Amundi Asset Management

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  • Cross Asset: 2017 and beyond

    White papers 22 November 2016

    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.

  • Cross Asset Investment Strategy: January 2017

    White papers 16 January 2017

    As 2017 begins, it is helpful to take stock of the key issues coming into focus.

  • Our Convictions: February 2017

    White papers 16 February 2017

    The election of D. Trump to the presidency of the United States had several major consequences on the financial markets...

  • Cross Asset Investment Strategy: February 2017

    White papers 16 February 2017

    The rise in long-term  interest rates raises a crucial question: is it a change in regime, a change in level, or a correction within a band of fluctuation that will remain low? The purpose of this article is to answer this question.

  • Cross Asset Investment Strategy: March 2017

    White papers 15 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.

  • Our Convictions: March 2017

    White papers 16 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.

  • Cross Asset Investment Strategy: April 2017

    White papers 6 April 2017

    The Trump effect, the Brexit effect, and the impact of European elections… What if everyone – or nearly – were wrong?

  • Our Convictions: April 2017

    White papers 7 April 2017

    Three major events during the past month...

  • Cross Asset Investment Strategy: May 2017

    White papers 5 May 2017

    The purpose of this article is to present the state of affairs on the polls, the priorities of the French and to recall the program of the two candidates as well as the major issues: to obtain a parliamentary majority for E. Macron, to obtain a parliamentary majority and to clarify her position on Europe for Marine Le Pen.

  • Our Convictions: May 2017

    White papers 9 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.

  • Cross Asset Investment Strategy: June 2017

    White papers 30 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?

  • Our Convictions: June 2017

    White papers 7 July 2017

    What’s new in recent weeks?

  • Global Investment Views: July 2017

    White papers 1 August 2017

    CIO views: High conviction ideas from Amundi Global Investment Committee...

  • Cross Asset Investment Strategy: July 2017

    White papers 1 August 2017

    FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.

  • Cross Asset Investment Strategy: September 2017

    White papers 19 September 2017

    Find the latest edition of Amundi Research team’s monthly publication.

  • Markets underestimate Fed’s ability to hike rates

    White papers 22 September 2017

    Financial markets remain cautious about the ability of the Fed to hike the fed funds over the coming quarters: indeed, a majority of investors expect, at best, a single hike until the end of 2018. We think that this view is too pessimistic.

  • US HY default rates: trends, projections and perspectives

    White papers 29 September 2017

    The current low default rate regime of US HY issuers is the longest in recent decades and has also survived the latest commodity-driven mini cycle: the latter is close to its end and short-term expectations point to a further fall of the DR to around 3% in the coming quarters.

  • What higher bond yields may mean for corporate bond valuations

    White papers 29 September 2017

    Both US and European credit markets have delivered a fairly positive yearto- date performance; supported by falling political risk, excess returns versus underlying government bonds proved to be particularly strong for EUR corporate bonds in the second quarter.

  • Will the reshuffling of the FOMC change the monetary policy outlook in the United States?

    White papers 3 October 2017

    Donald Trump should announce in the coming weeks his choice for the post of chair of the Board of Governors.

  • Back to long-term investing in the age of geopolitical risk

    White papers 8 December 2017

    A sunny outlook with cloudy skies. That’s how investors see their current investment prospects.

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