High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...

Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.

The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.

Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...

Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the...

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.

Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.

Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.