Amundi Asset Management

2019 Top 400 ranking: 9http://www.amundi.com

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Amundi

Economic Crisis And Political Risk Batter Argentina. Way Out Or Opportunity?

The economy is facing severe stagflation. Monetary and fiscal policy are extremely tight, consumer and investor confidence is low, and inflation is proving very sticky amidst wage indexation. Whilst we view the fiscal and monetary mix to be appropriate given Argentina’s macro challenges, it is possible that these measures may not be able to stabilise the economy in time for the elections.

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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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  • Italy: A Long And Winding Road

    Italy: A Long And Winding Road

    White papersThu, 4 Jul 2019

    Arm-wrestling within the Italian government and between Italy and Brussels to find a solution to the Italian budget and avoid the Excessive Deficit Procedure. After Italy’s exit from a technical recession in H2 2018, economic data are still pointing to weakness, and many risks loom in the second half of this year.

  • Risk Factors, Macroeconomic Context And Forecasts - July 2019

    Risk Factors, Macroeconomic Context And Forecasts - July 2019

    White papersThu, 4 Jul 2019

    Risk FactorsThe table within the article presents risk factors with judgmental probabilities (i.e. not market based). It also develops the possible market impacts.  Macroeconomic Context - Our convictions and our scenariosThis section provides a reminder of our central scenario and alternative scenarios Macroeconomic picture by areaAn overview of the macroeconomic outlook for world’s major economic regions

  • Cross Asset Investment Strategy - July 2019

    Cross Asset Investment Strategy - July 2019

    White papersThu, 4 Jul 2019

    CIO Views: Central Banks Fuel markets: Illusion vs Reality  This Month’s Topic: Italy: A Long and Winding Road

  • G20: Market Relief, Eyes Now On Central Bank's Execution

    G20: Market Relief, Eyes Now On Central Bank's Execution

    White papersWed, 3 Jul 2019

    The worst case scenario of further trade escalation has been averted. The G20 meeting over the weekend resumed the negotiations between China and US on trade, after the tariffs increase in May on$200bn of Chinese products, and the consequent Chinese retaliation,which both put financial markets under pressure and increased downside risk to the economic outlook. 

  • how to differentiate emerging countries

    How to differentiate emerging countries? New Approaches For Classification And Typology

    White papersMon, 1 Jul 2019

    Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder whether one should go beyond that and consider that the emerging world deserves better: the wide divergence between countries, the health of some countries (sometimes better than some advanced countries) simply mean that it does not make sense to view the “emerging world” as a whole, as a block, but as well-defined, specific and homogeneous ..

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