In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....

Watch our 2024 US election results webinar for comprehensive analysis and insights.

Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".

The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2

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

Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.

The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.

This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...

The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.

Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.

While inflation for September was above market expectations, one data point doesn’t make a long-term trend.

Find the latest edition of our monthly publication. The focus is on Draghi's report on EU competitiveness.

Mario Draghi’s report on Europe’s declining competitiveness poses a significant challenge for policymakers. While it has broad support, implementation...

Discover comprehensive macroeconomic and financial market forecasts for September 2024, updated as of October.

While monetary policy in LatAm has been nothing short of prudent, both on the way up and down, LatAm’s post Covid and post elections fiscal consolidation...