Outlooks – Page 129
-
White papersElection 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.
-
White papersWhat 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.
-
White papersCross Asset Investment Strategy: September 2017
Find the latest edition of Amundi Research team’s monthly publication.
-
White papersGlobal Investment Views: September 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
-
White papersCross 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.
-
White papersOpportunities 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.
-
White papersWhy 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.
-
White papersEconomic Insights: July 2017
Is this Goldilocks? Probably not, but it surely feels that way.
-
White papersTen 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”?
-
White papersLeadership 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.
-
White papersHong 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.
-
White papersThailand adapts to a new normal
The military government has ambitious plans to reshape the country’s economy as well as its constitution.
-
White papersIs 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.
-
White papersCross 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.
-
White papersGlobal Investment Views: July 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
-
White papersClimate change: calibrating the thermometer
Climate change is becoming a defining theme of the global economy.
-
White papersSizing Up Markets - and Your Investment Strategy
Today’s risks are clear: stock valuations are high, credit spreads are tight and interest rates remain low. A modest tilt toward return-seeking assets still makes sense. But investors should also be willing to look beyond traditional stocks and bonds.
-
White papers
The beginning of India’s transformation
Events in 2017 confirm that that India is at a turning point, with Narenda Modi’s reformist BJP party winning a sweeping victory in the state of Uttar Pradesh.
-
White papersArgentina: the ‘emerging’ emerging market
Despite not being upgraded to emerging market status this year, the outlook for Argentina remains positive.
-
White papersWhy the active vs. passive debate is largely moot for European insurers
Insurance companies typically have reasonably static portfolios, which change little from year to year.
