Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.

The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.

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

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...

Stay ahead in finance with insights on global markets. Navigate economic shifts & Fed rate cut expectations. Actionable strategies for credit & multi-asset...

Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...

Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...

November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...

Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...

The November Cross Asset issue is a special Outlook edition, featuring our key views as we enter 2024.

This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.

The Hot Debates section sheds light on current global topics.

The Asset Class outlook section provides a granular insight into all the various asset classes together with our view for 2024.

The Emerging Markets section provides a thorough analysis of our view for Emerging Markets in 2024.