Our May edition outlines the geopolitical scenarios for the US-China trade war, the complexities of decoupling, and our outlook on the US Treasury market.
Global Investment Views - May 2025
The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
Liberation Day tariffs: an initial assessment
In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
What’s Next for Europe and the World
Watch the playback! What's next for Europe and the World. Our experts provided an initial assessment of recent trade tariffs and their implications for the global economy and markets, with a special focus on Europe.
Capital Market Assumptions 2025
Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.
The diverse economic impacts of artificial intelligence
In this paper we extend our 2024 analysis by focusing on differentiating macroeconomic productivity gains enabled by AI across countries.
Navigating climate risk: Solvency II revision, stress tests and strategic adaptation
How do Solvency 2 review and climate stress tests reshape risk management? Explore regulations and strategies to boost resilience to climate risks.