- United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
United States of America - The perspectives of the Amundi Smith Breeden investment team in a Trump World
Friday 27 January 2017
Silvia Bocchiotti interviewed Dan Adler, Director of the Investment Management Group and Senior Portfolio Manager at Amundi Smith Breeden, on his perspectives for Fixed Income products in a post Trump world.
Lessons learned from the Q1 2017 earnings season
As the earnings season comes to a close, the time has come to report back on what we have found.
Biosimilars – Now a reality even for complex biologics
Within the next five years, Biosimilars should take an increasingly important role as a powerful force driving down the cost of healthcare in the US and elsewhere or enabling more patients to gain access to some of the most complex biologics: eight therapies among the world’s Top 10 could face biosimilar competition, mostly in the field of inflammation.
This section develops our central scenario and our main convictions. It highlights the main orientations of our asset allocation and presents the strategies that characterize the structure of our portfolios:bond portfolios, equity portfolios and diversified portfolios.