4/10/2024 Investment Views Global Investment Views - October 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
1/10/2024 Chinese stocks rebound Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
23/09/2024 The Fed pivot arrives The Fed cut rates in September for the first time since the Covid crisis, embarking on a new easing cycle.
17/09/2024 Podcasts Outerblue Convictions – Global Investment Views – Back to re... Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.
17/09/2024 Cross Asset Research Cross Asset Investment Strategy - September 2024 Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.
17/09/2024 Economy & Markets Macroeconomic and financial market forecasts - September 202... Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of 5 September.
16/09/2024 ECB cuts rates again this year The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.
16/09/2024 Economy & Markets The JPY carry trade: what’s next? Unwinding of the Yen carry trade accelerates amid BoJ's hawkish surprise. What lies ahead for JPY? Learn about potential market impacts and key economic...
13/09/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - September 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
12/09/2024 Geopolitics US election debate generates more political than policy buzz The first, and potentially only, election debate between the two U.S. presidential candidates, Kamala Harris and Donald Trump, was light on policy details...
9/09/2024 Rally broadening is underway The S&P 500 (excluding mag 7) has delivered strong gains this quarter, outperforming the large tech stocks.
9/09/2024 Investment Views Global Investment Views - September 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
6/09/2024 Sustainable Finance An Introduction to Carbon Pricing This study provides an introduction to carbon pricing mechanisms through micro- and macro-based empirical analysis.
3/09/2024 ESG Thema ESG Thema #17 - Investing in gender equality: Momentum is gr... Discover more on gender diversity and how to take advantage of the growing momentum on gender-smart investing.