13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
12/03/2025 Podcasts Outerblue Talks Research - US fixed income - Early pain, lat... The podcast discusses the impact of recent US economic policies on the bond market, highlighting current challenges and potential future gains for investors.
11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
10/03/2025 Germany’s historic step to raise spending The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...
5/03/2025 Fixed Income & FX Credit markets remain appealing for income-seeking investors In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...
4/03/2025 Investment Views Global Investment Views - March 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.