President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.

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

Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.

Leveraged loans are increasingly relevant for investors, given their historic performance, attractive yields and benign default dynamics.

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

The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...

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

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

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

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

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

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

In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.

This paper examines the 2025 outlook for private markets

Gold prices have remained resilient this year, rising around 30% year-to-date.