In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

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

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.

A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.

Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

In this study, we provide an overview of stock-bond correlation modeling.

Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...

Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...

Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...

November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...

Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...

Look out for growth, but with an eye on inflation