7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
27/03/2023 Podcasts Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets
24/03/2023 Investment Views Global Investment Views - April 2023 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but major instability unlikely Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
24/02/2023 Investment Views Global Investment Views - March 2023 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.