- Global Investment Views - December 2017
Global Investment Views - December 2017
Tuesday 05 December 2017
Research / Market
Global Investment Views - December 2017 - CIO Views
Geopolitical risk may pause rally.
Confirmation of both robust global economic recovery and expectations for US tax reform contributed to keeping risk asset exuberance high and compressed equity volatility to record low levels in October. In Japan, the landslide victory of the LPD in the Lower House strengthened the case for Abenomics and boosted market sentiment on Japanese equities.
Cross Asset Investment Strategy - February 2018
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Italy in 2018: between better economic prospects and an uncertain vote
"General elections in Italy will be held on 4 March. Polls suggest that the most likely outcome is a hung parliament."
Global Investment Views - February 2018
CIO views: High conviction ideas from Amundi Global Investment Committee