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.
15/09/2025 Cross Asset Research Cross Asset Investment Strategy - September 2025 Find the latest edition of our monthly publication, exploring summer market updates and what is in store for this back-to-school season.
15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
8/09/2025 UK long-dated yields at 25-year highs Long-dated gilts yields rose to high levels, in light of concerns over fiscal deficits across the developed world.
1/09/2025 US stocks touch new all-time highs US markets reached new record highs last week on the back of AI-driven euphoria and corporate earnings above expectations.
31/07/2025 Capital Market Assumptions Asset Class Returns Forecasts H1 2025 Mid-year update on expected returns across asset classes over a 5- and 10-year horizon.
24/07/2025 Investment Views Global Investment Views - July-August 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.