22/01/2025 Real & Alternative Assets Hedge Fund Outlook H1 2025 Hedge funds will offer interesting opportunities in the first half of the year, providing appealing diversification benefits for global portfolios.
21/01/2025 ESG Thema ESG Thema #19 - Measuring Scope 3 Emissions: implications & ... Explore why measuring scope 3 emissions is a challenging task and the implications of their integration for investors
20/01/2025 Podcasts Outerblue Convictions – Global Investment Views – Goldilocks... Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for...
20/01/2025 Cross Asset Research Cross Asset Investment Strategy - January 2025 Find the latest edition of our monthly publication. The focus is on China's economy as we enter the year of the snake.
20/01/2025 Geopolitics Tail risks to watch This article reviews the geopolitical risks and expectations for 2025, including U.S.-China relations and hybrid warfare.
20/01/2025 Economy & Markets The Fed’s dilemma This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.
20/01/2025 Emerging Markets Focus on China This report analyzes China's economic outlook for 2025, focusing on the effects of monetary easing and fiscal policies amid structural challenges and...
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.