This podcast examines how geopolitical friction lifts oil-risk premia, sustains inflation pressure and tests the case for steepening yield curves and...

The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.

This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.

Geopolitics, tariffs and the energy crisis are reshaping markets around resilience, fiscal dominance and regional diversification. Investors should rethink...

The US 30Y yields rose to 5.19%, the highest from 2007, while the 10Y moved above 4.5%. Yields across Europe and Japan also rose.

This podcast explores the main insights from Amundi’s 2026 Capital Markets Assumptions. Listen to how long-term investing is being reframed by a world...

Using a randomly selected sample of 50,000 clients of Crédit Agricole Languedoc, we identify 12,902 investors and analyze their financial behavior using...

US input price inflation accelerated in April, coming in significantly above market expectations.

Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.

This article shows why EM equities still have room to run, with stronger earnings, a robust tech cycle and fiscal support offsetting energy-related risks.

EM debt is driven by global rates and the dollar, but stronger policy credibility has improved resilience. Selective value remains in local-currency debt,...

Explore our long-term views on private equity, private debt, hedge funds, infrastructure and real estate, and their role in strategic asset allocation.

EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.

AI improves the provision of personalised advice, coaching and communications to retail investors.

The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...