26/01/2026 Economy & Markets Geopolitics, tariffs and market volatility January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
30/09/2024 Geopolitics China policy: short-term lift or long-term change? China's Politburo announced a series of policy easing measures aimed at stabilising the economy and reviving sentiment which rallied Chinese equities
9/09/2024 Rally broadening is underway The S&P 500 (excluding mag 7) has delivered strong gains this quarter, outperforming the large tech stocks.
9/09/2024 Investment Views Global Investment Views - September 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
6/08/2024 Geopolitics US economy worries pummel markets Global stock markets have reversed, with Japan's benchmark Topix index on Aug. 5 suffering its biggest one-day drop in more than three decades.
