Fiscal policy
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Monthly Cross Asset 2.12.2022 When fiscal policy puts the European institutions under pressure

After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated. Only the broad outlines of the reform have been presented.

More 5 to 10 minutes
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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
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Letter 5.10.2022 Amundi Pension Funds Letter - Special Edition: UK LDI Crisis

Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related to their leveraged LDI strategies.

More > 10 minutes
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Investment Talks 28.09.2022 UK market turmoil points towards further volatility in global currencies

Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications on global currencies.

More < 5 minutes
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Compass 31.08.2022 How to overhaul Europe’s outdated budget rules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
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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
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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
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Monthly Cross Asset 6.12.2021 Will the US policy mix "build back better"?

On 19 November, the House of Representatives (HoR) passed the Build Back Better Act (BBB). The bill will now be considered by the Senate. This is a big step forward for the Biden administration, especially since this vote comes just after President Biden signed the infrastructure plan into law.

More < 5 minutes
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Monthly Cross Asset 6.10.2021 The Eurozone Gordian knot: how to reform the fiscal framework without abandoning fiscal discipline?

Reforming the European fiscal framework would improve the resilience of the Eurozone...provided that fiscal discipline is not abandoned.

More 5 to 10 minutes

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