Amundi Asset Management

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  • Global Investment Views - May 2019 download

    White papers 25 April 2019

    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 performances of emerging markets have also been very strong.

  • Time to increase risk exposure: start with emerging markets and credit download

    White papers 29 January 2019

    The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility. According to our analysis, market participants priced in twice the slowdown risk that economic fundamentals justified.

  • Cross Asset Investment Strategy - December 2018 weblink

    White papers 13 December 2018

    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 shows that each year, on average, 76% of major asset classes (including different regional government bonds, equity, inflation-linked, currency and commodities) recorded positive performances.

  • What lies ahead for the US economy and markets? weblink

    White papers 14 November 2018

    The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world. Moving towards the end of the year and into 2019, global investors have started to raise questions about whether the US economy and business sector will continue to shine, how inflation will evolve, and which direction the Federal Reserve will take going forward.

  • Asset Class Return Forecasts: Q4 2018 weblink

    White papers 6 November 2018

    We stick to the view that 2018 will be the peak of the global economic cycle. 2019 will most likely be a year of deceleration albeit with still above trend growth, before a further slowdown of growth towards potential in 2020.

  • The Fed adopts a cautious approach for 2020-2021 weblink

    White papers 28 September 2018

    What to retain from the Fed meeting?

  • Turkey shakes summer thin markets, but contagion risk is contained weblink

    White papers 14 August 2018

    The domestic boom has been financed by private debt (mainly external debt). Well before this week’s crisis, Turkey was the most vulnerable country in our EM ranking...

  • Asset Class Return Forecasts: Q3 2018 weblink

    White papers 1 August 2018

    The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020.

  • Cross Asset Investment Strategy: May 2018 weblink

    White papers 7 May 2018

    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.

  • Global Investment Views: May 2018 weblink

    White papers 24 April 2018

    Charting an investment path through the fog...

  • Global Investment Views: March 2018

    White papers 2 March 2018

    A wake-up call for markets. Remain vigilant.

  • What the recent market move means for European credit

    White papers 19 February 2018

    Not a cycle reversal. We qualify the recent price actions as corrections, not as a cycle reversal. This position is mainly supported by past performance: profit taking is appealing when volatility increases.

  • The improvement of peripheral bonds’ fundamentals has accelerated

    White papers 16 February 2018

    Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about  Eurosceptic movements, and the announcement on 26 October of a smaller-than-expected reduction in ECB’s QE for 2018 (monthly purchases lowered from € 60 bn to €30bn).

  • Cross Asset Investment Strategy: February 2018

    White papers 9 February 2018

    The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.

  • Quarterly Asset Class Return Forecasts: Q1 - 2018

    White papers 6 February 2018

    The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK. Such growth is to be reflected in ever higher equity price levels and thus expected to become costlier with respect to the most recent valuations.

  • US credit: don’t worry about the macro, focus on technicals

    White papers 2 February 2018

    What should we expect for US credit in 2018, in a context where spreads and volatility are closing in on cycle lows?

  • Global Investment Views: February 2018

    White papers 26 January 2018

    The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.

  • Cross Asset Investment Strategy: January 2018

    White papers 11 January 2018

    Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high.

  • The FED and tax reform: what's next for fixed income investors?

    White papers 18 December 2017

    Fed: The FOMC decided to raise the fed funds target range for the third time this year to 1.25-1.50%.

  • Credit Continuum: How to make it happen

    White papers 12 December 2017

    The Credit Continuum solution, while being a Buy & Watch solution, offers a high flexibility in terms of calibration of the key investment parameters and set of market segments.

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