Newsroom

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 Regional divergences will intensify amid tug-of-war between monetary and fiscal policies Global gro [...]

London, UK, December 1, 2020

Covid-19 has made anti-fragility the single most important concern for Europe’s pension industry

London, UK, November 13, 2020

Opportunities from great rotations: cyclical and value stocks, EM assets to outperform in 2021

London, UK, December 19, 2019

Investment Talks - 2020 outlook for the US 10-year Treasury bond

London, UK, November 28, 2019

2020 Investment Outlook : Stay agile amid diverging scenarios

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: The new pro- European government looks to be willing to move in a different direction vs the previous one, with an [...]

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 during the summer. Starting on 1 [...]

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 the US and China as both imposed tariffs and counter-tariffs on [...]

August 23, 2019

Argentina: how recent events shape the investment outlook

Recent update on Argentina: Government’s decision to freeze energy prices and suspend VAT on certain products will complicate fiscal metrics. The country is likely to miss the IMF tar [...]

London, UK, August 23, 2019

Investment Talks - Italian politics take centre stage

Political crisis and possible scenarios: The Deputy PM Matteo Salvini recently withdrew his party’s support to the coalition government headed by PM Giuseppe Conte, calling for a vote [...]

London, UK, July 15, 2019

Revisiting fixed income opportunities after the European institution appointments

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 close to last year’s peak and the per [...]

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 changed. The year started on str [...]

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 conditional deal to be reached; however, un [...]

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 in Fed rhetoric and an increas [...]

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 of 432 votes against versus 202 for was quite a [...]

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. In our view, it has slightly increased the probabilit [...]

London, UK, January 3, 2019

Global investment Views - January 2019

Focus on fundamentals to ride turbulent markets Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas: From economic deceleration to [...]

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% in 2020 as the boost provided by fiscal expansio [...]

December 17, 2018

Amundi Cross Asset Investment Strategy - December 2018

Strategies for tough markets This year has proven to be challenging for portfolio construction, as well as regarding returns. To put this into perspective, for 2009-17, our analysis sh [...]

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 relationship. An increase of tariff rates in January 2019 was put on hold and the possibility for an additional tranc [...]

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 parliamentary vote on Brexit Withdrawal Agr [...]

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 believe there are two p [...]

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 SPD. An increase in political fragme [...]

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 of mood in the market triggered by [...]

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 target for 2019-2021 to 2.4% in a move t [...]

UK, August 16, 2018

Investment Talks - Turkey shakes summer thin markets, but contagion risk is contained

Turkish crisis: Turkish Lira depreciation in August is the consequence of an unsustainable growth regime financed by rising private debt (mainly external debt), combined with a current [...]