Commentaar door Patryk Drozdzik (Emerging Markets Macro Strategist) op de Bank of Brazil

20 september 2024

“In het kielzog van de langverwachte eerste renteverlaging van de Fed, draaide de BCB slechts enkele maanden na haar laatste renteverlaging in de tegenovergestelde richting. De sterk uit de pas lopende, unanieme Selic-verhoging van 25 basispunten werd ingegeven door een los begrotingsbeleid, een lage beleidscredibiliteit en onverankerde inflatieverwachtingen, maar ook door de naar boven bijgestelde inflatieverwachting, die verder boven de doelstelling lag. We verwachten dat de relatief kleine renteverhogingscyclus van de BCB ongeveer 150 basispunten zal bedragen, mede dankzij de verruimingscyclus van de Fed.” - Patryk Drozdzik, Macrostrateeg Emerging Markets (Amundi Investment Institute)

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Over Amundi

Amundi, the leading European asset manager, ranking among the top 10 global players[1], offers its 100 million clients— retail, institutional and corporate—a complete range of savings and investment solutions in active and passive management, in traditional or real assets.  

With its six international investment hubs[2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. 

Amundi clients benefit from the expertise and advice of 4,800 employees in more than 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages nearly €1.800 trillion of assets[3]. 

Amundi Real Assets brings together a complete range of capabilities in real estate, private debt, private equity and infrastructure. Drawing on decades of experience in private markets, Amundi facilitates access to real assets for institutional and retail investors. With nearly €60 billion in assets under management[4] invested in nearly 2,000 assets in 13 European countries, the business line is supported by 220 professionals in three main investment hubs in Paris, London and Milan. Find out more on  real-assets.amundi.com.

[1] Source: IPE “Top 500 Asset Managers” published in June 2021, based on assets under management as at 31/12/2020

[2] Boston, Dublin, London, Milan, Paris and Tokyo

[3] Amundi data as of 30/06/2021

[4] Amundi data as of 30/06/2021