18/06/2025 Amundi's Mid-Year Global Investment Outlook In this webinar, Vincent Mortier and Monica Defend from Amundi discussed the 2025 mid-year investment outlook, covering macroeconomic challenges, inflation...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Global Outlook Ride the policy noise and shifts Global policy shifts create uncertainty but also resilience. Focus on diversification, long-term themes, and emerging markets.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
17/06/2025 Real & Alternative Assets Private diversification still attractive This paper examines the outlook for private markets and hedge funds.
16/06/2025 Geopolitics Our take on Israel’s attack on Iran In this Investment Talks we explore the potential implications and the main take-aways for investors after the Israel's strikes on Iran.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
11/06/2025 Podcasts Global Investment Views - Tracking the U-turns amid rising y... In this Amundi podcast, Swaha Pattanaik and Monica Defend analyze market trends, bond yields, and economic outlooks while addressing fiscal and monetary...
11/06/2025 Sustainable Finance Constructing Investment Portfolios with Climate-Relevant Met... The paper highlights the growing need to integrate climate-related signals into investment portfolios as optimization constraints.
10/06/2025 Policy divergences on display Policy decisions by global central banks are getting more nuanced, with the ECB staying on its rate cut path, the Fed in a wait-and-see mode, and the...
6/06/2025 Economy & Markets Time for Europe Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.
5/06/2025 Research Emerging Market Green Bonds - Report 2024 Explore the 2024 report to uncover insights on the evolving landscape of green,social and sustainability-linked (GSSS) bonds in EM and developing economies.
4/06/2025 Portfolio Allocation A Framework for Structuring a Blended Finance Fund This paper aims provides a comprehensive framework for structuring blended finance funds.
4/06/2025 Investment Views Global Investment Views - June 2025 The Global Investment Views (GIV) elaborates on the latest insights, convictions, and outlook from our Global CIOs, various Investment Platforms, and...