Paper
20.02.2023
A year of war in Ukraine: accelerating the energy transition and fragmentation
30
The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.
More > 10 minutes- 30
Thematic Paper
10.02.2023
Italy: where prudence meets potential
23
As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through structural reforms, generating new opportunities for investors.
More > 10 minutes- 23
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
Thematic Paper
13.01.2023
What Artificial Intelligence reveals about share price reactions?
What AI reveals about stock prices?- this piece outlines research by Amundi on the usefulness of using AI in stock analysis and valuation.
More > 10 minutes
Working Paper
13.01.2023
What do we Learn from a Machine Understanding News Content? Stock Market Reaction to News
Using textual data extracted by Causality Link platform from a large variety of news sources (news stories, call transcripts, broker research, etc.), we build aggregate news signals that take into account the tone, the tense and the prominence of various news statements about a given firm.
More > 10 minutes
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
Investment Talks
21.11.2022
UK Fiscal Budget: main political, social and market implications
Understanding the latest UK budget and its main political, social and market implications
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 minutesAmundi on Twitter
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
3 days 3 hours
🇩🇪 #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
1 week
🇮🇹 #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
