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...
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,...
7/02/2024 Investment Views Global Investment Views - February 2024 Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...
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.
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
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...
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
26/10/2023 Podcasts Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
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
8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
7/07/2023 Insurance IFRS 9 and 17 & ongoing IASB post implementation review: investment implications for insurers We highlight the implications of IFRS 9 and 17 standards and share some thoughts on how insurance companies can effectively address this framework.
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.