Shifts & Narratives #8

Monday 20 September 2021

Market News

 

Investors have enjoyed stellar performances over the last twelve months. A 60/40 traditional global equity/bond portfolio1 returned around 19% on a one-year horizon, well above even the rosiest expectations of the recovery from the Covid-19-induced slump. The S&P 500 is up +100% from last year’s bottom – an iconic figure that says a lot about the buoyant market sentiment.

Read more


Post-summer check-up on the regime shift.

Other news

Weekly Market Directions 25th March 2024
25/03/2024 Market News

Weekly Market Directions 25th March 2024

(Week 18th March - 22th March)In this edition of Amundi's Weekly Market Directions: Central banks’ divergences in sight The BoJ raised policy rates after many years, ending the era of negative interest rates. However, banks such as the Fed and BoE are looking to cut rates this year, if inflation returns to their targets These divergences in global economy and central bank policies may present opportunities in bonds and equities.              Download the Weekly Market Directions (EN)

Weekly Market Directions 18 March
19/03/2024 Market News

Weekly Market Directions 18th March 2024

(Week 11th March - 15th March)In this edition of Amundi's Weekly Market Directions: Gold has been shining bright this year Gold prices have been rising amid expectations of Fed rate cuts and its safe-haven allure. Declining yields on US government bonds tend to boost the demand for non-yielding assets such as gold. Fundamentals point to continuing strength, but valuations are high, which could lead to some near term volatility.              Download the Weekly Market Directions (EN)