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London, UK, November 24, 2022
2023 Global Investment Outlook : A glimmer of light after the storm ?
Risks will continue to abound, ranging from geopolitical tensions to high inflation
London, UK, December 19, 2019
Investment Talks - 2020 outlook for the US 10-year Treasury bond
London, UK, November 5, 2019
China's growth tremors: risks, opportunities and the road ahead
London, UK, October 11, 2019
Trump impeachment is likely, but impact on financial markets would be short-lived
UK, September 18, 2019
Amundi Investment Talks - View on Italy: beyond the short term
The end of the political crisis and next steps for the new government:
UK, September 18, 2019
Amundi Cross Asset Investment Strategy - September 2019
Trade war escalation and impact on world trade and economic growth Alessia Berardi, Deputy Head of Macroeconomic Research Trade tensions re-escalated
UK, September 18, 2019
Amundi Global Investment Views - September 2019
Back to school. Back to normal? Financial markets have been rattled in the past weeks over escalating trade war between t
August 23, 2019
Argentina: how recent events shape the investment outlook
Recent update on Argentina: Government’s decision to freez
London, UK, August 23, 2019
Investment Talks - Italian politics take centre stage
Political crisis and possible scenarios: The Deputy PM Mat
London, UK, July 15, 2019
Revisiting fixed income opportunities after the European institution appointments
London, UK, July 1, 2019
Global Investment Views - July 2019
Central banks fuel markets: illusion vs reality The journey from market complacency to awaren
London, UK, May 15, 2019
Investment Talks - Spain: Forming a coalition will take time, but the picture looks benign for investors
London, UK, May 15, 2019
Cross Asset - May 2019 - Investment Strategy
Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is clos
London, UK, March 5, 2019
Cross Asset - March 2019 - Investment Strategy
Licence for value hunting If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had chang
United Kingdom, February 7, 2019
Investment Talks - China more appealing based on progress in trade negotiations
Chinese New Year brings some hopes on the trade front, as some details are emerging on progress with the negotiations. We expect some sort of
United Kingdom, February 4, 2019
Cross Asset - February 2019 - Investment Strategy
After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn
United Kingdom, January 17, 2019
Investment Talks - Brexit deal voted down: what happens now?
Developments and scenarios ahead: The Brexit deal’s defeat in Parliament was expected, but the size of the loss was not – the result
United Kingdom, January 8, 2019
Investment Talks - Brexit muddle-through towards the approaching the parliamentary vote
Developments and scenarios ahead: The Brexit-related newsflow since the UK/EU agreement on 25 November 2018 has been quite intense.
London, UK, January 3, 2019
Global investment Views - January 2019
Focus on fundamentals to ride turbulent markets
United Kingdom, December 31, 2018
Investment Talks - Central banks in focus: assessing the path ahead for the Fed
US economy: We expect the US economy to grow above potential in 2019 and to gradually converge to its long-term growth rate of around 2%
London, Royaume-Uni, December 13, 2018
Investment Talks - Why investors should care about French "yellow vests" protest
The Gilets Jaunes (Yellow Vests) are a largely spontaneous protest movement that emerged in France, in October. With no declared political affiliation,
United Kingdom, December 3, 2018
Investment Talks - From G20: short-term relief, but it is not the final word on trade disputes
The latest G20 demonstrates some temporary progress in the US/China rel
United Kingdom, November 27, 2018
Investment Talks - Brexit: Where do we stand and what should investors expect?
Where we stand and possible scenarios ahead: After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliam
United Kingdom, November 9, 2018
Investment Talks - US Midterm election: A divided Congress opens two possible scenarios
Key takeaway: In the midterm election Democrats win the House and the GOP (Grand Old Party) strengthens its position in the Senate. Possible scenarios ahead: We believ
London, Royaume-Uni, October 25, 2018
Global Investment Views - November 2018
London, Royaume-Uni, October 16, 2018
Investment Talks - Bavarian elections: European political landscape continues to evolve
The outcome: The election result in Bavaria marked the defeat of the conservative CSU, which lost its absolute majority, and of its junior ally, the
United Kingdom, October 12, 2018
Investment Talks - Late cycle features at play: more pain, but not the end of the game
Market sell-off: a late cycle feature where uncertainty due to tariffs, rates and oil prices are sending some red signals. Autumn comes with a change
Londres, Royaume-Uni, October 11, 2018
Amundi Cross Asset Investment Strategy - October 2018
US midterm election: potential economic agenda and market implactions
United Kingdom, October 2, 2018
Investment Talks - Italian budget proposal under scrutiny
The key points of the budget law. The Italian Government negatively surprised the markets by announcing a substantially increased budget deficit targ
United Kingdom, September 26, 2018
Global Investment Views - October 2018
Price dislocations lead to a rise in contrarian views
United Kingdom, September 13, 2018
Amundi Cross Asset Investment Strategy - September 2018
10 years from Lehman: reality check
UK, August 16, 2018
Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained
Turkish crisis: Turkish Lira dep
United Kingdom, July 30, 2018
Research Paper - Global Investment Views - August 2018
The dominance of politics: investment implications
United Kingdom, July 4, 2018
Investment Talks - Protectionism intensifies: country and sector selection to mitigate its effects
KEY INSIGHTS: Our view: As a base case, we expect limited tariffs will be implemented on different fronts with relatively controlled macro impacts while
United Kingdom, June 26, 2018
Research Paper - Global Investment Views - July 2018
A cloudy summer
Paris, France, May 31, 2018
How to play the oil price swings
Oil price: We confirm our target price for the next 12 months in the range of $60-70 per barrel. Geopolitical risks have pushed the price up above 70$ per barrel in the past weeks.In
Italy, May 29, 2018
Italy towards new elections
Political uncertainty: On May 27th, the designated Prime Minister Giuseppe Conte gave up his mandate to form a Government. The Italian President acted promptly and gave Prof Carlo Co
United Kingdom, May 24, 2018
Italian political transition following nuclear paths. Wise to wait and see.
KEY INSIGHTS:
United Kingdom, May 24, 2018
Research Paper - Global Investment Views - June 2018
Go the extra mile, but check the exits
United Kingdom, May 15, 2018
Italy on watch list
Political uncertainty in Italy remains high. The probability of a Government formed between the 5Star Movement (M5S) and the League (the most voted party in the centre right coalitio
United Kingdom, May 3, 2018
Russia: the fundamental story is intact, sanctions pose downside risks
KEY INSIGHTS: The macro outlook: The outlook for the Russian economy is positive, supported by expansive monetary policy, robust global trad
United Kingdom, April 30, 2018
Charting an investment path through the fog
While in 2017 financial markets largely ignored geopolitical risks, as they were more inclined to read the Goldilocks narrative, this mood now appears to be changing. In an environme
United Kingdom, April 6, 2018
Amundi Cross Asset - April 2018
Stay on course, despite looming noise While still benefitting fro
