Amundi Asset Management

2018 Top 400 ranking: 9http://www.amundi.com

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Amundi

Asset Class Return Forecasts: Q3 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. 

At this stage, the main driving force behind the expansion is domestic demand. Global trade, which lost momentum in H1 with uncertainty about tariffs, is not expected to drive growth in 2019. However, with the output gap progressively closing, global inflation is expected to continue picking up; this is particularly true in the US where the economy is reaccelerating. While in the Eurozone, signs of upside pressure on core inflation are still to be seen.

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Head Office
90, boulevard Pasteur
Paris
75015
France
Company website:
http://www.amundi.com
Year Founded:
2010
No. of investment offices worldwide:
6

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What’s new

  • China more appealing based on progress in trade negotiations

    China more appealing based on progress in trade negotiations

    White papersThu, 7 Feb 2019

    The recent statements following the bilateral meetings between the US and China suggest that important progress has been made, and more details are emerging compared to the quiet early January round.

  • cross asset investment strategy february 2019

    Cross Asset Investment Strategy - February 2019

    White papersFri, 1 Feb 2019

    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 increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to re-approach the areas of risk assets where the correction has brought value back, especially in emerging markets.

  • is turkey really out of the woods

    Cross-Asset Investment Strategy: Is Turkey really out of the woods?

    White papersFri, 1 Feb 2019

    After having narrowly escaped a balance of payments crisis last spring, there are questions surrounding the Turkish economy, not to mention the many (geo)political tensions. Throughout this period, the currency has continued to experience strong downward pressures, leading to a surge in inflation. Recently, the markets seem to be recovering hope.

  • investing in the low carbon economy

    Investing in the Low-Carbon Economy

    White papersFri, 1 Feb 2019

    Private capital has never been given such an important role in tackling climate change and de- carbonising the economy. As Philippe Le Houérou, CEO of International Finance Corporation (IFC), says, the private sector “holds the key,” noting that it “has the innovation, the financing and the tools.

  • time to increase risk exposure

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

    White papersTue, 29 Jan 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.

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