2024 Investment Outlook
The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.
Exploring perceptions of equal opportunity
New study conducted by OECD with the support of Amundi reveals what matters more for the population in the fight for equal opportunity.
Global Investment Views - December 2023
Receding inflation good news but inflation fight not over
ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors
Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.
Central banks’ endgame: a new policy paradigm
Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape. Uncover how this process impacts market interest rates, asset valuations, and investment possibilities.
Weekly Market Directions
Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In our just released Investment Outlook for 2024, we expect a global slowdown, with Emerging Markets set to remain more resilient compared to Developed Markets (DM).
Latest insights -All
Pension Funds Letter 19 - The twists and turns of responsible investing across the pension landscape
Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.