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...

Central banks on hold as uncertainty mounts - In light of rising economic headwinds from uncertainty around global trade, the Fed kept a wait-and-see...

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.

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...

"Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.