Asset Class Return Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions surrounding climate change, further affecting economic and financial indicators in the medium term and beyond.
Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.
Upward pressures on inflation are the major market driver We expect central banks to remain on the hawkish side as long as inflation expectations remain on the upside, as central banks are afraid of losing their credibility.
Q2 2022: A late cycle with a greater focus on inflation The shift to an inflationary late cycle has been confirmed with greater conviction and a focus on higher inflation (and rates). Economic momentum is still decelerating at a global level but with tentative signs of stabilisation.
Important legal information.Please read these terms and conditions carefully.
Welcome to the institutional section of Amundi Asset Management’s website. Amundi Asset Management is a portfolio management company authorised by the Autorité des Marchés Financiers under number GP 04000036. French "Société par Actions Simplifiée" - SAS, having its registered office: 90, boulevard Pasteur, 75015 Paris. 437 574 452 RCS Paris.
This website is targeted at institutional, professional or qualified investors only.
If you are a resident of a country with a dedicated Amundi website, you are requested to leave this page and connect to the respective Amundi country site.
The information contained in this site is not intended for nationals or citizens of the United States of America or “US Persons” as defined by “Regulation S” of the Securities and Exchange Commission under the US Securities Act of 1933, which notably applies to any natural person residing in the United States of America and any partnership or corporation organised or registered under US regulations. If you are a “US Person”, you are not authorised to access this site and you are invited to log onto amundi.com/us.
This site is solely intended to provide information about Amundi and its affiliates. None of the information contained in this website constitutes an offer by Amundi and/or its affiliated companies to buy or sell financial instruments or to provide investment advice.
Amundi informs you that the information contained in this site is given purely by way of indication and provides a general presentation of our services and organisation. This information is not exhaustive, may evolve over time and may be updated by Amundi, without notice and at any time.
Your access to this site is subject to compliance with the French legislation in force and to the “Legal notice/General conditions of access to the site”.
By choosing to access our site, you acknowledge having read these terms and conditions and agree with them. In your interest, we recommend that you read them carefully.