Pension Funds face unprecedented challenges. This letter explores the impact of inflation, interest rates and climate change, offering insights into navigating...

After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.

The Fed has started shrinking its balance sheet as part of its fight against elevated inflation.

Understanding the outcome of the November FOMC meeting and its market implications

Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.

The ECB has turned more dovish suggesting a less aggressive rate hike path ahead.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The flattening of the US yield curve will depend on the persistence of core inflation and on the impact of monetary tightening on growth.

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

To understand how the stagflationary environment in Europe affects the region's markets.

The origins of inflation are not always well understood. While some economists had warned of impending inflation as early as last year, few had anticipated...

The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.

The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.