18/12/2024 Cross Asset Research Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
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.
16/09/2024 ECB cuts rates again this year The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
26/07/2024 Investment Views Global Investment Views - August 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
24/07/2024 Equity The Artificial Intelligence revolution: sector perspectives Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.