23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
26/07/2024 Economy & Markets How long can the Central Banks’ divergence last Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...
26/07/2024 Investment Views Global Investment Views - August 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
12/07/2024 Podcasts Outerblue Convictions – H2 24 Outlook – It’s all about confi... Discover the H2 24 outlook from Outerblue Convictions, as Swaha Pattanaik and Monica Defend discuss confidence, market impacts, and investment strategies...
5/07/2024 Podcasts Outerblue Convictions – Global Investment Views – Trends ste... Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.
2/07/2024 Investment Views Global Investment Views - July 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
31/05/2024 Investment Views Global Investment Views - June 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...
18/12/2023 Fed and ECB: towards rate cuts in 2024 The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market... Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
17/10/2023 Economy & Markets Central banks’ endgame: a new policy paradigm Dive into the effects of central bank balance sheet normalization on financial markets, government bond yields, and the evolving investment landscape....
12/09/2023 Economy & Markets CBDCs: where do the projects and debates stand? Understanding the debate over the potential benefits and risks of Central Bank Digital Currencies.
24/02/2023 Investment Views Global Investment Views - March 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
