5/07/2024 Podcasts Outerblue Convictions – Global Investment Views – Trends ste... Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.
2/07/2024 Investment Views Global Investment Views - July 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
1/07/2024 Indian bonds go global Indian government bonds have gained attention recently due to their inclusion in a leading emerging markets bond index starting from 28 June. This key...
24/06/2024 French markets amid snap elections Political uncertainty can amplify short-term market movements. However, markets tend to recover once the political situation clarifies and the focus comes...
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
6/06/2024 Emerging Markets India's election outcome and its economic implications The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.
4/06/2024 Podcasts Outerblue Convictions – Global Investment Views – Data drivi... Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
31/05/2024 Investment Views Global Investment Views - June 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
10/05/2024 Portfolio Allocation Stock-Bond Correlation: Theory & Empirical Results In this study, we provide an overview of stock-bond correlation modeling.
6/05/2024 Investment Views Global Investment Views - May 2024 Explore our Global Investment Views for May 2024: Unraveling the complexity of the Fed's policy, inflation outlook, and identifying investment opportunities...
6/05/2024 Real & Alternative Assets Hedge Fund Outlook H2 2024 More fragmented economies and monetary policies would open more regional relative value opportunities that should support Hedge Funds.
30/04/2024 Sustainable Finance Causality Approach Applied to Clean-Tech Equities Explore how the Causality Approach unveils the dynamics of clean-tech equities, highlighting how pure players outshine non-pures in financial performance.
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.