2/12/2025 Investment Views Global Investment Views - December 2025 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, Investment Platforms and the Amundi Investment Institute.
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
23/07/2025 Cross Asset Research Cross Asset Investment Strategy - July-August 2025 Find the latest edition of our monthly publication, focusing on the OBBBA, tariff negotiations, and the future of fixed income
21/07/2025 China’s growth set to hit target in 2025 Despite the ongoing trade war with the United States, China’s growth remained resilient thanks to trade diversification* into non-US 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.
15/07/2025 US tariffs delayed to August While tariff implementation has been postponed, policymakers and central banks await clarity on the impact on the economy.
7/07/2025 Independence Day’s big tax bill The bill will increase the federal deficit and push debt to around 135% of GDP by 2035 (Moody's estimate).