- Global Investment Views - March 2018
Global Investment Views - March 2018
Wednesday 07 March 2018
Research / Market
Global Investment Views - March 2018 - CIO Views
A wake-up call for markets. Remain vigilant
The volatility spike in February is, in our view, a clear wake-up call for investors, and the market correction has partly removed the complacency that characterised financial markets in the last few months. While technical factors (position unwinding of specialised short volatility funds) are the main cause of it, we should not underestimate other factors that deserve attention, and which will potentially will write a new story for financial markets.
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."