Asset Class Return Forecasts - Q2 2022
Must read articles
Russia
Monthly Cross Asset
5.05.2022
Market Scenarios and Risks - May 2022
We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month.
More < 5 minutes
Insights Paper
21.04.2022
The energy crisis heightens inflation fears - Strategies to protect portfolios from inflation risk
The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies investors can implement to protect their portfolios from inflation.
More 5 to 10 minutes
Investment Talks
15.04.2022
ECB strikes a somewhat dovish tone, despite inflation remaining top priority
We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months, with two hikes before year-end, followed by another in Q1 2023
More > 10 minutes
Thematic Paper
6.04.2022
Shifts & Narratives #16 - Investing in a fragmented world
One key aspect of the regime shift is the fall of globalization trend. In the piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification
More > 10 minutes
Investment Talks
5.04.2022
US economy and markets look resilient regarding the Russia-Ukraine crisis
Update on Ukranian crisis focusing on US economy and investment implications
More 5 to 10 minutes
Monthly Cross Asset
5.04.2022
Ukraine: where do we stand?
By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead to in the medium term.
More 5 to 10 minutes
Insights Paper
1.04.2022
When artificial intelligence meets economy: an analysis of the Ukraine war
Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on the future.
More > 10 minutes
Investment Talks
25.03.2022
A more fragmented Emerging Markets world amid the Russia-Ukraine crisis
The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.
More 5 to 10 minutes
Global Investment Views
24.03.2022
Global Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.
More > 10 minutesAmundi on Twitter
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🇮🇹 #Intervista | Ai microfoni di Asset & the City di Bluerating, Marco Pirondini conversa con Angela Antetomaso di prospettive del mercato azionario globale, viste dall'osservatorio di Amundi US. Guarda la puntata ⤵️.#value #volatilità #energia #inflazione https://t.co/4VBWlnYL1o
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📢#AmundiWIF22 | How can markets and policy conciliate energy access issues and the net-zero goal? 🗓Join us on June 10 to hear from @AmbMaryWarlick, Deputy Executive Director of the International Energy Agency (@IEA). ➡https://t.co/Ytq5jJey2t https://t.co/U4v5MFGb0w
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🚀#IntegratedReport | Amundi just published its first integrated report! To understand how financial and extra-financial objectives are integrated in its business model and long-term strategy, discover it now ➡ https://t.co/ditj22l3sS https://t.co/Fc15FFpHqg
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🇩🇪 #Märkte | Die letzte Börsenwoche im Überblick – für Sie kompakt aufbereitet in unserer Finanzmarktanalyse. Fokusthema: Die südasiatischen Zentralbanken schließen sich dem restriktiveren Kurs der #Fed an. Jetzt lesen: ⤵ ➡https://t.co/Dau81urEvQ https://t.co/VMAfoEJAPp
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📢#AmundiWIF22 | Amid the Ukraine Crisis, US-EU-China economic relations remain uncertain. What will be the consequences of war and inflation on the global economic policies? 🗓 Hear from @ojblanchard1 on June 9 and 10 ➡ https://t.co/Ytq5jJey2t https://t.co/xaCLqwk1bE
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🇩🇪 #Marktkommentar | Der Ukraine-Krieg, neue Lockdowns in China und die Aussicht auf #Zinserhöhungen belasten die Stimmung an den #Finanzmärkten. Monica Defend ordnet die globalen Marktentwicklungen für Anlegerinnen und Anleger ein. ⤵ ➡ https://t.co/eWsMyvoAum
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🇮🇹#SdR22 | Soluzioni attive e passive sono sempre più complementari e indispensabili per la costruzione di un portafoglio bilanciato. È questo in sintesi il messaggio della conferenza organizzata #AmundiETF con #FinecoAM al @salonerisparmio. Scopri di più: https://t.co/t4PGxk0HHK
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💻#IntegratedReport | D-2! On May 18, Amundi will publish its first Integrated Report. Do you want to better understand... the ecosystem in which Amundi operates? How it creates value for all its stakeholders? Stay tuned and don't miss its publication in less than 48 hours! https://t.co/vw10u5EVXE
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🎙 #Podcast | Monica Defend, Head of Amundi Institute, shares her views and talks about Amundi’s investment convictions in this month's podcast. ⤵ https://t.co/B5N4PVjCVW
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📜 [Instit.Invest.] Have recent indicators overstated GDP growth and how much should we discount on the downside? How long will the zero-Covid policy last? Discover all the answers on the Chinese situation in our latest #InvestmentConvictions ⤵ https://t.co/lS7syuGxox
