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Amundi Asset Management

Amundi Asset Management

Uraniastrasse 28
8001 Zurich

Rue de Candolle 6
1205 Geneva
Investment Research

All bubbles are not equal

Predicting the growth and bursting of bubbles is a difficult task, even considered as impossible by some. In fact, bubbles can last for a long time and are only apparent when they burst. Calling them too early can lead to suboptimal allocation.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  March 03, 2021

New Money and Maybe New Powers Too: Central Bank Digital Currencies are Coming

"New monetary policy possibilities could in theory be vast."

Tristan Perrier, Global Views Analyst
Amundi Asset Management,  February 02, 2021

United States: The Power of Executive Orders

"Executive Orders can cover a very wide range of public actions and are in practice rarely repealed."

Didier Borowski, Head of Global Views
Amundi Asset Management,  January 2021

Cross Asset Investment Strategy

A note of caution for the back-to-school season

Amundi Asset Management,  September 2020

Cross Asset Investment Strategy

The Bumpy Road to a “Day After” Renaissance

Amundi Asset Management,  July-August 2020

Cross Asset Investment Strategy

The great market detachment from reality

Pascal Blanqué,  Vincent Mortier,  Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO

Cross Asset Investment Strategy

The aftershocks of the Covid-19 earthquake

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO

Cross Asset Investment Strategy

Contagion speed is key for markets to reach turning point

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  April 2020

Cross Asset Investment Strategy, CIO Views

Risk-taking around the 3Gs: Geopolitics, Growth, Green

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  February 2020

Cross Asset Investment Strategy, CIO Views

Records, surprises and opportunities

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  January 2020

Cross Asset Investment Strategy, CIO Views

Sentiment rebound favours rotation towards value

Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer
Amundi Asset Management,  December 2019

Cross Asset Investment Strategy, CIO Views,

Back to school. Back to normal?

Pascal Blanqué, Group Chief Investment Officer, Vincent Mortier, Deputy Group Chief Investment Officer
Amundi Asset Management,  September 2019