3/04/2025 Economy & Markets 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.
2/01/2025 Investment Views Global Investment Views - January 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.
5/12/2024 Geopolitics What’s next for France The Talks outlines the recent developments in French politics and implications for investors
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
14/11/2024 Sustainable Finance Investor Concerns and the Pricing of Physical Climate Risk This study looks at how global equity markets price the physical climate risk associated with tropical cyclones.
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.