7/04/2025 Gold at a time of tariffs and trade war President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.
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...
12/11/2024 Global Outlook 2025 Investment Outlook In 2025, identifying the opportunities created by policy choices and geopolitical shifts will be as important as safeguarding against the risks they entail....
31/10/2024 Investment Views Global Investment Views - November 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.