9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
3/05/2024 Insurance Amundi Insurance Insights #2 Amundi Insurance Insights #2 unveils strategies for insurers to adapt to regulatory changes, optimize capital, and embrace biodiversity in their investment...
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
7/03/2024 Insurance Adapting to higher interest rates while optimizing prudentia... Explore strategic adjustments insurers navigate in fixed income portfolio allocation amid evolving economic dynamics. Learn how Matching Adjustment optimizes...
1/03/2024 Investment Views Global Investment Views - March 2024 Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...
6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a p... Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
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. With inflation numbers,...
18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
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...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
11/12/2023 Emerging Markets Emerging Markets Outlook 2024 charts and views: Opportunitie... Outlook for EM assets: opportunities and risks for EM investors in 2024.
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.
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportuniti... Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
