18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
19/11/2025 Global Outlook Keep it turning With the cycle still turning in 2026, global diversification mitigates overvaluation risks and provides growth opportunities.
10/11/2025 BoE stays on hold, all eyes on budget now The BoE held rates steady in November, but we expect it to cut them in the coming months, as growth is likely to stay sluggish.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
3/11/2025 Fed cut rates, more to come in December Amundi assesses the Fed’s October cut and probability of further Fed Rate Cuts in December, analysing labour-market risks, tariffs passthrough and inflation...
27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up cal... Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.