30/09/2022 Geopolitics Upheaval in the global FX regime The energy and inflation crises have uncovered cracks in the long-standing global foreign exchange regime. A new approach to currency management is required...
7/04/2022 Machine Learning & Artificial Intelligence Monitoring Narratives: an Application to the Equity Market In this research, we show that variables from the Global Database of Events, Language and Tone (GDELT) convey significant informational content that can...
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world In this piece we address the impact of de-globalization on investors, and in particular the road back to the benefits of international diversification.
5/04/2022 Economy & Markets Market Scenarios and Risks - April 2022 We keep the narratives and the probabilities of our central and alternative scenario unchanged versus last month. The war in Ukraine could evolve in...
5/04/2022 Economy & Markets Macroeconomic Picture - April 2022 United States: the increase in energy and commodity prices, which is pushing inflation higher, is negatively impacting the US consumer, both in terms...
25/03/2022 Capital Market Assumptions Asset Classes Views: Keeping up with climate change In the most recent edition of Amundi’s Asset Class Views, we perform an in-depth analysis of the implications of climate mitigation and Net Zero transition...
24/03/2022 Hubert Védrine speaks about the Ukraine conflict: Focus Euro... Amundi Institute chairman, Pascal Blanqué, interviews Hubert Védrine, former French Minister of Foreign Affairs, on his views on the ongoing situation...