Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.

Discover the geopolitical factors influencing the US-China trade war, the complexities of decoupling, and our insights on the US Treasury market in our...

Discover how Beijing's trade war strategy has shifted from restraint to decisive retaliation. Eroding trust from U.S. 'strategic decoupling' leads to...

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...