19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
12/09/2022 Emerging Markets LatAm elections cycles wrapping up: politics and policy tran... LatAm’s dramatic elections calendar that landed three leftist presidents in the Andean region might be two-thirds over, but the political and policy uncertainty...
12/09/2022 Emerging Markets Taiwan: depicting the unthinkable Russia’s recent invasion of Ukraine has focused investors’ minds on the Taiwan issue and the People’s Republic of China’s potential approach to it.
8/08/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2022 Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
11/07/2022 Emerging Markets The emerging markets hurdles While not envisaging any systemic risk propagating across emerging markets, the macro financial outlook remains challenging amid growth concerns, still-high...
1/07/2022 Global Outlook H2 2022 Investment Outlook - Life above zero: investors’ jou... The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...
2/03/2022 Cross Asset Research Cross Asset Investment Strategy - March 2022 Find the latest edition of our Research team's monthly publication.