Newsroom

London, UK, December 2, 2019

Quantitative Easing has destabilised the finances of pension plans and heightened the role of liquidity management

As quantitative easing reaches a point of diminishing returns, capital conservation and liquidity management have become paramount

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, 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%

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 we

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, December 3, 2018

European pension plans embracing innovation to tackle new era of low-return, high volatility

Europe’s pension plans are moving away from a formulaic investment approach to find good returns , as booming markets are now history

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

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

UK, August 16, 2018

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

Turkish crisis: Turkish Lira dep

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