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equity markets

Not all inflationistas wear flares: Why the new inflationary era won’t be like the 1970s

December 1, 2021

Investors have divided into two camps. Those who believe inflation will subside and the rise in prices will prove temporary. And others who fear we are entering a period of high sustained inflation reminiscent of the 1970s. We consider both scenarios unlikely.

Overlay the bottom chart below and you would be forgiven for believing that we are now on the same trajectory as we were 50 years ago. There are parallels but to assume the economy will meet the same inflationary fate would be a grave mistake for investors.

Amundi on private markets: A strong value proposition that may emerge reinforced after the crisis

December 9, 2020

Covid-19 has created challenges for short-term investment performance and fundraising, but the longer-term prospects are strong and the capital shift to real assets will continue. In 2021, more than ever, real assets are likely to be a source of attractive risk adjusted returns.

The aftershocks of the Covid-19 earthquake

May 14, 2020

After closing one of the worst quarters ever for equity markets, Q2 started on a high note, with indices (S&P 500 and Euro Stoxx 600) recovering markedly from the bottom hit during the previous month. According to Amundi Asset Management, there is clearly a battle between bull and bear forces taking place.

Tune out the noise: Toward a strategic asset allocation framework for private wealth investors

June 5, 2019

How can family office investors identify real growth opportunities in times of increased economic volatility? Multi-Asset Strategist Cara Lafond outlines how to tune out the noise to focus on long-term asset allocation.

KEY POINTS

“Bullish” economic outlook for Trump’s America but not emerging markets

November 11, 2016

The likelihood of tax cuts under US president-elect Donald Trump should be positive for US equities, investment commentators say.

The likelihood of tax cuts under US president-elect Donald Trump should be positive for US equities, investment commentators say.

Others warn inflation will be higher in 2017, with growth boosted by more government spending and tax cuts.

A post-crisis era?

March 14, 2013

Global equity markets might have rallied at the beginning of 2013, but there is still plenty of uncertainty about the health of the world economy.

Equity markets and risk appetite have come back to life so emphatically in recent months that it’s fair to ask if we are moving into a “post-crisis era”. Is this the true beginning of recovery, not just of our battered economies but also of our investment returns? Can they regain the heights enjoyed before all the trouble started?