6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
5/02/2024 US stocks reach new highs Unlock investment potential beyond mega-cap stocks. Analyze global economic trends in the US, Europe, and Asia for strategic insights and opportunities.
22/01/2024 Economy & Markets China’s pivot: steering through turbulence to sustainability The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
26/12/2023 Japan’s equities surfing on the end of deflation The Bank of Japan has paved the way for an exit from its Negative Interest Rates Policy in Q1 2024. Japan’s exit from deflation is transforming the behaviour...
22/12/2023 Investment Views Global Investment Views - January 2024 Bonds and EM stand out in the Santa Rally.
20/12/2023 Podcasts Outerblue Convictions – Global Investment Views: What stands... Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...