Amundi Asset Management

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

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Amundi

Global Investment Views: March 2018

A wake-up call for markets. Remain vigilant.

The volatility spike in February is, in our view, a clear wake-up call for investors, and the market correction has partly removed the complacency that characterised financial markets in the last few months. While technical factors (position unwinding of specialised short volatility funds) are the main cause of it, we should not underestimate other factors that deserve attention, and which will potentially will write a new story for financial markets. The financial cycle is becoming increasingly mature after an extended bull market for risk assets; a repricing of inflation expectations is under way (some signs of wage inflation are finally materialising in the US in an economy running at full employment and fueled by robust fiscal stimulus). While Central Banks (CB) will clearly remain vigilant in order to assess any financial stability risks, a removal of excess monetary accommodation, with different speeds among various CB, is expected to continue, with a progressive tightening of financial conditions, potentially leading to higher market volatility.

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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

  • outlook 2019

    Cross Asset Investment Strategy Special Edition: Outlook 2019

    White papersThu, 6 Dec 2018

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  • global investment views december 2018

    Global Investment Views: December 2018

    White papersWed, 28 Nov 2018

    This year has proven to be challenging for portfolio construction, as well as regarding returns. To put this into perspective, for 2009-17, our analysis shows that each year, on average, 76% of major asset classes (including different regional government bonds, equity, inflation-linked, currency and commodities) recorded positive performances. 

  • global trade war

    Global Trade War: Where Do we Stand Now? What Impacts?

    White papersWed, 28 Nov 2018

    A few days before the important meeting between U.S. President Donald Trump and Chinese leader Xi Jinping, it is important to have a clear view on the trade dispute between the two countries and on the potential impacts of a trade war.

  • brexit

    Brexit: Where do we stand and what should investors expect?

    White papersMon, 26 Nov 2018

    Where we stand and possible scenarios ahead: After the EU approval of Brexit deal, we are going to pass through some tough times until the UK parliamentary vote on Brexit Withdrawal Agreement in December. 

  • italy moves towards an excessive deficit procedure

    Italy moves towards an Excessive Deficit Procedure, but a change of attitude is in the air

    White papersMon, 26 Nov 2018

    This large and unprecedented deliberate breach of the so-called “preventive arm” measures therefore calls for moving Italy into the “corrective arm” of the Stability and Growth Pact. 

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