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Cross Asset Investment Strategy - April 2013 pdf I 1488.91 ko
Fondssuche
Meldungen der Woche
To QE or not QE? The ECB remains shy of the Fed’s call for more bo...
Paris, 5 May 2013
The ECB cut its policy rate by 25bp (to 0.5%). The economic climate continues to deteriorate in the Eurozone. In the United States, new figures show that growth – although still substantial – is somewhat decelerating.On the bond markets, yields are down sharply everywhere following the major central banks’ announcements.
Market insights
Konjunktur
Is Cyprus the last straw ?
The crisis in Cyprus has rocked the Eurozone. Despite the implementation of unprecedented measures, once again, dithering and conflicting statements have fueled fears about the governance of the euro zone. The question then: will Cyprus be the straw that broke the Eurozone’s back?
Zinsen
Markets appear to be amazingly cool!
Given the events of recent weeks, we might have expected, at worst, a rush to safety, or at least some kind of distrust vis-à-vis riskier...
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Fixed Income Letter - April 2013 pdf I 819.64 ko
Aktien
Liquidity can defy reality
Equity investors are being rewarded with attractive returns, as dividends have been maintained at a high level despite the earnings downg...
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Amundi Equities Letter - April 2013 pdf I 614.12 ko
Diversifizierte Anlagen
Emerging markets, a moment of respite
With the recent incertitude in Europe, we can lose sight of the optimism of international markets and the financial health of businesses....
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Lettre Allocations Solutions - April 2013 pdf I 1436.14 ko