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Artikelen van Amundi

This Month’s Topic Trade War Escalation And Impact On World Trade And Economic Growth

This Month’s Topic Trade War Escalation And Impact On World Trade And Economic Growth

🕔15:10, 18.sep 2019

The summer months have been eventful. On the (geo)-political level, the sources of tension have multiplied globally. On the economic front, the growth momentum has weakened further, confirming the downward trend observed worldwide since April, with the deepening of the

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A Quarterly Update on the Direction of the Markets

A Quarterly Update on the Direction of the Markets

🕔18:05, 16.sep 2019

Equities still more attractive than fixed income, a resolution in the US-China trade war and stability in the global growth outlook would expose how rich US treasuries have become. . Financial asset price volatility has risen as US trade policy

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A Monthly View from the US

A Monthly View from the US

🕔13:27, 10.sep 2019

Nearly 30% of the world’s government and investment grade corporate bonds now have negative yields, putting downward pressure on bond yields globally. Yields are falling due to two primary structural forces: declining population growth, which is hurting productivity, and technological

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Global Investment Views September

Global Investment Views September

🕔09:32, 9.sep 2019

Back to school. Back to normal? Financial markets have been rattled in the past weeks over escalating trade war between the US and China as both imposed tariffs and counter-tariffs on imports. Idiosyncratic risks stories in countries such as Argentina

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Asset Class Return Forecasts

Asset Class Return Forecasts

🕔14:53, 4.sep 2019

Medium and Long-Term Return Forecasts | Q3 – 2019  Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to evolve around potential for most developed

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FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

FED and ECB, bridging from a “mid-cycle adjustment” to an “impactful and significant” package.

🕔16:26, 2.sep 2019

ECB minutes confirm the “package” way The minutes from the latest ECB meeting suggest that the ECB is likely to proceed with a full set of measures in September, confirming not only the indications from President Draghi following the meeting

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Do universal owners vote to curb negative corporate externalities?

Do universal owners vote to curb negative corporate externalities?

🕔17:28, 30.aug 2019

Working Paper Do universal owners vote to curb negative corporate externalities? An empirical analysis of shareholder meetings This paper tests whether very diversified and patient investors, also known as universal owners, tend to vote in favor of shareholder resolutions instructing

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Argentina: how recent events shape the investment outlook

Argentina: how recent events shape the investment outlook

🕔08:53, 23.aug 2019

Recent update on Argentina: Government’s decision to freeze energy prices and suspend VAT on certain products will complicate fiscal metrics. The country is likely to miss the IMF target of a primary balance for 2019. However, the IMF could disburse

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Italian politics take centre stage

Italian politics take centre stage

🕔07:49, 23.aug 2019

Political crisis and possible scenarios: The Deputy PM Matteo Salvini recently withdrew his party’s support to the coalition government headed by PM Giuseppe Conte, calling for a vote of no-confidence against the PM and subsequent snap elections. On the 20th

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The Road Back to the 70s Implications for Investors

The Road Back to the 70s Implications for Investors

🕔17:38, 16.aug 2019

History shows that the economy and fi nancial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives way to a new one. This shift may not be easy to detect.

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Global Asset Classes in the Spotlight

Global Asset Classes in the Spotlight

🕔18:47, 13.aug 2019

A widening gap between valuation and economic/corporate fundamentals Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions. As a consequence, they have been intensifying their communications about their willingness to act.

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Asset Class Return Forecasts

Asset Class Return Forecasts

🕔16:37, 13.aug 2019

Medium and Long-Term Return Forecasts | Q3 – 2019 Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth to evolve around potential for most developed

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US-China trade war: walking a tightrope

US-China trade war: walking a tightrope

🕔13:04, 13.aug 2019

Recent escalation: Donald Trump proposed additional 10% tariffs on a further US$300 billion worth of Chinese imports from 1 September. This is surprising, given that the two countries appeared to have found some common ground at the G20 meeting in

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Finding a balance between easing central banks and an uncertain scenario

Finding a balance between easing central banks and an uncertain scenario

🕔15:50, 6.aug 2019

Investment Insights | Market Stories​ Macro themes We see 4 key themes underpinning the case for a constructive view on EM: (1) the most important is the Fed acting preventively to prolong the cycle and the impact on the USD;

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Central Banks Fuel Markets: Illusion vs Reality

Central Banks Fuel Markets: Illusion vs Reality

🕔11:45, 31.jul 2019

Cross Asset – Investment Strategy CIO views: The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks

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Testing new records

Testing new records

🕔09:37, 31.jul 2019

Financial markets have been enjoying a record-breaking run of late. The tide that lifted all boats was the new wave of ultra-accommodative monetary policy, at this stage announced but not yet delivered. The conviction that central banks (CBs) will step

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France: the reform momentum stays alive after the Yellow Vest crisis

France: the reform momentum stays alive after the Yellow Vest crisis

🕔09:58, 30.jul 2019

During the first 18 months of his presidential term, Emmanuel Macron has put through a highly ambitious set of reforms inspired by supply-side economics and the Nordic flexicurity model. While the biggest accomplishments have been in taxation and the job

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Ultra dovish Central Banks put fixed income investing back to the core

Ultra dovish Central Banks put fixed income investing back to the core

🕔11:45, 26.jul 2019

A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that, in our view, should remain favourable for bond investors. On one side, this should limit the upside

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Central Banks Fuel Markets: Illusion Vs Reality

Central Banks Fuel Markets: Illusion Vs Reality

🕔10:10, 5.jul 2019

The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the

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Emerging Markets: Vulnerability and contagion risks…

Emerging Markets: Vulnerability and contagion risks…

🕔10:07, 3.jul 2019

Discussion Paper Emerging Markets: Vulnerability and contagion risks… Fragile vs. anti-fragile countries This article is aimed at analysing contagion within the emerging world in the past decades, and at presenting investment strategies to limit negative effects of contagion and /

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How to discriminate emerging countries?

How to discriminate emerging countries?

🕔10:07, 2.jul 2019

New approaches for classification and typology Once accepted the idea that the emerging world may behave like a block in period of crises (as the group of advanced countries also does), one must wonder whether one should go beyond that

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Central banks fuel markets: illusion vs reality

Central banks fuel markets: illusion vs reality

🕔15:00, 27.jun 2019

Global Investment Views  The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should

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Investing in the Changing Shape of Emerging Markets

Investing in the Changing Shape of Emerging Markets

🕔19:02, 26.jun 2019

Investment Insights Blue Paper How to discriminate emerging countries? “Fragile” vs. “anti-fragile” countries The essentials Neither the world of the advanced countries, nor the dollar block, nor the Eurozone, nor the emerging (EM) block should be considered a block. The

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Turkey: inflation, exchange rate’s pass-through and monetary policy

Turkey: inflation, exchange rate’s pass-through and monetary policy

🕔15:00, 26.jun 2019

Thematic paper Despite a huge collapse in activity, the Turkish inflation is still flirting with 20% yoy and the main monetary policy rate is stuck at 24% for 8 months. Since the beginning of the year, fiscal policy has been

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Investment Strategy

Investment Strategy

🕔10:03, 26.jun 2019

Collected Research Papers  Introduction to the 2019 edition As every year (since 6 years now), the research team of Amundi publishes a book “collected papers”, which represents a selection of the working papers and discussion papers which seem the most

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Asset Allocation Consensus Augustus

Twitter

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