Amundi Asset Management

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

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Amundi 

Cross Asset Investment Strategy - January 2019

Investors are facing an unsettled environment. For 2019 we think it will be key to look at three areas:

1. From economic deceleration to where? 

2. Fed pausing or continuing rate rises?

3. EMs: perfect storm or a recovery story?

All in all we believe that global risk is still asymmetric as the process of repricing growth expectations and the related adjustments of risk premia unfolds, leading to a restoration of value across the board. Still, this restoration of value and the progressive positive alignment of planets (milder path on US rates, peak in the dollar, slower US growth) bodes well for progressive exposure to EMs.

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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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