- Global Asset Class Spotlights - Top-Down Quarterly Assessment
Global Asset Class Spotlights - Top-Down Quarterly Assessment
Wednesday 07 August 2019
Research / Market
Global Asset Class Spotlights - Top Down Quarterly Assessment
Central banks seems to be very concerned about the slowdown in the economic cycle sparked by trade tensions. As a consequence, they have been intensifying their communications about their willingness to act.
Asset Class Views Medium and long term expected returns
Our approach to expected returns forecasts is model driven.
A dovish ECB, a little relief for the banking sector
The European Central Bank (ECB) announced a new series of TLTROs starting in September 2019 and changed its forward guidance, with a commitment not to hike rates this year.
Global Investment Views - September 2019
CIO views: High conviction ideas from Amundi Global Investment Committee.