13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
8/11/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2019 Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth...
6/08/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2019 We expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven...
11/06/2019 Economy & Markets The Road Back to the 70s Implications for Investors History shows that the economy and financial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives...
10/05/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2019 This document includes the perspective of Amundi on asset returns used to build reference portfolios for our institutional clients.
27/02/2019 Capital Market Assumptions Asset Classes Views: Medium and long term expected returns Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly...
14/01/2019 Economy & Markets Investment perspectives for a new regime of returns After two years of positive performance across the board, with almost no asset class in negative territory, 2018 is marking a change of direction, with...