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Cross Asset Investment Strategy, CIO Views

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
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Cross Asset Investment Strategy, CIO Views

Cross Asset Investment Strategy, CIO Views

Records, surprises and opportunities

Pascal Blanqué, Group CIO, Vincent Mortier, Deputy Group CIO
Amundi Asset Management,  January 2020
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2.57 MB
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Early Morning Reid

Early Morning Reid

December, Q4, 2019 and 2010s Performance Review

Henry Allen, Research Analyst; Jim Reid, Strategist; Craig Nicol, Strategist
Deutsche Bank, 2 January 2020
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383.17 KB
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Comfortable With the Uncomfortable

Comfortable With the Uncomfortable

The “reflation trade” appears real, but risks are still elevated.

David R. Giroux, CIO for Equity and Multi-Asset; Justin Thomson, CIO, International Equities; Mark J. Vaselkiv, CIO of Fixed Income
T. Rowe Price, December 2019
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385.23 KB
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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
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6.44 MB
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Global Asset Allocation:

The view from EMEA

Yoram Lustig, Head of Multi‑Asset Solutions, EMEA
T. Rowe Price, Market Insights, September 30 2019
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Articles: 1-6 / 6
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