3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
2/04/2025 Investment Views Global Investment Views - April 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
31/03/2025 Europe in focus amidst fiscal boost Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.
17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
10/03/2025 Germany’s historic step to raise spending The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...
4/03/2025 Investment Views Global Investment Views - March 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
6/02/2025 Cross Asset Research Cross Asset Investment Strategy - February 2025 Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.
4/02/2025 Investment Views Global Investment Views - February 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
3/02/2025 Tech sector in the spotlight The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
