4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
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.