2/07/2024 Investment Views Global Investment Views - July 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
1/07/2024 Indian bonds go global Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key...
27/06/2024 Portfolio Strategy How can human-robot interactions benefit financial decision-... Robo-advisors have a positive impact on behaviour and risk-adjusted returns in settings where individuals retain overall control .
26/06/2024 ESG Thema ESG Thema #16 - Investing in India’s energy future: a just t... Learn more about India’s energy transition landscape and the related challenges and opportunities.
24/06/2024 French markets amid snap elections Political uncertainty can amplify short-term market movements. However, markets tend to recover once the political situation clarifies and the focus comes...
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
12/06/2024 Sustainable Finance About SDGs, reading the manual with NLP This paper aims to examine the SDGs' framework and question its implementation by companies.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
11/06/2024 Economy & Markets Will Productivity turn global growth around? Analysing the causes and effects of the secular decline in productivity growth, and the impact of Artificial Intelligence.
10/06/2024 Real & Alternative Assets A core allocation to CTAs might be as wise as going tactical This paper reviews the pros and cons of several allocation methods to CTAs.
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
6/06/2024 Economy & Markets Biden vs Trump: high stakes in US elections This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections.
6/06/2024 Emerging Markets India's election outcome and its economic implications The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.
4/06/2024 Podcasts Outerblue Convictions – Global Investment Views – Data drivi... Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...