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.
20/10/2025 Investment Insights Blended Finance: scaling capital for sustainable impact Blended Finance (BF) is a strategic solution in accelerating emerging markets' progress towards reaching sustainable development goals (SDGs).
17/10/2025 Cross Asset Research Cross Asset Investment Strategy - October 2025 Discover the latest edition of our monthly publication, exploring what's behind gold's record-breaking rally and what it signals for global markets.