7/11/2024 Economy & Markets Trump Victory: Key implications for investors Trump will return to the White House, with a red sweep of the Senate and House likely. Financial markets reacted by extending popular "Trump trades".
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....
4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
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.
30/10/2024 Podcasts Outerblue Convictions – Global Investment Views – Perspectiv... Explore potential market reactions to the 2024 US election with Swaha Pattanaik and Monica Defend as they discuss Trump and Harris' economic agendas.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
23/10/2024 Economy & Markets 2024 US elections: macro, geopolitical, and investment persp... This paper examines the potential economic and foreign policy changes at stake in the 2024 US elections and implications for investors across asset classes,...
21/10/2024 EM powering ahead Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.
22/10/2024 Emerging Markets Emerging Markets charts and views: Gearing up ahead of US el... The global macroeconomic outlook is favourable for Emerging Markets assets, as global growth remains resilient and inflation nears target ranges.
8/11/2024 US Elections 2024 Unpacked: Results, Reactions and the Road ... Watch our 2024 US election results webinar for comprehensive analysis and insights.