- Global Investment Views - May 2019
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.
CIO views: High conviction ideas from Amundi Global Investment Committee.
Global Investment Views - April 2019
Risky assets have been in a very strong uptrend since the beginning of the year. The key question now is, where do we go from here? There are two main driving forces to focus on in the current context.
Cross Asset Investment Strategy - May 2019
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Global Investment Views - August 2019