A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

The current landscape presents an opportune moment to reconsider the role of Emerging Markets Debt in portfolio allocation, with high nominal yields and...

The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...

Great attention was given to COP28 due to the significant acceleration we observe in private sector mobilization, underpinned by the recent technological...

Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.

India's macro fundamentals are well positioned for a multi-year improvement in output and earnings, creating new opportunities for global investors.

The research team at Amundi highlights that social inequality plays a critical part in determining an inclusive pathway towards decarbonisation.

"Assessing the environmental, social, and governance (ESG) quality of an issuer is key for investment decisions, not only to take into account the sustainable...