22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
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.
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
7/03/2024 Insurance Adapting to higher interest rates while optimizing prudentia... Explore strategic adjustments insurers navigate in fixed income portfolio allocation amid evolving economic dynamics. Learn how Matching Adjustment optimizes...
1/03/2024 Investment Views Global Investment Views - March 2024 Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...
19/02/2024 US Inflation surprise on the Fed radar Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...
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...
6/02/2024 Emerging Markets Emerging Markets charts and views: Winners and losers in a p... Stay ahead in finance with insights on 2024 EM outlook: EM Growth Premium, monetary policy trends, Asia's resilience, and geopolitical risks.
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watc... Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
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...
20/12/2023 Portfolio Strategy Bond Portfolio Optimisation and Mixed Integer Programming In this paper, we apply mixed-integer optimization in corporate/government bond portfolios.