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Cross Asset Investment Strategy - April 2013 pdf I 1488.91 ko
Fund search
Weekly newsflash
Two more years for France: less budget austerity for more structura...
Paris, 10 May 2013
The debate over the harmful effects of austerity is driving European authorities toward greater pragmatism. Debt ceiling in the US: the threat is not for May. The weakening yen continues to boost the Japanese stock market. The central banks continue to ease their monetary policy. Portugal successfully issues 10-year government bonds for the first time since 2011.The global equity markets are i...
Market insights
Conjuncture
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?
Fixed Income
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
Equity funds
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
Balanced
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