22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
5/07/2024 Podcasts Outerblue Convictions – Global Investment Views – Trends ste... Explore Outerblue Convictions to gain insights into global investment views and trends steering markets, guiding you towards smarter financial decisions.
2/07/2024 Investment Views Global Investment Views - July 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
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.
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...
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
17/04/2024 Cross Asset Research Cross Asset Investment Strategy - April 2024 Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.
17/04/2024 Economy & Markets Macroeconomic and financial market forecasts - April 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...
17/04/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2024 Discover how the Bank of Japan's shift to traditional monetary strategies is reshaping investment landscapes. Essential insights for investors.
16/04/2024 Economy & Markets A window of opportunity for European equities Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.