5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
4/03/2024 Fed in no rush after strong US data Stay ahead in finance with insights on global markets. Navigate economic shifts & Fed rate cut expectations. Actionable strategies for credit & multi-asset...
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
24/07/2023 Cross Asset Research Cross Asset Investment Strategy - July/August 2023 Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
24/07/2023 Economy & Markets Where will the pieces fall? Takeaways from 2023 AWIF The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors.
3/07/2023 Podcasts Outerblue Convictions – H2 Outlook - Opportunities beyond a precarious path to growth
22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
22/06/2023 Global Outlook Mid-year outlook 2023: global themes Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...
22/06/2023 Cross Asset Research Cross Asset Investment Strategy – special edition: mid-year outlook 2023 The June Cross Asset issue is a special mid-year outlook edition, featuring our key views as we enter the second half of the year.
10/05/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2023 Real, or inflation-adjusted, bond yields are higher than they were before the pandemic, but are likely to return to pre-Covid levels in the medium term,...