22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
17/04/2024 Cross Asset Research Cross Asset Investment Strategy - April 2024 Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.
17/04/2024 Economy & Markets Macroeconomic and financial market forecasts - April 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
16/04/2024 Investment Insights Amundi Asia Responsible Investment Views 2024 In the global push towards a green future, Asia emerges as a pivotal player, offering a unique combination of sustainability drivers.
16/04/2024 Sustainable Finance Cutting to the chase on ESG This study analyzes performance metrics shows that focusing on non-financial indicators and individual sub-criteria can uncover opportunities that may...
16/04/2024 Portfolio Strategy Gold: “Things are now in motion that cannot be undone…” Gold has surged by around +30% since autumn 2023, with peaks that were not easily tied to specific events. Various factors have contributed to this rise,...
16/04/2024 Economy & Markets A window of opportunity for European equities Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
12/04/2024 Sustainable Finance Companies and Climate change - An updated research application of the AIIB-Amundi CCIF* This report, following the report on companies and climate change published in 2023, emphasizes the increasing use of international environmental disclosure...
8/04/2024 Rotations at play in equity markets European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...
8/04/2024 Capital Market Assumptions Capital Market Assumptions 2024 Discover our long-term expected returns across all major asset classes, factoring climate pathways and social considerations.
8/04/2024 Investment Insights Five questions on the impact of carbon taxes on economies and markets A carbon tax would have a significant impact on growth and inflation, with Emerging Markets particularly affected.
8/04/2024 Investment Insights Who will finance the green transition? Can central banks help? The challenge for central banks will be to reconcile their narrow monetary policy objectives with maintaining relatively low yields for markets to fund...
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...