15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
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...
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 out amongst the Santa Rally? 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...
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
26/10/2023 Investment Views Global Investment Views - November 2023 Look out for growth, but with an eye on inflation
26/10/2023 Podcasts Outerblue Convictions – Global Investment Views: Look out for growth, but with an eye on inflation
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
28/09/2023 Podcasts Outerblue Convictions – Global Investment Views: Inflation stabilises, but policy dilemma continues
13/09/2023 Podcasts Outerblue Convictions – Global Investment Views: Divergences persist as we head into autumn
8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
31/07/2023 Emerging Markets Emerging market resilience paves the way for new opportunities Economic resilience and a growth advantage over developed markets make emerging countries an attractive destination for the second half of the year.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
25/07/2023 Podcasts Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet