Macroeconomy

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Investment Talks 13.01.2022 Kazakhstan: low impact for asset prices, but a wakeup call for geopolitical risk

Understanding recent turmoil in Kazakhstan and its evolution, as well as the implications on its economy and potential geopolitical consequences in the region.

More 5 to 10 minutes
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Insights Paper 13.01.2022 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 portfolios.

More > 10 minutes
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Monthly Cross Asset 5.01.2022 Macroeconomic Picture - January 2022

Macroeconomic Picture by area and Macro and Market forecast.

More < 5 minutes
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Monthly Cross Asset 6.12.2021 Macroeconomic Picture - December 2021

Macroeconomic Picture by area and Macro and Market forecast.

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Global Investment Views 25.11.2021 Global Investment Views - December 2021

Halloween ‘ghosts’ of Fed tapering, the Evergrande crisis, and the earnings season did not scare the markets. The Fed telegraphed its message well: while keeping the option to adjust tapering depending on the state of the economy, it reiterated the “transitory” inflation narrative.

More > 10 minutes
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Monthly Cross Asset 2.11.2021 Macroeconomic Picture - November 2021

Macroeconomic Picture by area and Macro and Market forecast.

More < 5 minutes
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Monthly Cross Asset 29.10.2021 Cross Asset Investment Strategy - November 2021

Find the latest edition of our Research team's monthly publication.

More > 10 minutes
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Global Investment Views 27.10.2021 Global Investment Views - November 2021

Like it or not, the alignment of the planets regarding inflation will last for a while.

More > 10 minutes
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Monthly Cross Asset 4.10.2021 Cross Asset Investment Strategy - October 2021

Find the latest edition of our Research team's monthly publication.

More > 10 minutes
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