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

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

Understanding the outcome of the July FOMC meeting and its market and implications.

In the current high-inflation regime, the use of fiscal space must: (1) be rule-based; and (2) preserve the possibility of a cooperative game between...

After years of dormant peripheral risk, the recent resurgence of fragmentation issues in Europe, amid rising stagflationary risks at a time of Central...

July meeting: The ECB hiked its three key interest rates by 50bp for the first time in more than a decade, bringing its rates out of negative territory.

A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...

The ECB is determined to tighten its monetary policy in the face of record high inflation levels.

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

The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...

Understanding the outcome of the June FOMC meeting and its market and implications.

Understanding how the legacies of the 'old economy' paved the way for a new macro-financial regime today, and implications for investors.

As crises unfold, structural and governance issues tend to become more and more important.

Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.