Outlooks – Page 125
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Catalonia crisis: Limited impact on European financial assets
“We expect the volatility on bonds generated by the Catalonia crisis to be short lived”
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The Quest for Diversification: Why Does It Make Sense to Mix Risk Parity, Carry and Momentum Risk Premia?
Diversification should be the first objective of any large institutions because managing risk is a key source of long-term performance.
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Will the reshuffling of the FOMC change the monetary policy outlook in the United States?
Donald Trump should announce in the coming weeks his choice for the post of chair of the Board of Governors.
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Markets underestimate Fed’s ability to hike rates
Financial markets remain cautious about the ability of the Fed to hike the fed funds over the coming quarters: indeed, a majority of investors expect, at best, a single hike until the end of 2018. We think that this view is too pessimistic.
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Election in Germany: Continuity...but mind a few details
The polls predict a clear victory for Angela Merkel’s CDU/CSU but several government coalition scenarios are possible.
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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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Global Investment Views: September 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
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Cross Asset Investment Strategy: The euro’s appreciation - causes, outlook and consequences
The euro remains undervalued according to the majority of valuation models and is boosted by a domestic economy that has strengthened considerably since the beginning of the year.
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Opportunities of deep-sea mining and ESG risks
In recent decades, interest in deep-sea mining has been growing, focusing mainly on three types of deposits: polymetallic nodules, polymetallic sulphides and cobalt-rich crusts.
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Why we are counting every woman
The financial services industry should be known as one where women can have long, successful and highly rewarding careers and we are encouraged by the fact that companies across the European financial services markets now have gender diversity on the agenda.
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Economic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
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Ten Years On: Is the World Economy Getting Back to “Normal”?
A decade ago, we got the first warnings that the US subprime crisis would go global. Since then, monetary policy has pushed deep into unconventional territory. How will it respond as the backdrop begins to look more “normal”?
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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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Hong Kong faces an unstable future
China’s increasing control of Hong Kong’s political and economic activities raises concerns about the territory’s role as financial hub.
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Thailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
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Is China’s economy turning Japanese?
Three decades after Tokyo’s property bubble burst, causing severe damage, there are fears that Beijing faces a similar fate.
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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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Climate change: calibrating the thermometer
Climate change is becoming a defining theme of the global economy.