3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
31/05/2024 Investment Views Global Investment Views - June 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
23/05/2024 Capital Market Assumptions Capital Market Assumptions 2024 Discover our Q1 update of our long-term expected returns across all major asset classes, factoring climate pathways and social considerations.
22/05/2024 Research Emerging Market Green Bonds - Report 2023 Find out more on the 2023 growth and outlook of the sustainable bond market in emerging markets and developing economies (EMDEs).
21/05/2024 Podcasts Outerblue Research – Capital Market Assumptions 2024 Our capital market assumption forecasts look more closely at the themes that shape the financial market landscape and aim to help steer investors over...
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds
13/05/2024 Diversified approach in focus Leverage a diversified strategy focusing on European equities and bond yields for potential growth. Navigate economic uncertainty and interest rate dynamics...
10/05/2024 Portfolio Allocation Stock-Bond Correlation: Theory & Empirical Results In this study, we provide an overview of stock-bond correlation modeling.
10/05/2024 Real & Alternative Assets Real and alternative assets in focus in the strategic asset ... Real and alternative assets can help enhance portfolio risk-adjusted returns. Investors could consider a building block dedicated to these assets.
7/05/2024 Economy & Markets IMF spring meeting take-aways: short-term resilience, but no... The IMF outlook highlights the remarkable resilience in growth and declining inflation in most countries. However, the medium-term outlook remains subdued...
7/05/2024 Cross Asset Research Cross Asset Investment Strategy - May 2024 Find the latest edition of our monthly publication. The focus is on the IMF meeting: short-term resilience, but no reacceleration in the mid term.
7/05/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - May 2024 Unlock critical investment insights with the May 2024 Cross Asset Strategy Report, covering US, China, and India's economic forecasts, inflation, and...
7/05/2024 Economy & Markets Macroeconomic and financial market forecasts - May 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 29, 2024. Get insights crucial for informed decision-making...
7/05/2024 Podcasts Outerblue Convictions – Global Investment Views: Bright spot... The uncertainties faced by financial markets over the recent months have been making forecaster’s lives difficult. The two big questions over growth and...