- Global Investment Views - November 2017
Global Investment Views - November 2017
Monday 30 October 2017
Research / Market
Global Investment Views - November 2017 - CIO Views
Preparing for transition.
After a less than thrilling summer, since September, equity markets have been relatively immune to news flow on the geopolitical front, despite North Korea’s nuclear threats and the crisis regarding Catalonia, which remains broadly unresolved.
Fed vs ECB: Towards a stronger decoupling of monetary policies?
"US and European economies both continue to expand but at different paces. While US growth will likely pick up this year, boosted by an expansionist fiscal policy, the Eurozone cycle probably peaked last year."
Global Investment Views - May 2018
CIO views: High conviction ideas from Amundi Global Investment Committee
The FED leans hawkish and short rates move higher
"While the Fed under Chair Yellen acknowledged global risks in early 2016 as a contributing factor in its decision to defer rate increases, it is unclear whether global factors would exert as significant an impact on the current FOMC."