- Global Investment Views - January 2018
Global Investment Views - January 2018
Monday 08 January 2018
Research / Market
Global Investment Views - January 2018 - CIO Views
RISK ASSET TEMPTATION
Investors have enjoyed a quiet year in 2017, with few bumpier spots, overall record-low volatility and nice returns. Moving into 2018, the temptation for risk assets is still high. The economic environment remains strong. In the US, the expected fiscal reform and infrastructure spending should provide a renewed support to an economy that remains buoyant. In the Euro area, employment is rising at the fastest rate in a decade, and robust data point to a continuation of a recovery into 2018.
Cross Asset Investment Strategy - April 2018
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Global Investment Views - April 2018
CIO views: High conviction ideas from Amundi Global Investment Committee
Setting objectives for your asset allocation
The objective of this paper is to describe how an investor can define a target return, split between that of Strategic Asset Allocation (SAA) and excess return derived from active portfolio management.