16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
6/12/2024 Investment Views Global Investment Views - December 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
26/11/2024 Real & Alternative Assets 2025 outlook: private markets shine bright This paper examines the 2025 outlook for private markets
25/11/2024 Gold and geopolitics Gold prices have remained resilient this year, rising around 30% year-to-date.
18/11/2024 Economy & Markets Spotting opportunities in a reconfigured world The global outlook for 2025 is benign, but geopolitics and national policies are creating a more fragmented world that may bring new surprises.
14/11/2024 Portfolio Allocation Return Predictability, Expectations, and Investments: Experi... This paper proposes an experiment to understand why investors tend to adjust their portfolios insufficiently in response to changes in their own forecasts...