Global Investment Views - May 2019

Friday 26 April 2019

Research / Market

Still some juice left, but not much

Equity markets have remained buoyant in recent weeks: the S&P 500 is trending towards an all-time high, the European equity market (STOXX 600) is close to last year’s peak and the performances of emerging markets have also been very strong. Renewed hopes of a trade deal between China and the US drove the last leg of the upside, following the previous boost from the recent central banks’ dovish turns. Credit markets have also been significant beneficiaries of the positive sentiment, with spreads tightening massively in Europe and stable at tight levels in the US in recent weeks.

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CIO views: High conviction ideas from Amundi Global Investment Committee.

Other news

Vignette- Europe, US and China tomorrow
16/11/2020 Research / Market

Europe, US and China tomorrow: Will it be possible to avoid geopolitical and economic traps?

There are many pitfalls looming. Some concern China, the United States and Europe, while others are more targeted, notably on China or on the relationship between China and the United States. Some traps concern geopolitics (the Thucydides trap, the Kindleberger trap, the Herodotus trap, the Tacitus trap, the Chamberlain - Daladier trap and the cold war trap), while others deal with  purely economic issues (the middle-income trap, the inflation trap, the stagflation trap and the debt trap).