With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.

Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.

Hedge funds will offer interesting opportunities in the first half of the year, providing appealing diversification benefits for global portfolios.

Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.

This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...

Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.

The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.

The Talks outlines the recent developments in French politics and implications for investors

Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.