Cross Asset Investment Strategy - September 2023
Find the latest edition of our monthly publication. The focus is on the Eurozone and its economy under scrutiny, as the policy support fades.
Global Investment Views - September 2023
Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central banks’ actions, and the inflation path.
ESG Thema #13 - Time for action: Unlocking climate finance in Africa
Financing climate mitigation and increasing climate resilience should be implemented while economically empowering and socially including all African citizens. This edition, co-written with the African Development Bank, explores how we can reach these targets.
CBDCs: where does the project and debate stand?
Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.
Net Zero investing and its impact on a 60-40 allocation
Amundi highlights that an active approach to Net Zero investing can capitalise on the opportunities and overcome risks associated with incorporating Net Zero targets in portfolios.
Key themes for markets
The lagged effects of monetary tightening on the real economy are changing global growth prospects, with divergences across regions. Emerging markets should remain more resilient in the second half of the year. The widening growth gap with developed markets is likely to generate opportunities for investors.
Latest insights -All
Macroeconomics, Geopolitics, and Strategy - September 2023
End in sight: Bank of Japan to complete policy normalisation