Investment Outlook
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Global Investment Views 22.12.2022 Global Investment Views - January 2023

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes
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Monthly Cross Asset 2.12.2022 European fixed income: the difficult equation if the energy crisis persists

Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.

More 5 to 10 minutes
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Global Investment Views 24.11.2022 Global Investment Views - December 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 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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Monthly Cross Asset 7.11.2022 False sense of security from easing energy prices

Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.

More 5 to 10 minutes
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Monthly Cross Asset 7.11.2022 For the Fed, the impossible QT

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

More 5 to 10 minutes
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Monthly Cross Asset 7.11.2022 Where is China heading to?

China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing.

More 5 to 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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Global Investment Views 27.10.2022 Global Investment Views - November 2022

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

More > 10 minutes

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