26/05/2025 US rating slides, spending rises The US government lost their top-notch AAA rating on their long-term issuer debt recently, from Moody’s Ratings.
19/05/2025 Podcasts Outerblue Convictions- Global Investment Views - Trade wars ... The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
19/05/2025 US-China truce reduces tariffs for now US-China truce reduces tariffs for now. The trade deal -- even if temporary -- should support economic growth in both countries.
12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
12/05/2025 Podcasts Outerblue Talks Research – Capital Market Assumptions 2025 Join Amundi's Outerblue Talks Research podcast for insights on Capital Market Assumptions. Experts discuss transformative trends, long-term return expectations,...
5/05/2025 Trump’s first 100 days The eventful first 100 days in office of Donald Trump put into question the dominant role of US assets, thus pushing global investors to look to other...
28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
28/04/2025 Real & Alternative Assets Private Assets likely to stay resilient during market turmoi... Understanding how Private Assets likely behaved during the recent market selloff.
14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
9/04/2025 Podcasts Outerblue Talks Research - Seat belts fastened for the globa... The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements
7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
17/02/2025 US inflation surprises on the upside 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...
