2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
9/02/2022 Economy & Markets Inflation is starting to burn - Strategies to protect portfo... Understanding our key convictions and portfolio implications on inflation trends ahead
3/02/2022 Economy & Markets The journey back to zero real rates Real interest rates in the US and Europe have reached negative levels that are unprecedented in recent history.
1/02/2022 Geopolitics Russia-Ukraine tensions: geopolitical risk adds volatility t... Understanding recent tensions between Russia and Ukraine, as well as the implications on the economy and potential geopolitical and investment consequences.
18/01/2022 Economy & Markets Shifts & Narratives #13 - Money and psychology of inflation:... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
18/01/2022 Economy & Markets Money & velocity matter: great comeback of the quantity equa... Understanding the linkage between money velocity, psychology of inflation in the regime shift, and consequence for investors.
13/01/2022 Portfolio Strategy Resilient multi-asset portfolios in an inflationary regime Understanding how the Amundi Inflation Phazer tool works and how it could be useful in predicting prevailing inflation regimes and adjusting multi-asset...
