18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
9/09/2024 Investment Views Global Investment Views - September 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
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.
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.
23/07/2024 Geopolitics Biden’s exit from the presidential race opens a phase of unc... The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
11/07/2024 Geopolitics A new window of vulnerability opens in the second half of th... Protectionism, sanctions, tariffs, export controls and trade wars will intensify. Investors must assess these evolving risks.