Amundi Asset Management

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

Request More Information

Amundi 

Global Investment Views - February 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.

In our view, investors should start 2019 with a disciplined approach, but also have the courage to look beyond short-term noise in search for long-term value. 

Read the complete white paper at the link beneath Related Files/Links

Related Files

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

Browse this manager's…

What’s new

  • Eurozone a mere dip or a sustained slowdown?

    Eurozone a mere dip or a sustained slowdown?

    White papersFri, 5 Apr 2019

    After a long series of disappointments in 2018, euro zone economic figures have remained very mixed so far in 2019. However, the situation should improve over the coming quarters, thanks to a combination of robust household income, heavy fiscal support, and global trade that is a little weaker than it has been in recent months.

  • Traditional and Alternative Factors in Investment Grade Corporate Bond Investing

    Traditional and Alternative Factors in Investment Grade Corporate Bond Investing

    White papersFri, 5 Apr 2019

    While the concept of factor investing has gained significant traction since the 2000s with the consequence of altering the landscape of equity investing, factor investing in fixed income remains in its infancy.

  • Persistence And Skill In The Performance Of Mutual Fund Families

    Persistence And Skill In The Performance Of Mutual Fund Families

    White papersTue, 26 Mar 2019

    Prior research has shown that decisions made at fund family level can account for a substantial portion of the performance of the individual active fund managers in the family.

  • Optimal Allocation in the S&P 600 under Size-Driven Illiquidity

    Optimal Allocation in the S&P 600 under Size-Driven Illiquidity

    White papersTue, 26 Mar 2019

    A number of empirical studies have investigated how mutual funds do react to incoming financial resources. As long as liquidity constraints are narrow, fund managers tend to upscale already existing positions without looking for new investment opportunities.

  • Global Investment Views - April 2019

    Global Investment Views - April 2019

    White papersMon, 25 Mar 2019

    A sweet spot, but keep a sharp eye on the macro side

Search all our content