Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.

Europe aims to boost productivity through policy reforms and investments to restore competitiveness.

Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

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

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

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.

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

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

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.

Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.

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

As expected, the ECB reduced its policy rates for the first time in the last five years.