- A guide to the middle east jigsaw
A guide to the middle east jigsaw
Tuesday 05 December 2017
Research / Market
"The change in leadership with the enhanced inclusion of young Crown Prince Muhammad bin Salman is also moving Saudi Arabia into a more aggressive stance in all relevant political issues."
Global Investment News - December 2017
CIO views: High conviction ideas from Amundi Global Investment Committee
CIO insights - Four investing paradigms for an era of regime shifts
"As structural trends take place, different long term economic scenarios emerge that will require investors to rethink their investment strategies. In this new world, equities could be less risky than previously thought, Emerging Markets should gain a relevant role in the core allocation, while bond investing will need to be flexible in the search for opportunities across the liquidity continuum."
A view on small and mid-cap equities moving towards 2018
"Valuations in European small and mid-cap stocks are not cheap, but this asset class continues to be favoured by the positive economic backdrop, high exposure to domestic dynamics, and possible increase in M&A."