December 2011: Returns from disruption
Jason Josefs demonstrates the merits of a thematic approach to global equity investing [...]
November 2011: Weathering the storm
Positive engagement with policy-makers by market players is essential to resolution of the debt crisis, says Merrick Styles [...]
October 2011: Credit where credit is due
Gregoire Pesques says the market lacks distinction between the qualities of bond issuers [...]
September 2011: Turning Japanese?
Markus Krygier discusses the strength of global economic growth and its impact on risk appetite [...]
July 2011: Managed exposure
There are dangers in partial equalibrium analysis when examining the Eurozone debts crisis [...]
June 2011: Taking stock
Approcaching the mid-year point, Markus Krygier looks at what 2011 has meant so far for bond investors [...]
May 2011: Interesting times
Anne Beaudu discusses whether investors should be concerned about the value of US Treasury holding given the nation's [...]
April 2011: Finding opportunities in emerging markets
Over the past few years there have been more upgrades than downgrades of emerging market economies [...]
February 2011: Short-term inflation
The short-term outlook for bond markets is mixed, says Merrick Styles, Head of Absolute Return at Amundi London Branch […]
November 2010: Easing is never easy
Quantitive easing is creating uncertainly in bond markets, says Markus Krygier, Deputy CIO at Amundi London Branch. […]
July 2010: Don't panic
What is the outlook for index-linked gilts under a CPI regime? asks Markus Krygier, Deputy CIO at Amundi London Branch […]
January 2010: Opportunities in volatility
Gilbert Keskin, co-head of volatility, arbitrage and convertible bonds at Amundi is confident there are opportunities to profit from equity market volatility.