- United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
Friday 27 January 2017
Silvia Bocchiotti interviewed Dan Adler, Director of the Investment Management Group and Senior Portfolio Manager at Amundi Smith Breeden, on his perspectives for Fixed Income products in a post Trump world.
Equity markets: watch out for the swinging doors!
The signal launched by the deterioration in US companies’ margins can for the moment be put into perspective. As long as US 10- year yields remain contained between 2% and 3% and corporate profits improve, which should be the case at least until the autumn given the favourable base effects, the equities cycle can continue.
Cross Asset Investment Strategy - 07-2017
Find the latest edition of the monthly publication of our Research Team.
Global Investment Views - 07-2017
CIO views: High conviction ideas from Amundi Global Investment Committee