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.
18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
18/12/2024 Cross Asset Research Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.