Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...

Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...

Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...

Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...

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.

Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.

Markets have the signpost that Chinese policymakers would like to conduct broad easing.

This paper examines the fallout of South Korea's political turmoil

The article examines the impact of the 2024 elections on global markets and the search for returns in private and Asian emerging markets, highlighting...

The article highlights Q3 2024's market resilience, with strong equity returns stabilizing pension funding ratios despite volatility.

The article discusses the growth of European securitisations in 2024, highlighting their risks and opportunities for pension funds

This article explores how Amundi Alpha Associates enhances responsible investing in private markets by integrating ESG factors into portfolio monitoring...

2024's elections will shape global markets. This article explores U.S. policy impacts on emerging markets, pension investment trends, and ESG integration.

Pension investors are adjusting to new economic challenges, exploring opportunities in private markets and Asian assets from the 2024 Amundi–CREATE survey.