DEFEND Monica
RC-2023.03-A-rocky-net-zero-pathway-Slider
Thematic Paper 28.03.2023 A rocky net zero pathway
37

Key highlights on long-term scenarios and return forecasts.

More > 10 minutes
  • 37
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Investment Talks 27.03.2023 Market nervous on Deutsche Bank, but fundamentals of European banks are solid
30

Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.

More 5 to 10 minutes
  • 30
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Investment Talks 21.03.2023 A global assessment of the implications of recent banking sector developments
90

Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors, Emerging Markets and overall cross asset investment stance.

More 5 to 10 minutes
  • 90
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Investment Talks 16.03.2023 European banking sector set to withstand Credit Suisse fragility
21

Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

More 5 to 10 minutes
  • 21
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Investment Talks 14.03.2023 No systemic risk from SVB failure, but watch out for areas of vulnerability
36

Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.

More 5 to 10 minutes
  • 36
RC-2023.02-Italy-Outlook-Slider
Thematic Paper 10.02.2023 Italy: where prudence meets potential
24

As the largest beneficiary of the Next Generation EU post-pandemic reconstruction plan, Italy has a unique opportunity to modernise its economy through structural reforms, generating new opportunities for investors.

More > 10 minutes
  • 24
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Compass 8.12.2022 Inflationary era demands new approach from pension plans

Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer interest rate environment will require a different approach to asset allocation and portfolio construction. Pension plans are looking to real assets and private markets to generate income.

More < 5 minutes
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Investment Outlook 21.11.2022 2023 Investment Outlook - Some light for investors after the storm

Understanding the macroeconomic and investment outlook for 2023.

More > 10 minutes
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Asset Class Views 4.11.2022 Asset Class Returns Forecasts - Q4 2022

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

More < 5 minutes

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