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.
16/01/2024 Geopolitics DPP wins Taiwan elections: key take-aways for investors A geopolitical understanding of the Taiwan elections and its impact on markets.
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...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
24/07/2023 Cross Asset Research Cross Asset Investment Strategy - July/August 2023 Find the latest edition of our monthly publication. This month we explore our key takeaways from the 2023 edition of AWIF.
24/07/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2023 UK monetary policy to avert risk of a wage-price spiral
24/07/2023 Economy & Markets Where will the pieces fall? Takeaways from 2023 AWIF The 2023 Amundi World Investment Forum (AWIF) focused on the transformative time we are living in and the key consequences for investors.
20/07/2023 Podcasts Outerblue Talks Research - Geopolitical shifts shaping inves... Geopolitics has become an ever increasing concern for financial markets over the past few years. Fractures and shifts in alliances are transforming the...
29/06/2023 Geopolitics Geopolitical shifts and investment implications Evolving US-China relations and the war in Ukraine are reshaping the geopolitical landscape. Investors require a better sense of how to prepare.
22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
22/06/2023 Global Outlook Mid-year outlook 2023: global themes Central banks face a dilemma. Substantial monetary tightening has reduced headline inflation, but core measures are proving sticky, both in Europe and...