2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece dsicusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
2/03/2026 US earnings stay strong The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.
2/03/2026 Investment Views Global Investment Views - March 2026 To understand Amundi's latest macro and investment convictions coming from our Global CIOs, the Investment Platforms and the Investment Institute.
24/02/2026 Economy & Markets Our convictions remain unchanged despite the return of tarif... Some of the key convictions that we have highlighted in our outlook have been playing out and some trends have accelerated.
23/02/2026 Europe Aiming for Strategic Autonomy The Munich Security Conference emphasized that strategic autonomy is central to European security.
16/02/2026 Asia and EM equities lead Most equity indexes in Asia rose more YTD than both the US and Europe, except for China. Within EM, Latin America also saw strong gains.
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....