In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...

In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.

The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.

This paper analyzes the market valuation of climate innovations through a detailed examination of patent data.

Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.

High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

Europe aims to boost productivity through policy reforms and investments to restore competitiveness.

Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.

A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.

Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.

Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.

How do Solvency 2 review and climate stress tests reshape risk management? Explore regulations and strategies to boost resilience to climate risks.

How can we interpret the growing volatility of swap spreads and their structural distortions? Discover key factors and future trends.

Watch the webinar on Tuesday, 8th April 2025.

We present a robust topic modeling framework that mitigates overfitting while capturing the evolving nature of discourse.