- Cross road: the landscape of the fixed-income market
Cross road: the landscape of the fixed-income market
Monday 14 May 2018
Research / Market
Two events pushed down Eurozone sovereign spreads in 2017: the French presidential election in April & May, which dissipated investors’ fears about Eurosceptic movements, and the announcement on 26 October of a smaller-than-expected reduction in ECB’s QE for 2018 (monthly purchases lowered from € 60 bn to €30bn).
However, it is important to point out that the fundamentals of European sovereign bonds have improved recently and provide strong support for this segment of the market.
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."