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.
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.
17/06/2025 Geopolitics The Great Diversification is underway Geopolitics is changing the macro and market environment, as 'The Great Diversification' plays out.
11/06/2025 Podcasts Global Investment Views - Tracking the U-turns amid rising y... In this Amundi podcast, Swaha Pattanaik and Monica Defend analyze market trends, bond yields, and economic outlooks while addressing fiscal and monetary...
6/06/2025 Economy & Markets Time for Europe Discover how European markets are becoming increasingly attractive to foreign investors and how they are regaining their place on the world stage.