27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
6/05/2022 Emerging Markets Hold tight for the Chinese demand shock: faith over fear The extended lockdown in Shanghai and other cities have shattered market confidence, sending Chinese equity market down again over the month.
3/05/2022 Real & Alternative Assets Global real estate markets: rich valuations, but not a sourc... Understanding the current situation of global real estate markets and their likely evolution in a high-inflation regime.
23/03/2022 Retirement Pension Funds Letter 14 - The Red Dragon continues its ascen... In this latest edition of Amundi Pension Fund Letter we turn our gaze to China. The world’s second largest economy since 2010.
7/02/2022 Emerging Markets Emerging Markets Charts and Views - Reasons for cautious opt... Emerging Markets Charts and Views - Reasons for cautious optimism in 2022
23/12/2021 Investment Views Global Investment Views - January 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
15/10/2021 Geopolitics Shifts & Narratives #10 - China is finally emerging from the... Today, with developed market equities highly correlated and bond yields remaining subdued, investors are searching for other sources of income. In this...