9/05/2025 Investment Views Global Investment Views - May 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
14/04/2025 Cross Asset Research Cross Asset Investment Strategy - April 2025 Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
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.
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.
16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
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 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.
