2/12/2025 Investment Views Global Investment Views - December 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.
31/10/2025 Investment Views Global Investment Views - November 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
20/10/2025 French markets in a relief rally After this week’s relief rally, the CAC 40 is nearly back to its February highs, having almost fully recovered prior losses.
13/10/2025 Japanese markets await clarity on leadership Japanese equities hit record levels, but the situation is still uncertain given political disagreements.
6/10/2025 The impasse in the US Congress The US government shutdown, caused by partisan spending disputes, risks economic volatility and investor uncertainty. Impact depends on duration, with...