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.
26/07/2024 Investment Views Global Investment Views - August 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
24/07/2024 Equity The Artificial Intelligence revolution: sector perspectives Explore how the AI revolution is transforming industries. Understand which sectors will thrive and gain a competitive edge by investing in AI technologies.
23/07/2024 Geopolitics Biden’s exit from the presidential race opens a phase of unc... The Talks outlines the decision of President Biden to exit the 2024 presidential race, endorsing Kamala Harris as the Democratic nominee. Significant...
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
12/07/2024 Podcasts Outerblue Convictions – H2 24 Outlook – It’s all about confi... Discover the H2 24 outlook from Outerblue Convictions, as Swaha Pattanaik and Monica Defend discuss confidence, market impacts, and investment strategies...
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...