9/05/2023 Economy & Markets Stress in US regional banks continues, while the Fed moves t... The Talks elaborates on the banking stress in US and the FOMC May meeting.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
10/05/2023 Cross Asset Research Cross Asset Investment Strategy - May 2023 Cyclical risks persist, as the odds of a US recession are on the rise, but they are not completely priced in by markets.
2/05/2023 The emerging market comeback Amid China’s earlier than expected reopening and a downturn in US economic conditions, emerging markets are well positioned to continue outpacing their...
28/04/2023 Investment Views Global Investment Views - May 2023 Should investors be changing course? Read more of our monthly investment views.
27/04/2023 Emerging Markets Emerging Markets Charts and Views - Springtime for Emerging ... Outlook for EM assets: opportunities and risks for EM-investors in 2023.
21/04/2023 ESG Thema ESG Thema #12 - Responsible Investing in Asia: Outlook 2023 As ESG regulations and investors’ demand increases across Asia, asset owners and asset managers should pay attention to fast growth of responsible investing...
19/04/2023 Research Climate change and social inequality: how does climate chang... The research team at Amundi highlights that social inequality plays a critical part in determining an inclusive pathway towards decarbonisation.