The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.

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

A latest survey reading of US consumers rose in May, after declining for three months in a row.

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

The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.

In this study, we provide an overview of stock-bond correlation modeling.

Explore our Global Investment Views for May 2024: Unraveling the complexity of the Fed's policy, inflation outlook, and identifying investment opportunities...

More fragmented economies and monetary policies would open more regional relative value opportunities that should support Hedge Funds.

Explore how the Causality Approach unveils the dynamics of clean-tech equities, highlighting how pure players outshine non-pures in financial performance.

Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.

European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...

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

Prepare for market volatility as a Trump-Biden rematch looms in November. Explore global opportunities amidst divergent geopolitical views. Stay vigilant...

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

European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...