Asset Class Return Forecasts - Q2 2022
Must read articles
Scenarios
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
Monthly Cross Asset
4.10.2021
Market Scenarios and Risks - October 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More < 5 minutes
Monthly Cross Asset
8.09.2021
Market Scenarios and Risks - September 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More 5 to 10 minutes
Monthly Cross Asset
2.07.2021
Market Scenarios and Risks - July 2021
On the back of our quarterly updates, we have reviewed the narrative and the probabilities of our central and alternative scenarios.
More 5 to 10 minutes
Monthly Cross Asset
2.06.2021
Market Scenarios and Risks - June 2021
We maintain the narrative and probabilities of our central and alternative scenarios. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
More 5 to 10 minutes
Monthly Cross Asset
4.05.2021
Market Scenarios and Risks - May 2021
We note progress on the vaccine front despite logistics and side effects issues.
More 5 to 10 minutes
Monthly Cross Asset
8.04.2021
Market Scenarios and Risks - April 2021
111
Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
More < 5 minutes- 111
Monthly Cross Asset
3.03.2021
Market Scenarios and Risks - March 2021
320
This month, we maintain the probabilities and narrative of our central and alternative scenarios.
More 5 to 10 minutes- 320
Monthly Cross Asset
2.02.2021
Market scenarios and risks - February 2021
44
This month, we maintain the probabilities and narrative of our central and alternative scenarios.
More 5 to 10 minutes- 44
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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
