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Perspective

Global Investment View


The global economy continues to improve, especially in the Eurozone, amid fewer political risks, leaving room for Central Banks to plan their exit moves. In our view, this environment supports global equities, but given the increased complacency, investors should also focus on hedging multiple tail risks. We maintain a positive view on global equities, especially in Europe, while in fixed income we favour low/short duration and carry opportunities in a bid to protect investor portfolios and deliver income.

Multi-Asset Themes

Risk-On but Be Alert

 

The reflation narrative is still alive even though we are reaching a more mature phase. The improving global outlook supports a positive view on equities globally, with DMs and Europe in particular favoured vs EMs. Bonds remain exposed to rising rates and therefore require a flexible approach to manage rates sensitivity and search for opportunities across sectors and maturities.

News

On 3rd July, 2017 Pioneer Investments became part of the Amundi group. Amundi is Europe’s largest asset manager by assets under management and ranks in the top 101 globally. 
Thanks to the integration of Pioneer Investments, the combined company now manages over 1.3 trillion2 euros of assets across six investment hubs3.

 

1. Source: IPE “Top 400 asset managers” published in June 2017 and based on AUM as at December 2016.

2.  Source: Pro forma Amundi + Pioneer Investments combined figures as of end December 2016.

3. Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo.