Explore our Global Investment Views for May 2024: Unraveling the complexity of the Fed's policy, inflation outlook, and identifying investment opportunities...

With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.

Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.

Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...

Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...

Explore strategic adjustments insurers navigate in fixed income portfolio allocation amid evolving economic dynamics. Learn how Matching Adjustment optimizes...

Stay ahead in finance with insights on global markets. Navigate economic shifts & Fed rate cut expectations. Actionable strategies for credit & multi-asset...

Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...

Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.

Bonds and EM stand out in the Santa Rally.

Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...

November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...

Receding inflation good news but inflation fight not over

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...