18/05/2026 Inflation question haunts the market US input price inflation accelerated in April, coming in significantly above market expectations.
6/03/2026 Equity Reforms and reflation: unlocking Japanese equity upside Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
6/03/2026 Sustainable Finance From Transition to Physical Risk: Rethinking Portfolio Manag... Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.
9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
25/11/2025 Podcasts 2026 Investment Outlook - Keep it turning - Global Investmen... In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months.
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.
12/05/2025 Podcasts Outerblue Talks Research – Capital Market Assumptions 2025 Join Amundi's Outerblue Talks Research podcast for insights on Capital Market Assumptions. Experts discuss transformative trends, long-term return expectations,...