Cross Asset Investment Strategy - May 2021
Must read articles
USARDI Annalisa
Monthly Cross Asset
5.05.2021
2021 Recovery to continue and beat potential
Goldilocks continues to allow a tempered risk on positioning. Longer term, growth will likely revert to potential amid a normalised inflation rate (at least in ...
More 5 to 10 minutes
Monthly Cross Asset
27.05.2020
Thematics Views - June 2020
16
As part of their toolkit to support the economic recovery during the Covid-19 crisis, central banks could implement yield-curve control.
More > 10 minutes- 16
Investment Talks
20.05.2020
Focus on Italy: macroeconomic and fixed income scenario
59
The global background and Italy: if we wanted to characterise the contraction and recovery pattern, we would probably describe it as a ‘long U-shaped’ recovery;...
More < 5 minutes- 59
Monthly Cross Asset
30.04.2020
Contraction > recovery > late cycle: a cycle round trip in three years
15
The pandemic outbreak altered the cycle of financial regimes we had in mind at the end of 2019, with consequences extending over the medium term: after a sharp ...
More 5 to 10 minutes- 15
Monthly Cross Asset
9.03.2020
Thematics Views - March 2020
24
From unemployment and inflation to climate change and social inequality, central banks (CB) are on the frontlines. In the context of the ECB’s and the Federal R...
More > 10 minutes- 24
Monthly Cross Asset
5.02.2020
Investment Phazer Update: downward trend is confirmed
10
While in the short term we do expect some temporary relief coming from positive economic surprises and supportive news on the trade front (should coronavirus im...
More 5 to 10 minutes- 10
Insights Paper
17.01.2020
Economic resilience, Fed and elections to drive US markets in 2020
33
2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index up almost...
More > 10 minutes- 33
Thematic Paper
14.01.2020
U.S. inflation... What's up?
27
From the CPI data, in particular the HCPI, one would get the sense that inflation has decelerated and stabilised somewhat. Yet, alternative CPI measures stand w...
More 5 to 10 minutes- 27
Thematic Paper
18.10.2019
Italy: few ambitions from the new budget framework
18
On 30 September the newly formed Italian government released an update to April’s Economic and Finance Document, with new fiscal plans for the years 2019 to 202...
More 5 to 10 minutes- 18
Amundi on Twitter
1 hour 59 min
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
5 hours
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
7 hours 31 min
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
8 hours 31 min
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
10 hours
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1 day 8 hours
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
2 days 2 hours
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
3 days 9 hours
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
4 days 4 hours
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1 week
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
1620399691
🇮🇹 #AssetAllocation | Nei mercati prevale la fiducia e ciò favorisce un contesto di propensione al rischio da giocare nei portafogli attraverso l’esplosione azionaria, ma attenzione all’euforia. Ne parla Matteo Germano ⤵️. https://t.co/s5IltuCems
1620388831
🎥 #MarketReview | In April, COVID-related news continued to be under the spotlight. While case growth has resurged in Germany and more widely in Emerging Markets, the vaccination progress supports market confidence. ➡ Monica Defend gives her analysis ⤵ https://t.co/qsxd9YqSMF
1620379804
📃 [Instit.Invest.] 💬 “In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.” ➡ Discover our experts’ forecasts on market #scenarios and #risks for May 2021 ⤵ https://t.co/DfHSMuslL4
1620376204
🇮🇹 #Intervista | Ad Asset & The City Alessia Berardi, intervistata da Angela Antetomaso, parla di #mercatiemergenti, #covid, #vaccinazioni, #ripresa, #inflazione, #banchecentrali, #tassi, #dollaro e altro ancora. ➡ Replay disponibile a questo link ⤵ https://t.co/xcxfxV9xCS
1620370846
🔍 #ETF | ETFs have a key role to play in democratizing #ESG investing, redirecting capital for good, and empowering investors to have an impact. ➡ See insights from #ETF investors and Amundi by downloading this report from @ETF_Stream ⤵ https://t.co/cy0TLCkRR9
1620291608
📃 [Instit.Invest.] 💬 “Thanks to an extremely accommodative policy mix, the US economy should return to pre-pandemic levels by mid-year.” ➡ Discover our #MacroEconomic picture for May 2021 on developed and emerging countries in our #ResearchCenter ⤵ https://t.co/mLE7fS8uXh
1620226859
🇩🇪 #Marktausblick | Im letzten Jahr profitierte #China von dem Motto "first in, first out" und wird auch weiterhin ein globaler #Wachstumsmotor sein. Jetzt gilt es, die globale #Wirtschaftserholung zu stärken und Blasen zu vermeiden.⤵ ➡https://t.co/NWRraqN6iM #AssetManagement
1620115220
🇩🇪 #Märkte | US-Notenbankchef Powell bekräftigte den expansiven Fed-Kurs, der die Aktienmärkte in den letzten Monaten beflügelt hat. Die Einschätzung unserer Experten finden Sie in unserer wöchentlichen Finanzmarktanalyse: ⤵ ➡ https://t.co/WM6fiEgpAV
1620044216
🇨🇿 #Golf | Přesně za měsíc startuje letošní ročník prestižního dámského golfového turnaje #AmundiCzechLadiesChallenge. Srdečně zveme na turnaj 3.-5.6. 2021 do Golf&Spa Resort Konopiště a pevně věříme, že situace dovolí mít diváky přímo na místě. ⤵ https://t.co/KwVwBr0LRJ
1619795517
📄#Tribune | 🗨 "6 years on from the Paris Agreement, we have the objective: limiting temperature rise to 1.5°C above pre-industrial averages, which means reach net-zero carbon emissions by 2050. But do we have the plan?" Read Jean-Jacques Barbéris' article for @OECD series https://t.co/Z0iD20DtCD
