6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.
31/08/2022 Economy & Markets How to overhaul Europe’s outdated budget rules Europe's fiscal rules are too simplistic and have lost credibility. They need to be revamped to reflect new country and economic conditions.
26/08/2022 Economy & Markets Only a new policy regime can stop rampant inflation, but don... The only way to tackle the new inflationary regime is a credible and abrupt change in the approach to policy: but this seems unlikely to happen.
16/08/2022 Economy & Markets Mind the lag: recession fears flare too fast Central banks will be aggressive in the short term as they try to re-establish credibility, with the European Central Bank a case in point.
8/08/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q3 2022 Check the quartely update of the Amundi's medium to long-term expected returns on various asset classes.
29/07/2022 Investment Views Global Investment Views - August 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.