11/02/2026 Economy & Markets Takaichi’s landslide: Japan’s fiscal renaissance begins Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.
16/01/2024 Cross Asset Research Cross Asset Investment Strategy - January 2024 Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
16/01/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - January 2024 Navigate 2024's economic landscape with insights on disinflation trends, central bank policies, and emerging market dynamics. Explore potential risks,...
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pres... After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
21/11/2022 Economy & Markets UK Fiscal Budget: main political, social and market implicat... Understanding the latest UK budget and its main political, social and market implications
5/10/2022 Retirement Amundi Pension Funds Letter - Special Edition: UK LDI Crisis Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related...