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...
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability We assess the long-term economic path for the China economy and how 2024 slowdown fits within this picture. From an investment standpoint, the shift toward...
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.
26/12/2023 Japan’s equities surfing on the end of deflation The Bank of Japan has paved the way for an exit from its Negative Interest Rates Policy in Q1 2024. Japan’s exit from deflation is transforming the behaviour...
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... 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...
18/12/2023 Economy & Markets ECB on hold supportive for Euro credit markets and govies Understanding the outcome of the latest ECB and BoE meetings, and their impact on markets.
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
11/12/2023 India outperforming in H2 so far Indian stocks seem on track to outperform the US, EM and world equity indexes in H2. In the first week of December, the country’s market capitalisation...
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
20/11/2023 Asia in focus after the Biden–Xi summit "Global economic competition is reshaping supply chains and some emerging markets, in particular in Asia, may shine".
13/11/2023 Capital Market Assumptions Asset Class Returns Forecasts - Q4 2023 Quartely update of the expected returns across asset classes with a 5 and 10 year horizon.
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation