12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil
5/12/2024 Retirement Where will returns come from? Pensions in a new economic reg... The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...
5/12/2024 Retirement Solid equity performances keep funding ratios on a high The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.
5/12/2024 Retirement European Securitisations: Risk and Opportunities for Pension... The article discusses the growth of European securitisations in 2024, highlighting their risks and opportunities for pension funds
5/12/2024 Retirement Beyond the Numbers: ESG in Action This article explores how Amundi Alpha Associates enhances responsible investing in private markets by integrating ESG factors into portfolio monitoring...
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.
3/12/2024 Retirement Pension Funds Letter 22 - New realities, new searches for re... 2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.
3/12/2024 Retirement Seeking returns in private markets and emerging markets in a... Pension investors are adjusting to new economic challenges, exploring opportunities in private markets and Asian assets from the 2024 Amundi–CREATE survey.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
