1/07/2025 Investment Views Global Investment Views - July 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
30/06/2025 NATO pledges for more defence outlay The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
11/06/2025 Podcasts Global Investment Views - Tracking the U-turns amid rising y... In this Amundi podcast, Swaha Pattanaik and Monica Defend analyze market trends, bond yields, and economic outlooks while addressing fiscal and monetary...
6/06/2025 Economy & Markets Time for Europe Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.
4/06/2025 Investment Views Global Investment Views - June 2025 The Global Investment Views (GIV) elaborates on the latest insights, convictions, and outlook from our Global CIOs, various Investment Platforms, and...
2/06/2025 Economy & Markets Indian assets have long-term allure as global rivalries inte... Indian assets are at the top of Amundi Investment Institute's ranking of long-term return expectations for 40 asset classes as global trade rivalries...
9/05/2025 Investment Views Global Investment Views - May 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
2/04/2025 Investment Views Global Investment Views - April 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
31/03/2025 Capital Market Assumptions Capital Market Assumptions 2025 Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.
31/03/2025 Economy & Markets Empowering transformation in Europe Europe aims to boost productivity through policy reforms and investments to restore competitiveness.
31/03/2025 Equity Equity sectors: a mix of Growth and Value to navigate the ch... Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.