3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
2/04/2025 Investment Views Global Investment Views - April 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Investment Institute.
31/03/2025 Europe in focus amidst fiscal boost Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.
27/03/2025 Insurance Swap spreads: analysis, challenges and outlook How can we interpret the growing volatility of swap spreads and their structural distortions? Discover key factors and future trends.
24/03/2025 Central banks on hold as uncertainty mounts Central banks on hold as uncertainty mounts - In light of rising economic headwinds from uncertainty around global trade, the Fed kept a wait-and-see...
20/03/2025 Real & Alternative Assets Unlocking the potential of European Leveraged Loans Leveraged loans are increasingly relevant for investors, given their historic performance, attractive yields and benign default dynamics.
12/03/2025 Portfolio Allocation Rethinking the Stock-Bond Correlation The article analyzes the changing correlation between stocks and bonds, highlighting the shift from negative to positive post-COVID-19 and its implications...