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Cross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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Cross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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Our Convictions: February 2017
The election of D. Trump to the presidency of the United States had several major consequences on the financial markets...
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Amundi Outlook 2017
As we enter 2017, we would like to take a step back and reflect on the evolution on the macro-financial system in which we operate.
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Cross Asset Investment Strategy: March 2017
This month, we present the main issues and scenarios relating to French presidential and legislative elections, as well as the most likely market impacts.
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Our Convictions: March 2017
No major changes on the macroeconomic front last month, but, rather, a confirmation of trends that we had already factored into our asset allocation.
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Positioning Value in Portfolio Construction download
Risk factors and their relationship with different macroeconomic environments are well understood. But in recent years these factors have not behaved as expected.
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A broad range of ETFs to capture the potential of European equities download
Improving macroeconomic indicators & attractive valuations: all signs seem to point toward the European equity market picking up in 2017.
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French Presidential Elections: Macron president - risks disappear...Back to fundamentals
The second round of the presidential election provided the name of the winner: E. Macron is the next president of the French Republic (66% of the votes).
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Our Convictions: May 2017
We have repeatedly mentioned how financial markets have tended to overestimate the risks of European elections, underestimate the fears of the Brexit and overestimate hopes on Trump’s economic policy.
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Cross Asset Investment Strategy: June 2017
Can global trade, which has declined sharply over the past decade, contribute to accelerating growth with consumption, investment and fiscal and tax policies?
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Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee...
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Cross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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Cross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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German Elections: Investment views
The prospects for the German economy will not change dramatically, although there will be a moderate fiscal stimulus.
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Opportunities ahead in Asia EMs, despite increasing geopolitical tensions
EM Asian economies outlook has been improving and it’s expected to mildly improve further. We closely monitor geopolitical risk in the region.
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CHINA: 19th party congress and beyond
What are the key takeaways from the 19th Party Congress?
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Analysing the Exposure of Low-volatility Equity Strategies to Interest Rates
At the dawn of a potential rise in rates triggered by Central Banks in both Europe and the United States, doubts are being raised about the ability of low-volatility portfolios to continue to deliver robust performance.
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A view on small and mid-cap equities moving towards 2018
The late-recovery is now broadening to all countries in Europe and their GDP components.
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Cross Asset Investment Strategy: December 2017
We believe 2018 will mark the transition from a full-speed reflationary phase, directional and bullish for risk assets (both credit and equities), towards a late phase of the financial market cycle. This could have far-reaching consequences for investors.
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