6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a pivotal year for Emerging Markets Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watch Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
13/12/2023 ESG Thema ESG Thema – Special COP28: Main outcomes and implications for investors Great attention was given to COP28: it was the most attended COP in history, notably due to the significant acceleration we observe in private sector...
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunities in a fragmented world Outlook for EM assets: opportunities and risks for EM investors in 2024.
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
11/12/2023 Investment Insights Amundi Responsible Investment Views 2024 To reach the world’s objective of carbon neutrality by 2050, global clean energy spending has to more than double to $4.5 trillion per year by 2030, of...
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
15/11/2023 ESG Thema ESG Thema #14 - Navigating the Net Zero landscape: a toolbox for investors Existing solutions offer a wide range of opportunities for investors to align their portfolios with a Net Zero emissions scenario.
13/11/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.