- Global Investment Views - February 2018
Global Investment Views - February 2018
Monday 29 January 2018
Research / Market
Global Investment Views - February 2018 - CIO Views
Hot markets require prudence
Equity markets started the year extremely well in January, after a strong performance in 2017. The S&P index recorded a positive performance in almost every month of last year in a context of exceptionally low volatility. Eighteen of the 20 lowest levels of the VIX of the last 20 years were printed in 2017. Further, the bull run for risk assets continued to extend its long phase of asset inflation. In addition, aggregate bond indexes and emerging market bonds delivered returns above the average of the past 20 years. Can these unique conditions continue?
Global Investment Views - May 2018
CIO views: High conviction ideas from Amundi Global Investment Committee
Asset Class Return Forecasts - Q2 - 2018
"Global growth is expected to remain mostly supportive buoyed by robust demand and continues to be the main driver in asset prices for the next few years."
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."