9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
6/12/2024 Investment Views Global Investment Views - December 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
31/10/2024 Investment Views Global Investment Views - November 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
7/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Ears to th... Focus over the past month has been fixed on central bank policy, most particularly on the Federal Reserve. Their September meeting finally brought the...
4/10/2024 Investment Views Global Investment Views - October 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
9/09/2024 Investment Views Global Investment Views - September 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...
29/07/2024 Benefit from the EM story through India Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.
23/07/2024 Geopolitics Biden’s exit from the presidential race opens a phase of unc... The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...
11/07/2024 Emerging Markets EM winners in a fragmented world Emerging Markets, particularly India, are playing a crucial role in driving the global economic recovery in 2024 due to their resilience.
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
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.