- Global Investment Views - March 2019
Global Investment Views - March 2019
Wednesday 23 January 2019
Research / Market
Global Investment Views - March 2019 - CIO Views
Licence for value hunting
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on strong footing and risk assets experienced a massive rebound in the first weeks of 2019, erasing most of the losses experienced in one of the most awful Decembers in history. As a result some valuation gaps have been closed somewhat, though not exhausted. Markets switched rapidly from a “fear” to a “greed” mood. Catalysts of the renewed optimism have included the dovish shift in the Federal Reserve’s strategy, and increasing signs of progress in the trade negotiations between the US and China.
Cross Asset Investment Strategy - June 2019
Find the latest edition of the monthly publication of our Research Team.
Global Investment Views - May 2019
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.