Asset Class Return Forecasts - Q2 2022
Must read articles
Russia
Amundi Discussion Video
24.03.2022
Hubert Védrine speaks about the Ukraine conflict: Focus Europe and globalisation
Amundi Institute chairman, Pascal Blanqué, interviews Hubert Védrine, former French Minister of Foreign Affairs, on his views on the ongoing situation in Ukraine and Russia.
More > 10 minutes
Amundi Discussion Video
17.03.2022
Sir Simon Fraser speaks about the Ukraine conflict: Focus Europe and globalisation
Amundi Institute chairman, Pascal Blanqué, interviews Sir Simon Fraser, the former Head of the UK Foreign Office and Diplomatic Service. Sir Simon shares his view on the ongoing situation in Ukraine and Russia.
More > 10 minutes
Investment Talks
11.03.2022
Russia-Ukraine: a lot of bad news already priced in, but the outlook is deteriorating
We expect inflation to trend higher across emerging and developed markets and growth to be lower than initially expected, with higher risks for Europe and in particular countries more vulnerable to sanctions and energy price dynamics.
More > 10 minutes
Investment Talks
7.03.2022
Russia-Ukraine: an uncertain outcome calls for higher focus on liquidity
There are multiple scenarios for the continuation of the crisis. What is certain is that volatility will persist and real interest rates will remain in negative territory for a while.
More > 10 minutes
Monthly Cross Asset
2.03.2022
Special Ukraine
The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.
More 5 to 10 minutes
Monthly Cross Asset
2.03.2022
Market Scenarios and Risks - March 2022
We amend the narrative of our scenario to take into account the consequences of the war in Ukraine.
More < 5 minutes
Monthly Cross Asset
2.03.2022
Macroeconomic Picture - March 2022
Macroeconomic Picture by area and Macro and Market forecast.
More < 5 minutes
Monthly Cross Asset
2.03.2022
Cross Asset Investment Strategy - March 2022
Find the latest edition of our Research team's monthly publication.
More > 10 minutes
Thematic Paper
2.03.2022
Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s
Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.
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
