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.
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...
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
5/03/2025 Fixed Income & FX Credit markets remain appealing for income-seeking investors In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...
4/03/2025 Investment Views Global Investment Views - March 2025 In March 2025, markets show resilience amid inflation concerns and geopolitical risks. Positive sentiment prevails, with a focus on diversification and...
4/02/2025 Investment Views Global Investment Views - February 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.