10/12/2024 Podcasts Outerblue Research – Looking for clues ahead of a second Tru... Join Outerblue Research as we analyze the impact of Donald Trump's second term on trade policies, China's response, and the US economy.
9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
9/12/2024 Investment Insights Amundi Responsible Investment Views 2025 Explore our main Responsible Investing views for 2025 and learn more on how your investments can drive real-world impact
6/12/2024 Investment Views Global Investment Views - December 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Retirement Where will returns come from? Pensions in a new economic reg... The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...
5/12/2024 Retirement Solid equity performances keep funding ratios on a high The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.
5/12/2024 Retirement European Securitisations: Risk and Opportunities for Pension... The article discusses the growth of European securitisations in 2024, highlighting their risks and opportunities for pension funds
5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
3/12/2024 Retirement Pension Funds Letter 22 - New realities, new searches for re... 2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.
3/12/2024 Retirement Seeking returns in private markets and emerging markets in a... Pension investors are adjusting to new economic challenges, exploring opportunities in private markets and Asian assets from the 2024 Amundi–CREATE survey.
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
2/12/2024 Podcasts Outerblue Convictions – Global Investment Views – Analysing ... In the past few weeks, economists have been busy writing their predications for what might lie ahead of us in the next 12 months.