Discover our Q2 UPDATE. As the importance of Indian market is growing, we added long-term expectations for local equity and government bonds indices.

Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term...

Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.

Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.

The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

This paper proposes an experiment to understand why investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts...

This study looks at how global equity markets price the physical climate risk associated with tropical cyclones.

US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.

In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....

Watch our 2024 US election results webinar for comprehensive analysis and insights.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.