A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.

Markets have the signpost that Chinese policymakers would like to conduct broad easing.

This paper examines the fallout of South Korea's political turmoil

The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...

The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.

The article discusses the growth of European securitisations in 2024, highlighting their risks and opportunities for pension funds

This article explores how Amundi Alpha Associates enhances responsible investing in private markets by integrating ESG factors into portfolio monitoring...

2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.

Pension investors are adjusting to new economic challenges, exploring opportunities in private markets and Asian assets from the 2024 Amundi–CREATE survey.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.

Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.