26/07/2024 Economy & Markets Macroeconomic and financial market forecasts - July/August 2... Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of July 24, 2024. Get insights crucial for informed decision-making...
26/07/2024 Economy & Markets How long can the Central Banks’ divergence last Understand how central banks' rate divergence affects exchange rates, with a focus on US long-term yields, energy price shocks, and inflation pass-through...
26/07/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - July/August 2024 Detailed macroeconomic analysis of the evolution of the US, Chinese and Indian economies, with forecasts for interest rates, inflation and growth.
26/07/2024 Investment Views Global Investment Views - August 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
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.
22/07/2024 Retirement Pension Funds Letter 21 - All together to talk “Adaptation i... Get highlights on adapting to tech trends, assessing geopolitical risks, and optimizing pension fund distributions in our latest Pension Funds Letter.
15/07/2024 Geopolitics in focus as NATO leaders meet As NATO leaders convene, Geopolitics in focus for investors with US elections heating up. Understand the implications of global strategies and political...
12/07/2024 Podcasts Outerblue Convictions – H2 24 Outlook – It’s all about confi... Discover the H2 24 outlook from Outerblue Convictions, as Swaha Pattanaik and Monica Defend discuss confidence, market impacts, and investment strategies...