No systemic risk from SVB failure, but watch out for areas o...
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Fixed income
Global Investment Views
24.03.2023
Global Investment Views - April 2023
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
More > 10 minutes
Investment Talks
20.03.2023
France: The pension reform puts politics under strain, but major instability unlikely
26
Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities and bonds.
More 5 to 10 minutes- 26
Investment Talks
17.03.2023
ECB increases rates: the job on inflation is not done yet, but expect a softer path
25
Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
More 5 to 10 minutes- 25
Global Investment Views
24.02.2023
Global Investment Views - March 2023
89
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- 89
Global Investment Views
22.12.2022
Global Investment Views - January 2023
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
2.12.2022
European fixed income: the difficult equation if the energy crisis persists
Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
More 5 to 10 minutes
Insights Paper
5.07.2022
Insurers' buy and maintain portfolios and sustainable investment
This article aims to explore how the inclusion of Environmental, Social, and Governance (ESG) criteria became a critical part of the management of Buy & Maintain (B&M) portfolios for insurers and other long-term investors...
More > 10 minutes
Investment Talks
29.06.2022
Focus on Spain: macroeconomic projections and fixed income view
The energy crisis in Europe, coupled with supply chain bottlenecks worldwide, and accelerated monetary tightening are the major headwinds for the Eurozone and for the Spanish economy.
More 5 to 10 minutes
Investment Talks
21.06.2022
French elections results open a phase of political gridlock
The fragmentation of votes into irreconcilable political blocs with no absolute majority creates a political situation unprecedented under the Fifth Republic.
More 5 to 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
