All North America articles – Page 22
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What Does QE in Reverse Mean for the US Economy?
The long-anticipated unwinding of quantitative easing in the US is set to begin, just as the Fed’s leadership faces a wave of turnover. We think a strong foundation should keep steady US economic growth on track.
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Cross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
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The economic implications of the US withdrawal from the Paris Agreement
When the US withdrew from the historic Paris Agreement in June, it drew criticism from around the world.
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Volatility Alert: Don’t Wait Until It’s Too Late
From nuclear tensions with North Korea to turmoil on the streets of Charlottesville, political risks have been hovering over equity markets again. We think investors should be on alert for a potential resurgence of volatility.
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2017 Q1 E-Commerce and Logistics Demand
E-commerce has revolutionized the retail and logistics industries. To keep up with consumer trends and expectations, retailers must implement complex transportation networks and logistics facilities to enable them to ship directly to consumers in ever shorter delivery times.
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The Evolution of Private Credit
Investors in traditional types of liquid income strategies are increasingly concerned about expensive valuations, low income, rising interest rates and signs that the credit cycle has entered its late stages. Many institutional investors have taken the view that private credit offers some degree of insulation against these dynamics. To date, institutional investors have typically implemented this view by allocating to “middle market” lending strategies within growth or liability matching portfolios.
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Mining Opportunities in Emerging Markets Corporate Debt
As emerging markets (EM) growth continues to outpace that of developed markets, these countries have taken on an increasingly important role in the dynamics of the global economy. Along with this growth, local credit markets in many EM countries have matured and EM debt has become a diversified mature asset class representing about 11% of the global fixed income universe.
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Economic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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How bad could a trade shock be for the industrial sector?
Globalization’s inexorable forty-year march was dealt a blow by Brexit and the subsequent presidential election in the United States.
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Q1 2017 Single Family Housing Market Update
On the heels of improving economic conditions for households in recent years, the housing market has been robust with strong price appreciation, healthy demand, and a continued need for production.
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Leadership Changes Loom at the Fed
The Trump administration is starting to consider a replacement for US Federal Reserve Chair Janet Yellen after her term expires. This is only one potential leadership change in what could be a wave of turnover ahead for the institution.
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US Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
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White papers
US Equity Downturn Fears Deserve Attention
Even amid the midsummer lull, more investors are hunkering down and preparing for a potential correction. As the S&P 500 Index continues its relentless grind higher, we think it’s worth considering proactive steps for a change in the environment.
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Real Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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Cross Asset Investment Strategy: July 2017
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
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Global Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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Is a US Equity Correction Overdue?
US equity markets continue to march upward, fueling fears of a correction. History suggests that a downturn is overdue. So how should investors prepare?
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Argentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
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Economic Insights: June 2017
The nine years since the summer of 2007 were anything but normal. There was a nearly constant stream of financial crises: emanating first from the United States, then the Eurozone, and then from China’s stock market meltdown and surprise devaluation.
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US Banks: Ready to Emerge from the Storm?
After weathering the global financial crisis and an era of heavy regulation, the US banking sector has gotten what looks to be a clean bill of health. We think this opens a lot of possibilities for equity investors.