2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
1/07/2025 Investment Views Global Investment Views - July 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
30/06/2025 NATO pledges for more defence outlay The new world order, intensified by threats like the Russia-Ukraine war, is driving calls for higher defence spending.
25/06/2025 Geopolitics The evolving Israel-Iran conflict US strikes on Iran triggered missile retaliation and a fragile ceasefire. Markets reacted cautiously with oil settling near $68, while geopolitical tensions...
23/06/2025 Geopolitics US enters Israel-Iran conflict This update explores the potential implications of the Israel-Iran conflict and highlights the main takeaways for investors following the recent US strikes...
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23/06/2025 Geopolitics fuels a surge in oil Oil prices have risen on concerns over supply disruptions following the conflict, with some ripple effects in equities.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
16/06/2025 US inflation less than expected Confidence rose in May, but it is still below the levels seen at the beginning of the year.
16/06/2025 Geopolitics Our take on Israel’s attack on Iran In this Investment Talks we explore the potential implications and the main take-aways for investors after the Israel's strikes on Iran.