Global Investment Views - September 2022
Must read articles
Scenarios
Monthly Cross Asset
11.07.2022
Market Scenarios and Risks - July/August 2022
We keep the probabilities of our central and alternative scenarios unchanged vs. last month. The new wave of Covid-19 and stagnation in the Eurozone are adding growth uncertainty over the short-term.
More 5 to 10 minutes
Monthly Cross Asset
3.06.2022
Market Scenarios and Risks - June 2022
We keep the probabilities of our central and alternative scenario unchanged versus last month but amend the narrative to take into account the evolving geopolitical situation (see Ukraine crisis tree).The new wave of Covid-19 in China and stagnation in the Euro-area are adding growth uncertainty over the short-term.
More 5 to 10 minutes
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.
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Monthly Cross Asset
8.04.2021
Market Scenarios and Risks - April 2021
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Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
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Amundi on Twitter
1 hour 22 min
🖊 #Prensa | Amaury d’Orsay, Director de Renta Fija, en la revista de septiembre de @FundsPeople sobre la #EmergenciaClimática: la #TransiciónVerde debe ser socialmente aceptable. El artículo completo ⤵ https://t.co/ySY7KQSXus https://t.co/RFHVWiSErI
3 hours 22 min
📜 [Instit.Invest.] The economic outlook is dimming, and a recession by 2023 seems inescapable. Central banks will continue to raise interest rates but the return to price stability will take some time. Discover more in our #ResearchCenter ⤵ https://t.co/SA6jtlYMPT
6 hours 14 min
📢 #Appointment | Francesca Ciceri is appointed Head of Institutional Clients Coverage. All information ⤵ https://t.co/IA1tazllVw https://t.co/o8LgX8qrmN
8 hours 7 min
🚀 #Strategy | Amundi, and @CACEIS announce the strengthening of their strategic agreement to accelerate the development of Fund Channel , the B-2-B fund distribution platform. More information ⤵ https://t.co/cBbHuJb8F1 https://t.co/2kqjGrwAj3
11 hours 53 min
📣 #Replay | We were delighted to support Singapore’s first-ever summit dedicated to exploring the growth, opportunities and challenges in the #WealthTech space – the 2022 @endowus WealthTech Conference. To watch the replay ⤵ https://t.co/H3qbyeHLmS https://t.co/GWRCkCdZpO
22 hours 1 min
📢 #Appointment | Natacha Andermahr is Head of Communications as of 1st September. She also becomes a member of Amundi's Executive Committee. More information ➡ https://t.co/teg0GSjir5 https://t.co/XJSicGI5y5
1 day 3 hours
🇩🇪 #Marktkommentar | Die Risiken für das Wirtschaftswachstum nehmen wieder zu und das #Stagflationsszenario scheint für Europa das wahrscheinlichste. Lesen Sie jetzt, was Anleger im aktuellen Marktumfeld beachten sollten. ⬇ https://t.co/pzLPQPJ8Ip #AssetManagement #Inflation
1 day 3 hours
📣 #Event | Join us at @EuroFinance International Treasury Management conference in Vienna from September 21st-23rd 2022 alongside 2000 of the world’s most senior #treasury professionals. Meet us at Stand L45. To find out more ⤵ https://t.co/JYS5ibDDT9 https://t.co/U3D7ezC3L7
1 day 5 hours
🗞 #Press | Is it time to look at bonds again? Yesterday our experts argued that the environment is supportive again for bonds on the back of more attractive valuations as the era of zero or negative interest rates is coming to an end. More on @Reuters ⤵ https://t.co/OXpwlx34eh
1 day 21 hours
📜 [Instit.Invest.] The fact that we are entering a period of stagflation in Europe leads us to change our central scenario forecast. Some risks are materialising, which proves that the market is deteriorating. Discover more on our experts' forecast ⤵ https://t.co/lva4prtQ1f
