1/07/2026 Investment Views Global Investment Views - July 2026 This GIV elaborates on the fragile de-escalation in the Middle East crisis, the faltering momentum in AI, and our economic scenario and investment convictions.
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.
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Emerging Markets India and EM are winners of the rerouting shift A weakening dollar and declining trust in US policy enhance the attractiveness of EM through repatriation and diversification flows.
11/06/2025 Podcasts Global Investment Views - Tracking the U-turns amid rising y... In this Amundi podcast, Swaha Pattanaik and Monica Defend analyze market trends, bond yields, and economic outlooks while addressing fiscal and monetary...
6/06/2025 Economy & Markets Time for Europe Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.
4/06/2025 Investment Views Global Investment Views - June 2025 The Global Investment Views (GIV) elaborates on the latest insights, convictions, and outlook from our Global CIOs, various Investment Platforms, and...