8/04/2024 Rotations at play in equity markets European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...
11/03/2024 Super Tuesday points to a super-charged battle Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...
26/02/2024 Investors patience rewarded European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...
12/02/2024 Japan equity leadership continues Explore the lucrative Japanese equity market for international investors. Benefit from profit recovery, corporate reforms, and wage negotiations driving...
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
26/12/2023 Japan’s equities surfing on the end of deflation The Bank of Japan has paved the way for an exit from its Negative Interest Rates Policy in Q1 2024. Japan’s exit from deflation is transforming the behaviour...
20/12/2023 Podcasts Outerblue Convictions – Global Investment Views: What stands out amongst the Santa Rally? In our last Convictions podcast of the year, Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, sat down last week to discuss whether...
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
26/10/2023 Podcasts Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
28/09/2023 Podcasts Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
13/09/2023 Podcasts Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn
6/06/2023 Emerging Markets Indian assets are poised for growth in investors' portfolios A strong demographic and economic outlook over the next decade will be favourable for India's equity and fixed income markets.