6/03/2026 Equity Reforms and reflation: unlocking Japanese equity upside Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
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.
3/02/2026 Podcasts Tracking the trends in a time of rupture - Global Investment... In this month's edition, discover our insights on Davos and what the rupture in international order means for policy, markets and the monetary outlook....
27/01/2026 Investment Views Global Investment Views - February 2026 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
26/01/2026 Economy & Markets Geopolitics, tariffs and market volatility January’s market lurch: transatlantic tariff threats, a surge in Japanese bond yields, and gold’s record run.
31/12/2025 Investment Views Global Investment Views - January 2026 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.