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RC-2023.04-US-Banking-Sector-Slider_0

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.

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Outerblue Convictions - Global Investment Views: Crisis memories return in vulnerable markets

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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.

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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...

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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...

RC-2023.03-GIV-Slider

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.

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