The global FX regime of the last 20 years has been characterised by a distinct pattern of capital flows. At its core, Asian countries (mostly China) recycled their current account surpluses into USD-denominated FX reserves
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Amundi Convictions
Keep your seatbelt fastened, we are approaching turbulence ahead
After a summer characterised by a short-lived rebound of risky assets particularly in the US and Europe, divergences in economic growth prospects, inflation and policy responses are now becoming more prominent
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Amundi Convictions
Absolute Return Strategies In An Inflationary Context
During periods of prolonged upward consumer price pressure (similar to what we are currently experiencing), where inflation is probably more structural than the markets are anticipating, an absolute return strategy may benefit portfolios.
Find out more in our research paper ‘Absolute return strategies in an inflationary context’.
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Amundi Convictions
Inflation is back, and it’s everywhere
Inflation is not just another news headline. From the grocery store to the gas station, everyone has been confronted by the stark reality of higher and higher prices.
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Amundi Convictions
Exploring real assets and absolute return strategies in an inflationary regime
Inflation is running significantly above central bank targets across the world. Heightened global conflict has further contributed to this inflationary trend, learn why it matters and how to prepare.
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Amundi Convictions
Real Assets in an Inflationary Context
The world is facing a complex macroeconomic scenario in the post-Covid world, with the resurgence of inflation and concerns over economic growth. Geopolitical factors continue to dampen the outlook and Central Banks in the US and Europe have started tightening their monetary policy. In this environment, real assets might be a potential option.
Find out more in our research paper ‘Real assets in an inflationary context’.
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