27/02/2025 Podcasts Outerblue Convictions – Global Investment Views – Narratives... In this podcast, Amundi experts discuss the impact of recent geopolitical events, including tariffs and security concerns, on equity and fixed income...
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Podcasts Outerblue Convictions – Global Investment Views – Goldilocks... Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for...
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
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.
1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, respon... Pension Funds face unprecedented challenges. This letter explores the impact of inflation, interest rates and climate change, offering insights into navigating...
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implicat... Understanding the latest UK budget and its main political, social and market implications
5/10/2022 Retirement Amundi Pension Funds Letter - Special Edition: UK LDI Crisis Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related...
28/09/2022 Fixed Income & FX UK market turmoil points towards further volatility in globa... Understand recent market reaction to the UK budget proposal that had significant market impact on the Sterling and look into what are the implications...
11/07/2022 Economy & Markets UK Leadership Change: Economic and market implications With the economic situation having deteriorated considerably since the beginning of the year, it is vital for the Conservative Party to agree on a new...