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Economics

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Fed officials’ discomfort is growing with the inflation overshoot: why it will remain cautious

Ainouz Valentine, Deputy Head of Developed Markets Research; Georges Delphine, Senior Fixed Income Research Strategist
Amundi Asset Management,  December 6, 2021

The long decline

Why trend economic growth is set to go on falling

Stewart Robertson, Senior Economist (UK and Europe)
Aviva Investors,  12 November 2021

Change in Political Leadership and the Outlook for Japan

Prospects for stocks look bright amid expected policy continuity

Archibald Ciganer, Portfolio Manager
T. Rowe Price,  Insights on Japanese Equities, November 2021

Rising Inflation Risk and How to Address It

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

Yoram Lustig Head of Multi‐Asset Solutions, EMEA; Michael Walsh Solutions Strategist, EMEA
T. Rowe Price,  October 2021

Regulatory shifts in China

A new fork in the road?

Amy Kam, Senior Portfolio Manager
Aviva Investors,  12 October 2021

Job market integration within the Eurozone from 2008 to 2020: a challenge for the ECB?

The shock to the Eurozone job market in 2020 was considerable. Hardest hit were southern countries, young people and women.

Valérie Letort
Amundi Asset Management,  September 8, 2021

Are bond investors too complacent about inflation?

The distortions created by central banks make it dangerous to read too much into price signals

Michael Grady, Head of Investment Strategy and Chief Economist; Katarina Cohrs
, Senior Strategist, Multi-asset & Macro
Aviva Investors,  11 August 2021

The Eurozone Faces an Inflation Roller Coaster

Price rises will likely slow next year—before picking up again.

Tomasz Wieladek, International Economist
T. Rowe Price,  June 2021

The price of self-sufficiency

The disruption of global supply chains has been a wakeup call for the European Union. For years, the principle of an open and free Single Market has led to a massive transfer of industrial production and outsourcing mainly to Asia.

Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  Monthly Cross Asset, Thematic, July 2, 2021

The end of the Great Moderation and the return of volatility

Since the mid-1980s, the macroeconomic volatility has declined to a postwar low. The Covid-19 crisis brought one of the largest economic shock in modern history and could mark the end of the Great Moderation i.e. a turning point with higher economic volatility and a shift to a higher inflation regime. Those factors are likely to lead to higher financial market volatility than in the previous two decades.

Didier Borowski, Head of Global Views; Pierre Blanchet, Head of Investment Intelligence
Amundi Asset Management,  May 4, 2021
Articles: 1-10 / 34
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