20/01/2025 Cross Asset Investment Strategy - January 2025 Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.
20/01/2025 Geopolitics Tail risks to watch This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.
20/01/2025 Economy & Markets The Fed’s dilemma This article reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.
20/01/2025 Emerging Markets Focus on China This article analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
3/01/2025 Retirement The Patchwork of Eurozone Pension Systems and Budget Constra... Tightening budget constraints, high debt levels, and ageing populations are exacerbating the need to build supplementary and funded pension plans.
2/01/2025 Investment Views Global Investment Views - January 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
18/12/2024 Cross Asset Research Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
18/12/2024 Retirement Private markets poised to benefit from new strategic landsca... Private markets are enjoying continued favour among institutional investors for their potential long-term returns and diversification benefits.
18/12/2024 Research Artificial intelligence for sustainable finance: why it may ... This paper helps to understand how useful AI can be in improving ESG data.