7/11/2025 Podcasts Deciphering conflicting signals - Global Investment views by... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
4/11/2025 Portfolio Strategy Human Capital Assessment via Large Language Models alignment This study presents a new methodological framework that combines clustering techniques with large language models (LLMs) to analyze intangible assets...
3/11/2025 Fed cut rates, more to come in December Amundi assesses the Fed’s October cut and probability of further Fed Rate Cuts in December, analysing labour-market risks, tariffs passthrough and inflation...
31/10/2025 Investment Views Global Investment Views - November 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
28/10/2025 Portfolio Allocation Retirement Accumulation Strategies with Real Assets and Infl... This paper presents a dynamic framework for retirement accumulation that integrates human capital, multi-asset real investments and inflation hedging...
27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up cal... Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
24/10/2025 Emerging Markets Resilient Emerging Markets in the Great Diversification Emerging Markets outlook: opportunities and risks for investing in EM assets, and the case for broader diversification of global portfolios.
20/10/2025 French markets in a relief rally After this week’s relief rally, the CAC 40 is nearly back to its February highs, having almost fully recovered prior losses.