Alessia BERARDIHead of Emerging Macro Strategy, Amundi Institute
Alessia's team is responsible for EM macro and financial analysis and cover EM economies across all regions. Their approach is model driven, aimed at identifying the fundamental factors that eventually influence investment decisions.
Building bridges to India’s future investment opportunities
India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.
Macroeconomics, Geopolitics, and Strategy - May 2023
Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...
Macroeconomics, Geopolitics, and Strategy - April 2023
Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
A rocky net zero pathway
Key highlights on long-term scenarios and return forecasts.