05/04/2022
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Investment Outlook
Will the Fed manage to restore price stability without a recession?
The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result of all the fiscal and monetary support provided during the Covid crisis. The Fed will be in a more difficult situation in 2023.
05/04/2022
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Investment Outlook
French elections: let the race begin
The French 2022 election cycle is starting in the context of the war in Ukraine which
favours to the incumbent president.
favours to the incumbent president.
05/04/2022
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Economy & Markets
Market Scenarios and Risks - April 2022
We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month. The war
in Ukraine could evolve in several ways over the coming weeks (see Ukraine crisis tree) with significant implications on
economic and financial markets
in Ukraine could evolve in several ways over the coming weeks (see Ukraine crisis tree) with significant implications on
economic and financial markets
05/04/2022
•
Investment Outlook
Macroeconomic Picture - April 2022
United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms of confidence and spending.
04/04/2022
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Investment Outlook
Cross Asset Investment Strategy - April 2022
Find the latest edition of our Research team's monthly publication.
01/04/2022
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Economy & Markets
When artificial intelligence meets economy: an analysis of the Ukraine war
Understanding how artificial intelligence could help analyse the current state of the international situation in order to provide some projections on the future.
25/03/2022
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Asset Allocation
ESG
Asset Classes Views: Keeping up with climate change
In the most recent edition of Amundi’s Asset Class Views, we perform an in-depth analysis of the implications of climate mitigation and Net Zero transition in the financial markets and climate risk-aware portfolios.
25/03/2022
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Geopolitics
Emerging Markets
A more fragmented Emerging Markets world amid the Russia-Ukraine crisis
The economic impact stemming from the crisis will be uneven across countries, with some economies potentially benefitting from the commodity boost and others challenged by higher inflation dynamics.
24/03/2022
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Investment Outlook
Global Investment Views - April 2022
The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.